Posts by Terry

TIP OF THE WEEK: Enabling Salesforce Multi-currency

Here are some tips on how Multi-currency works Once multi-currency is enabled, you will have the features: You will be able to assign a base currency Your base currency will be used for all reporting and forecasting All the transactions from other currencies will be converted to the base currency As required you can create…

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TIP OF THE WEEK: Dell Boomi Connector Design

Looking at developing a Dell Boomi Connector?  Here are our tips to get you started: Understand what type of Web Services API the app is using. For example: REST or SOAP, etc. What about the supported document format? XML or JSON? Most applications have an authentication layer. Some authenticate using BasicAuth, some use an API…

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Salesforce Multi-currency: Automated Conversion Rate Update

In our previous blog, we talked about Advance Currency Management. If you think it is troublesome to update this daily/weekly/monthly, you can automate it by using the following approach: 1) Select a web service that can offer you a daily conversion rate. For example: https://rate-exchange.appspot.com/currency?from=AUD&to=MYR This web service will return you the current conversion rate in JSON…

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Salesforce: Migrating Data from Pipedrive

Pipedrive has a data export wizard. It gives you ability to export most of the data from Pipedrive.       However, not all data can be exported from this utility. For example: Product list in a deal Files (for any objects)  

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WeDid: Warranty Service Management using Case

Challenges A machinery company sells products to their users directly or via a dealer. When the product has an issue, they will ring up the machinery company. The serial number checking process is manual and not efficient. When a technician is sent on site, a work order/invoice require signature immediately. This is not possible at…

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WeDid: Address Validation

Challenges The new AVETMISS standard requires address entry to be validated by third party address provider. The current addresses in Salesforce do not have any validation. An integration service is required.   Solution: When a new address is added or an existing address is updated, the integration service should submit the street, city, postcode, state…

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Salesforce: Migrating Maximizer data

In order to migrate data from Maximizer to Salesforce, the quickest way is to export data from UI. The address book entries can be exported via Maximizer Button (top-left corner) > Import/Export/Transfer > Export > Address Book Entries You can either export in CSV format or XML format. The CSV format contains limited information.  …

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Salesforce: Relate activity to multiple contacts

By default, you can only relate one Contact per activity (task/event). You can overcome this limitation by activating the Shared Activities feature under Setup > Customize > Activities > Activity Settings.     Once this feature is activated, you can relate up to 50 contacts to an activity.  

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WeDid:Asset Rental Automation

Challenges An Art Investment company build a portfolio for their investors and rent it out on behalf of them. In order to build the portfolio, different art pieces will be included. The cost/margin of each art piece needs to be calculated. The rental price of each art piece will require calculation too. All calculations are…

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Boomi Tips: Escape curly bracket in Boomi

In Boomi, you can specify a parameter using {#} in shapes such as Message, Exception, Notify, etc. For example:     This message shape will fail because this character “{” is used to retrieve parameter. To fix this issue, you need to escape it by using ‘ (single quote).

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