We Did

We 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…

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We Did: Salesforce and JIM2 Integration

The customer has been managing quotes and sales orders through their ERP system, JIM2 plus uses Salesforce to capture incoming leads (for example via website) as well as closed won deals for analysis and reporting purposes. Salesforce is being used as a platform to manage customers as well as sales activities for the specific account.…

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We Did: Cloning Salesforce Using the Force.com Migration Tool

Challenges WDCi recently helped a customer who had an existing Salesforce organisation dedicated to strategic teams and business’. This customer purchased another new Salesforce organisation to cater to the consulting team. The challenge was that this new organisation needed to be available immediately for use. Functionality for this organisation needed to be almost identical to the…

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WeDid: Booker Appointment and Twilio SMS Integration

Challenges   The Customer tracks their clinic appointments via the Booker application and wants to send confirmation via SMS to clients who’ve made appointments with their respective clinic. Their clients are given the opportunity to confirm/cancel appointments through the SMS they receive. Twilio is the engine that is used to send outbound SMS and capture…

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WeDid: Auto Populate and Validate Salesforce Address with Kleber Data Tools

Challenges: One of the most significant challenges which face clubs is managing the membership data which flows into Salesforce.  The key reason that it is a challenge is because for most clubs they are dealing with many thousands of members.  During membership application or renewal processes, each member’s addresses need to be validated against the…

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WeDid: Data Centre Management Using Salesforce

Data centre companies offer homes for your data. Their solutions are to provide cost-effective, scalable and highly available data centres. The infrastructure itself is big and very extensive. The information required to manage a data centre is extensive as well as usually being tracked in various systems.   In order to pitch their services, data centres find…

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WeDid: Managing Product Software Support for Partners/Customers using Salesforce Customer Service (Sales Service Template) Community

A recent scenario we came across involved a company which is a leading provider of professional digital audio which they distribute the signals over networks. This company has a wide range of products that they resell to their partners including product support services.   The support team within this company was using standard email tools…

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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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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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