Posts Tagged ‘salesforce integration’

WeDid: Microsoft Dynamics AX & Salesforce Integration

Challenges With the introduction of Salesforce in the company, the customer would like to move the maintenance of customer and merchant records from Microsoft Dynamics AX to Salesforce. However, some of the users (e.g, accountant) will still be maintaining the customer records in Microsoft Dynamics AX. Besides, the customer would like to sync the Sales…

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WeDid: Device Compliance Tool (XML) and Salesforce Integration

Challenges The client is using a Device Compliance Tool to perform testing on the devices that will be assigned to specific Work Orders. The result generated from the tool needs to be attached into Salesforce as a reference and for further process.   Solution:   Purpose To attach the test result (in XML format) generated…

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WeDid: QAD and Salesforce Integration

Challenges The client uses an ERP system, QAD and would like information such as Corporate Group, Customer, Item, Inventory, etc. being synced into Salesforce. This is to ensure any transaction that is being managed by a different team (i.e. Manufacturer vs. Sales team) using these two different systems are in sync with one another.   Solution:  …

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Boomi Tip: A Quick Way to Upload Attachment to Salesforce

Most of the Salesforce developers know that they have to encode the data with Base64 encoding if they want to upload a file as an attachment to a Salesforce object via web service. This is even easier if they use Salesforce Data Loader as the tool will help you to encode the data automatically.  …

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Wedid: Boomi Upgrading from Legacy Netsuite Connector to New Netsuite Connector

Challenges Our customer has integration between Salesforce and Netsuite running for a quite some time. The integration is using the legacy Netsuite connector which only supports up to version 2009.1.   Our customer has recently upgraded Netsuite to version 2013.1. Due to this, the existing integration is no longer working with the legacy connector.  …

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WeDid: Integrating Salesforce and Xero

Challenges A client is managing/maintaining customer information as well as opportunities in Salesforce. Invoicing is being sent out using Xero instead. The client is having difficulties to ensure information across Salesforce is in sync in Xero rather than to maintain both instances manually.   Solution: Purpose To establish synchronization between Salesforce instance and Xero where…

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WeDid: Salesforce – Microsoft Dynamics GP Integration (Purchase Order acquisition)

Challenges The customer has implemented the Purchase Order and approval process in Salesforce. The approved Purchase Order will be synchronised to Microsoft Dynamics GP for further processing (e.g, shipment, payment).   Solution: Purpose To sync the purchase orders that have been approved from Salesforce to Microsoft Dynamics GP. The supplier details will be synchronised to…

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WeDid: Salesforce CRM and Student Management System Integration (JobReady)

Challenges Operating RTOs would ideally love to have a tool to equip their existing student management and at the same time allow them to work around the compliance and claiming side of the business. However, for companies who choose to have separate applications for the reason of fully utilising the capability of each application (CRM,…

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WeDid: Salesforce and Micronet Integration

Challenges The customer is a coffee roasting company who also sell different types of coffee making equipment to their customers across Australia. Currently, they are using Micronet system to track their customers and the equipment that the customers have purchased. Now, they have purchased Salesforce and they would like to have the existing customers and…

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WeDid: Salesforce-XPLAN Integration

Challenges All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.   Solutions:   Purpose Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information. Applications Salesforce IRESS XPLAN Tool Talend Information Customer data Investment data…

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