Posts Tagged ‘salesforce integration’

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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Talend tSalesforceOutputBulkExec Component

Salesforce supports cascading update and inserts function by using reference key. In Talend, we can perform the cascading UPSERT function by using tSalesforceOutputBulkExec or tSalesforceOutput components. The benefit of using this function is to reduce the API call from Talend to Salesforce. Imagine the number of calls to make if there are millions of record for data migration.In order…

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WeDid: Salesforce and Labnet Integration

Challenges Daily dental cases are created and tracked within Labnet. These cases contain information pertaining to manufactured and delivery dates where the clients are most concerned. However, the cases need to be replicated into Salesforce to facilitate the communication with the clients. In addition, Salesforce is the opted tool to perform data analysis, hence, all…

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Salesforce and Multiple Saasu Company Files Integration

We have recently implemented a customised solution for Salesforce to Saasu integration. This solution does not limit to just single currency or company file as it allows integration between Salesforce and multiple Saasu company files.   When there are transactions coming in from different regions many customers will naturally: track SF transactions by enabling multi-currency…

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Integrating Salesforce With WorkflowMax

WorkflowMax is typically used for it’s capability to manage job, time and invoice operations. For this reason, both WorkflowMax and Salesforce frequently co-exist in an organisation.   Salesforce would be utilised for: sales cycle tracking; from lead to converted opportunity   WorkflowMax would be utilised for: tracking delivery time for any successful converted opportunity from…

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Bringing Together CRM And Student Management System

In the education industry, it’s not always easy to incorporate the applications in used to work for your business model. We have seen many situations where there is a need to bring together both the CRM (Customer Relationship Management) and SMS (Student Management System) applications. The following scenario can be quite common in the industry…

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Integrating Netsuite and Salesforce

Ever wonder how Salesforce and Netsuite could compliment each other? Here is an example. You may be managing all your customers’ information as well as tracking all the related opportunities in Salesforce and on the other hand, you use Netsuite to manage all the invoices issued to your customers. It would be a hassle to ensure all sold products…

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