Salesforce: Lead Conversion – Disable Opportunity Creation
For the Spring’18 release, Salesforce has introduced 2 new options for Lead Settings. The first new option includes “Don’t Create an Opportunity”. Below will show you how to enable this option: Select “Don’t create an opportunity” by Default in Covert Lead Window When this is enabled, the “Don’t create an opportunity” checkbox will be…
Read MoreTIP OF THE WEEK: How to access Salesforce Secret Tabs
Salesforce Secret Tabs are something you may find interesting. These are not hidden features though and could be useful to easy navigation to list views in both Lightning experience and Salesforce Classic. Let’s dive in We have all seen a Salesforce url in the browser navigation box an example is below. https://myorgdomain101.my.salesforce.com/0064A00000tPToj …
Read MoreBoomi Tip: Install Boomi Atom with Installer Token Option
When downloading a local atom from Boomi platform, there is a security options section which allows you to generate a token and define how long it valid for (minimum 30 minutes and maximum 24 hours). This is particularly helpful and a good practice to follow whenever you need to install a Boomi atom…
Read MoreTIP OF THE WEEK: The Salesforce Big Object Storage
Have you been wondering how the Salesforce Big Object Storage is being counted? Here are our findings based on a study we completed. It appears that big object storage is determined by the number of records/rows you’ve created, as opposed to the standard data storage which is based on kilobyte sizes. Hence, the “Big Object Storage” limit…
Read MoreWe Did: Custom Roll Up with Relative Date Criteria
Challenges: For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it…
Read MoreBoomi LDAP Connector Now Supports Generic Object
Did you know that the Boomi LDAP connector previously only supported User and Group Object? It now supports querying, adding, updating and removing the generic object. Reasons to use LDAP Objects: Can be described correctly Would be eligible for use in these operations Provides LDAP connector with much more flexibility To find out more check the details here on…
Read MoreBoomi How To: Send Custom SOQL statement to Salesforce Get Operation
Is the existing Salesforce GET Operation not fulfilling your expectations on how the SOQL should be constructed? Never fear! Boomi now allows you to build your own custom SOQL, which could help in increasing performance and queries efficiency. How? Start by constructing the SOQL via the message component and pass this through the Salesforce…
Read MoreNew Release: Boomi OANDA Connector
You can now capture exchange rates in a target application (i.e. your sales application or website, etc.). How? If you have an account with OANDA, you can automate and/or streamline this process by integrating using the Boomi OANDA Connector. To find out more about what the OANDA connector can do for you, check out the…
Read MoreTrailhead “App Customization Specialist” Superbadge
Bringing your skills together The “App Customization Specialist” Superbadge is a great option for you to bring your Salesforce Admin and Lightning skills together. This Superbadge includes some of the standard System Administrator basics, with a Business Analysis requirement, and the opportunity to put those Lightning skills to use. Some of the skills…
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