Getting systems to talk to one another…
Merry Christmas to all customers, past, present, and future. Wishing you all a great Christmas and New Year. If one of your company's New Year's Resolutions is to improve Salesforce
Q. Can I call that phone number? Is that piece of information I can see inside of Salesforce useful to me? Can I actually reach that person if I tried
We are delighted to have recently launched our virtual Salesforce Support offering. You can read the full details of our new service by visiting this page or clicking the button
Why use RingsTrue? Hello! I'd like to put forward a few reasons why you might want to consider using RingsTrue in your Salesforce environment. Do you use the telephone numbers
When numbers count Most of the time I am discussing RingsTrue with commercial or government organisations. The primary use cases for these types of organisations tend to either be: How
Getting systems to talk to one another... We have noticed on our most recent projects that customers increasingly wish to integrate external data sources into Salesforce. I believe this is
Blogged: Commenting out code with 100% coverage Iain recently blogged about removing legacy code from Salesforce and improving test class coverage.You can read the full post here. Read the post
Salesforce provides several tools to any partner organisation who wishes to publish an app on their 'AppExchange'. The main listing page is: https://appexchange.salesforce.com/ These range of tools help you, the
It's been a great summer so far at Cloud Ursa. We have recently finished up some really interesting projects with some great customers in a government department, an insurance broker,
Cloud Ursa’s Iain Clements recently blogged on this unusual error message that appeared in a customer’s ORG. Click this link to read the full post: http://mysalesforcestuff.blogspot.com/2018/09/missing-organization-feature-chatter.html
Cloud Ursa's Iain Clements recently blogged about a Compile all triggers option in Salesforce - to read the post Click here. http://mysalesforcestuff.blogspot.com/2018/09/compile-all-triggers-feature-activation.html
A fascinating conversation with another successful Salesforce Partner last weekend prompted me to look afresh at our RingsTrue proposal templates. Thanks Emma! What we do now. Like many other Salesforce
Cloud Ursa's Iain Clements recently blogged about SOQL Aggregate Results - to read the post Click here. https://mysalesforcestuff.blogspot.com/2018/08/soql-aggregate-results.html
We are delighted to welcome Oral Roberts University as a new RingsTrue customer! If you would like to know more about RingsTrue and how it can help your business please
Store all of your Customer Preferences in one place We have just finished a project that used the new Individual Object (recently developed by Salesforce) to give additional control to
We have noticed on our most recent projects that customers increasingly wish to integrate external data sources into Salesforce.
I believe this is part of a broad trend of aggregating everything you know about your customer within Salesforce so that you can have a truly single view of them.
- one customer wanted to have visibility of their warehouse stock deliveries in Salesforce (without replacing the existing system).
- Another customer wanted to have SAP information automatically added to specified Salesforce records (and to keep in sync with any changes made in SAP in future).
Best foot forward
The options for integrating/connecting Salesforce with other systems are vast and for each project we use a series of questions to identify which technology approach has the best fit.
Very often the factors to chiefly consider are:
- the customer’s current I.T tools,
- system usability,
- project complexity,
- time restraints,
- and cost.
We usually start by identifying how this information is going to be used.
If the requirement were simply to surface and/or report on the information within Salesforce, then the new External Objects feature in Salesforce may well be the best option. You can learn more about their use on this great Trailhead Module.
Perhaps the data needs to be loaded in to Salesforce and needs to be editable within the system.
If this data load needed to take place on a set schedule you could look at tools such as Jitterbit Dataloader which has a nice scheduling function.
Sometimes end to end automation is the best fit solution and the brief demonstration below shows one way that this can be achieved.
We were asked to help a Tugela customer who wanted to automatically push new employees added to Active Directory into the Team Member table of Sage and also monitor for other changes such as email amendments, and line manager changes.
We have so far delivered scripts that run on Desktop and Server-Based versions of PowerShell ISE, Azure PowerShell Cloud, and Scheduled Apex.
If you would like to talk to us about connecting Salesforce to other “stuff” then please get in touch.