Posts Tagged ‘wdci_wedid’

WeDid: Salesforce Skedulo Case Integration

Challenges This companies main revenue source is derived from the repair services and additional products they provide to the commercial and residential business. The technicians are required to repair items, keep track of replacement products issued to the customers, collect signatures, take images of the issues found, advise the next technician to onsite of the job…

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WeDid: Custom CPQ

Challenges This company earns their revenues through providing services and lab products. Currently, all the product details e.g selling prices, promo prices are stored in different external systems. These details are not available in Salesforce. The sales team will need to manually check for product details – product prices from different systems before adding them into the Salesforce quote.…

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WeDid: Boomi Advanced User Security

Challenges The customer has the requirement to restrict Boomi login users to have certain privileges when performing development and/or monitoring the processes logs. For example, a developer should not be given the privilege to see production logs but he/she is allowed to at least perform development as well as viewing logs/data processes deployed in a…

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WeDid: Salesforce As Retail Coordination System

Challenges A consultancy company needs to provide solution to the customer encompassing a portfolio of the retail information relating to the property, budgeting, landlord, solicitor etc. The challenges identified in the solution are: each detailed information need to be linked to create a connected entity as documents need to be generated at each record level containing the…

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Salesforce Tips: Edit data from list view

If you are looking for a way to edit your records in one view, you can consider using the Salesforce out of the box inline editing feature in list view.   Setting up: To set this feature up, you will need to check the Enable Inline Editing checbox in User Interface. (Setup | Customise | User Interface)…

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WeDid: Boomi Atom Installation and Processes Transfer

Challenges The customer has been using the Boomi Atom Cloud to run their integration processes and would like to shift to an on-premise atom to have better control over the atom configuration. The customer would have difficulty transferring all the processes into the new production environment as well when the on-premise atom is available.   Solution…

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WeDid: CENSUS DATE AUTOMATION FOR RTO USING SALESFORCE

Challenges This RTO needs automation for census date calculation in Salesforce instead of manual census date data population for each of the students. For instance, the census date data for students could be like this: Student A Course : Diploma of Business #1 Census Date : 12th August 2015 Amount : $14,950 #2 Census Date : 28th November…

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WeDid: TAX FILE NUMBER CHECK AGAINST PRESET ALGORITHM

Challenges The customer RTO business involves collection of student’s Tax File Number (TFN) for HEIMS reporting. We need to provide customer a method to validate the TFN number provided by students: The TFN given must be in 8 or 9 digits format  The TFN must fulfill algorithm checks based on a document given by customer…

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WeDid: Sage Saleslogix and Avantgard Integrity Integration

Challenges The client is using SalesLogix to handle credit/loan deals. When the deals are approved, the deal (and the deal related information) need to be in return track in the Sungard Avantgard Integrity system   Solution   Purpose To sync approved deals from Saleslogix into Avantgard Integrity system. Applications Sage SalesLogix CRM Sungard Avantgard Integrity Versions…

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WeDid: Salesforce as Property Tracking System

Challenges The company sells properties and property consulting services. The company needs to use Salesforce to keep track on: The list properties (Both sold and open for sale) Information on property inspections (date, time, person in charge,  remarks) Information on when and who that a particular property has been proposed to (properties that are still open…

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