Posts by Mei Yan

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…

Read More

Salesforce: Broadcasting Newsletter to Community Users

There are many different options available in a broadcasting newsletter to community users, such as using native Salesforce feature or send an email or third-party apps from the Appexchange if you have more specific requirements or simply using other applications for marketing purpose.   We have recently implemented this requirement with a combined utilisation of: Mail…

Read More

WeDid: Salesforce and InspectRealEstate (inspectrealestate.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

Read More

WeDid: Salesforce and Rent.com.au Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

Read More

WeDid: Salesforce and allhomes (allhomes.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

Read More

WeDid: Salesforce and Homehound (homehound.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

Read More

WeDid: Salesforce and REA (realestate.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

Read More

WeDid: Salesforce and CampaignTrack (Agent, Listing)

Challenges The customer uses Salesforce contact to track office staff information whereas CampaignTrack for all marketing information. Any information on Salesforce relating to the staff and opportunity will need to be created to CampaignTrack in real time. This proves difficult for manual handling, hence, a process automation needs to be in place.   Solution:  …

Read More

WeDid: Salesforce and RentalPoint

Challenges The customer is facing a challenge to incorporate company data between the applications they use. Client data and sales are managed in Salesforce while rental bookings reside in RentalPoint. Repetitive manual data entries need to be done to keep client and sales data aligned between the applications. For every booking done in RentalPoint, it…

Read More

Integrating to RentalPoint

  URL https://www.rentp.com Description Software for event driven rental business API SQL Server Management Studio Trial Version with API Access No Data Format Database MSSQL Authentication RentalPoint user and password authentication API Limits No limit Sample Use Case Salesforce Account/Contact > Create/Update > RentalPoint Customer/Contact RentalPoint Booking > Create/Update > Salesforce Opportunity F2I 3/5 Objects/Operations…

Read More