Posts by Tony

WeDid: Generating Bulk Document in Salesforce

Challenges: The Customer manages their clientele function bookings (i.e. company meetings, birthday party’s, wedding dinners, etc.) within Salesforce. They would like to generate every functions agenda in bulk so they can be distributed to the Staff for reference/preparation prior to the actual events day. The Customer would also like to have the flexibility over defining…

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WeDid: Enhanced Recurring Event in Salesforce

Challenges The customer manages their clientele function bookings (i.e. company meeting, birthday party, wedding dinner, etc.) within Salesforce via a custom event app and integrated with a calendar app to display each of the events in the calendar view. Requests from their clientele for recurring functions/events such as weekly board meeting, community discussion and many…

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Salesforce: Replacing Custom Button with Formula Field

Ever wonder how you could use the formula field as an alternative to your custom button? This can be achieved by utilising the HYPERLINK() and the IMAGE() functions as well as an image to represent the button. You could possibly settle with just a text link rather than button as well. For example: HYPERLINK(${Construct_the_link_here},IMAGE(${the_path_to_the_button_image},”a_description_for_the_image”),${the_link_target_behavior-optional}) As…

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WeDid: Marketo and Infor (Formerly known as Saleslogix) Integration

Challenges The customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being…

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WeDid: ActionHRM and Kallidus Integration

Challenges Customer is tracking employees information through ActionHRM (A Human Resource Management System). These employees need to be tracked as a student record in their Kallidus system (being a student and learning management system) too.   Solution       Purpose To ensure student records in Kallidus system is up to date from the ActionHRM…

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Boomi Tip: Debugging low latency mode processes

You may have processes (especially web service listener type processes) that are configured with low latency mode plus the option “Only Generate Process Log on Error” enabled. This would make it difficult sometimes to troubleshoot or review the Boomi process logs as it would not show up in the process log not unless it is…

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WeDid: WordPress WooCommerce and Netsuite

Challenges Customer is hosting a website where visitor are allow to register and login. Visitor and existing users are allow to make purchase through the website too but the transactions and payment would need to be tracked through Netsuite.   Solution     Purpose To sync product, website users and sales transaction between website (WordPress…

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Triggering Salesforce Workflow/Process Builder when record is deleted

As of to date, Salesforce does not provide an object’s isDeleted flag as a filter criteria through workflow rule or process builder. This may lead to the option of utilising Apex Triggers if a requirement is to perform a certain action when a record is deleted.   However, triggering a process builder/workflow is still possible…

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WeDid: Boomi Advanced User Security

Challenges The customer has the requirement to restrict Boomi login users to have certain privileges when performing development and/or monitoring the processes logs. For example, a developer should not be given the privilege to see production logs but he/she is allowed to at least perform development as well as viewing logs/data processes deployed in a…

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