Posts Tagged ‘SFDC Australia’

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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Boomi 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…

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Boomi 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…

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TIP OF THE WEEK: Personalize Salesforce Navigation Feature

Do you remember being about to customise personal tab in Salesforce Classic? Well, you can now personalize navigation bar’s in Lightning Experience! Say you are constantly accessing certain tabs frequently (e.g. through favourites) and it’s not available in the general app, you can add the tab to the navigation bar for your personal view and…

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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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Maintain your Salesforce Certification for Free

Salesforce Certification is very important for moving forward with your career in Salesforce. Achieving these goals can become costly over time, which is why it is so exciting to hear that Salesforce Certification Maintenance exams are going to be free of charge from Summer ’18 (June AEST) onward. Which is certainly great news for Salesforce…

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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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Salesforce: Index Fields

In the modern cloud application with a large data set like Salesforce, indexing is very important to allow an application to search and return results to users at a minimum time and cost. Indexing will also be used by query optimizer to gather the statistics of each index. This will then be utilized as part…

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TIP OF THE WEEK: Clone a Sandbox

Salesforce now offers the ability to clone an existing sandbox. When cloning a sandbox, the existing data and metadata that you have in the current sandbox will be copied to a new sandbox. Below are scenarios where you may need to clone a Sandbox: When you require the same data and configuration for a different environment…

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