Posts Tagged ‘SFDC’

Salesforce: Lightning Experience Button Converter

Salesforce has introduced a new “Lightning Experience Configuration Converter” tool to help you in migrating your Salesforce instance from Classic to Lightning experience. So what can this tool do for you? Currently, it only supports custom button conversion. This is mainly used to convert javascript buttons to lightning ready components, such as custom action or lightning…

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WeDid: Site Management

Challenges: This company is the supplier of heating systems, DIY products and installation services. Initially, all the data related to the heating systems and their installation sites were managed in completely different systems. This was causing several hiccups such as: The Sales process is not seamless – there is a lack of conversion visibility Duplicates…

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Salesforce: Lightning Component Template for Custom Javascript Button

Lightning Component Template Is the effort of replacing the custom button- especially the javascript button- the reason you are delaying to convert your Salesforce Instance from Classic to Lightning? Most people would recommend going with the basics, which is to use the global action or custom action to create/update records. What happens if you need…

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Boomi Tip: Performing Salesforce Merge – Supersede Value in Master Record

Merge is one of the operations available in the Boomi Salesforce connector. It is very important to understand the behaviours of this particular operation.   Values Supersede in Master Record When performing a record merge in the front-end, we want the ability to select which fields from which record are to be superseded. However, this is…

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WeDid: Custom Asset Servicing Process

Challenges: This company provides energy storage solutions, devices and maintenance and they are currently looking for a solution that will be able to handle the following: Tracking of installed devices at their end users’ sites. Currently,  all important details including serial numbers, installation locations, installation dates and statuses are being kept in a spreadsheet. Tracking…

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Salesforce Apex: Switch Statements

Were you aware that Salesforce introduced Switch Statement in Summer 18’ release? The Switch statements will enable developers to write APEX code without having to write nested if-else blocks, eventually resulting in a more readable, maintainable code. It supports the following: Long Integer String Enum SObject The SObject type can be directly validated against a…

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WeDid: Custom Bidding Sales Process

Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…

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TIP OF THE WEEK: Salesforce Record Id Behavior in Sandbox & Trialforce

What happens to Salesforce Record Id (or Object Ids) when you refresh your sandbox from the production instance? Refreshing your sandbox from a Production org in Salesforce will simply copy the Record Ids (ID field type) from your production to your Sandbox instance.   How does Trialforce Record Ids work? Trailforce orgs are created by cloning a TrailForce…

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WeDid: Salesforce Data Migration and Integration with HubSpot

Challenges This customer is currently in the IT market helping other businesses with their software deployment plan. HubSpot is the main system that is used throughout the years to track marketing prospects, qualify leads and also sales. The Data now needs to be contained between two systems – HubSpot and Salesforce- as opportunity will now…

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Access Salesforce Mobile App without Installing it

Did you know that the Salesforce Mobile App is accessible from almost any mobile platform now?   You can even access your Salesforce instances through the majority of smart devices available today.  Salesforce has developed the Salesforce App to be compatible with different platforms and easier to download from Apple store, Google play, etc. Were you aware…

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