Posts Tagged ‘SFDC’

Salesforce Tip: Reports & Dashboard Sub Folder

Salesforce Summer ’18 release has introduced us to sub-folder for Reports & Dashboards. What does sub-folder do? It allows you to have a main folder with multiple subfolders within it.     Currently, Salesforce only allows folder sharing at the root level. The issue with this is that if you want to share a sub-folder,…

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WeDid: Invoice Generation Engine

Challenges: This customer works as an Education Institution. They currently target both businesses (B2B) and Individual Marketing (B2C). From their sales, they have categorised their customers into 5 different types. This customer has been using their existing invoice generation engine in Salesforce for several years now. Their existing invoice generation engine currently isn’t supported for…

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Salesforce Tips: Skipping Approval Process

Most organisations have an approval process which can be moved to Salesforce. When setting up the approval process, note that the setup can get tricky if you have to closely match an approval process to a manual process. Our example below will be based on a scenario of an individual who plays numerous roles within…

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Australian Wool Innovation delivers an enhanced Salesforce user experience for their team

  “We have Salesforce users in different continents around the world.  The conversion from Salesforce Classic to LEX (Lightning Experience) allows our users to have better navigation and data management experiences. Keeping our Salesforce environment up to date with Salesforce trends is a plus for us too.” Michelle Rando – Digital Customer Engagement Manager   Australian…

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WeDid: Approval Escalation

Challenges: This customer provides a biotechnology product that they developed as well as selling their products. This customer has been using Salesforce for quoting purposes for many years. Their users utilize a custom quoting feature (Developed previously by WDCi) to search for products, prices and creating quotes. For further enhancing of their quoting feature, this…

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WeDid: Certification Automation

Challenges: This company is a global education organisation that provides vast learning programs. This customer has been using Salesforce for several years to track student information including student certification details. During the years of using Salesforce, their instance has seen mass customizations over time, mainly due to automating the student certification process. The requirement for…

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TIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email

Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind.   Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create…

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TIP OF THE WEEK: APEX Switch Statements

APEX Switch Statements was introduced in the Salesforce Summer 18 release.   What are APEX Switch Statements? Switch Statements are a programming control structure. They can be a substitute when using nested if-else control structures. Until the Summer 18 Release, Salesforce APEX code didn’t have this ability. Did you know that This Salesforce idea has been circling on…

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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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