Posts by TIM

WeDid: Salesforce provides a Single Pane of Glass for the Education Industry

We are seeing the number of Registered Training Organisation (RTO) moving to Salesforce has grown significantly. The ever-growing growth of nature of the RTO business impacts 3 major parts of their organizations’ – Marketing teams, Sales teams, and Student Administration. These growth pains can easily be addressed by having all the key records residing in…

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WeDid: Using Boomi to connect zipMoney and NetSuite Integration

Challenges One of our clients currently has an online store which is offering zipMoney as a form of payment.  The process involved was very manual and laborious it required that the payment from a customer be manually tracked in ZipMoney to determine if a payment had been successful – before proceeding.  After determining the status of the…

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TIP OF THE WEEK: Default List View in Lightning

Did you know that in Lightning, the default list view of an object will always default to the ‘Recently Viewed’ list? Currently, there is no function in Lightning to change this behaviour – which means you are stuck with looking at this view first (at the moment). Our tip to work around this is we…

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TIP OF THE WEEK: Keyboard Shortcuts for Salesforce Lightning Experience

What to navigate around Salesforce faster? Keyboard shortcuts can make life easier and improve your productivity. If you want to view all Lightning shortcuts in the Lightning experience – here’s how you can bring them up: Windows Users: press CTRL + / or Mac Users: press Cmd + / You will get a help menu…

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RIO Inventory Solution: Inventory Tracking – in Salesforce

If you use Salesforce,  and you want Salesforce to be able to manage and track your inventory – we have just the solution.   Introducing RIO Inventory which is an app that works on top of Salesforce to help you with inventory stocks. You can easily use RIO Inventory even with Bar Code Scanning!   We have three new…

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WeDid: Salesforce and Communities

Do you want to set up an environment which enables your customers to self-serve themselves? Giving them the ability to check details (relevant to them), communicate with your internal users and post questions or raise support tickets?  Salesforce provides an excellent solution called Salesforce Communities.  Salesforce users who have implemented communities have greatly improved their…

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Tip: Are your documents ready for the Lightning Experience?

Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning. If you haven’t already check out our previous blog to ensure you are lightning ready. Currently, Salesforce has no plans to…

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RIO Inventory Solution: Batching your inventory in food production

Using Salesforce and wondering how RIO Inventory can help in the Food Production Industry?  Look no further!   We have created a Demo exploring what RIO Inventory can do to help your business while exploring the Batch Feature!   Using RIO Inventory, “Acme Biscuits” can now track their food production in batch and dispatch stock…

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