Posts by Mei Yan

Improving Faculty Management with RIO Education

What is the faculty? A faculty is an organisational unit or department in an education institution. Its purpose is delivering academic programs to those educational institutions (e.g. Faculty of Engineering, Faculty of Arts). These faculties are made up of academic professionals such as professors and trainers. Program delivery for faculty members plays a major role…

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Enjoy a Lifetime of Student Engagements with RIO Education

All Education Institutions need to be engaging with their students. These engagements should happen before students join and continue during/after graduation. There should be regular check-ins on the student’s journey. Regular check-ins could result in attracting more prospective students, keeping existing students and continuing to build a network with the alumni.  RIO Education facilitates lifetime student engagement through…

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Boomi Tips: Find Changes Component

The Find Changes shape component provides a way for the process to track changes made to a document. The document can then be routed to Add, Update or Delete paths. Besides that, processes also need to consider designs such as error handling. Below are our tips we think you should consider when using Find Changes…

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WeDid: Salesforce Data Migration and Integration with HubSpot

Challenges This customer is currently in the IT market helping other businesses with their software deployment plan. HubSpot is the main system that is used throughout the years to track marketing prospects, qualify leads and also sales. The Data now needs to be contained between two systems – HubSpot and Salesforce- as opportunity will now…

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TIP OF THE WEEK: Personalize Salesforce Navigation Feature

Do you remember being about to customise personal tab in Salesforce Classic? Well, you can now personalize navigation bar’s in Lightning Experience! Say you are constantly accessing certain tabs frequently (e.g. through favourites) and it’s not available in the general app, you can add the tab to the navigation bar for your personal view and…

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We Did: Cloning Salesforce Using the Force.com Migration Tool

Challenges WDCi recently helped a customer who had an existing Salesforce organisation dedicated to strategic teams and business’. This customer purchased another new Salesforce organisation to cater to the consulting team. The challenge was that this new organisation needed to be available immediately for use. Functionality for this organisation needed to be almost identical to the…

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WDCi Team Marathon Event

The team that trains together stays together!  Our Kuala Lumpur Team decided to sweat it out when 8 members participated in the 2017 ASICS Relay Night Run. Not only did we spend a night having a blast but we got closer through this bonding experience. The initial plan was to cruise through the run and…

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WeDid: BCI Data Modelling in Salesforce

Challenges Data intelligence and leads coming from BCI are the core sales opportunity in the business of our chemical construction site service customer. These leads are externally provisioned through CSV files and it needs to be tracked in Salesforce so that it can blend into other business data. The convergence of these data will help the customer form a powerful…

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WeDid: Salesforce As Retail Coordination System

Challenges A consultancy company needs to provide solution to the customer encompassing a portfolio of the retail information relating to the property, budgeting, landlord, solicitor etc. The challenges identified in the solution are: each detailed information need to be linked to create a connected entity as documents need to be generated at each record level containing the…

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Salesforce Tips: Setting Private User Access Consideration

When an organisation has multiple branches where different user channel can access Salesforce, it’s only common the sharing settings for User is set to private. This will help to prevent a user from viewing another user. However, there is one setting that needs to be considered when making user access private – Group tasks. This feature…

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