Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More
Develop a Better Data Sharing and Integration Strategy
Today’s higher education institutions are facing a multitude of challenges around data analysis, security, and increasingly hybrid architectures. The issue of how to balance ongoing security challenges while connecting cloud and on-premises applications is common across institutions. These challenges may lead many organizations to develop an integration strategy to help in the alignment of these increasingly complex architectures. However, limiting the focus to only integrations can become overly technically focused. Instead of developing an integration strategy, institutions should instead take a holistic approach to data sharing and develop an information strategy. As information is a valuable asset for organizations and … Read More
A Work-Around for Salesforce Bulk API v2.0 (in Dell Boomi)
Summary: Salesforce Bulk API Usage, though it offers performance benefits over regular APIs is a scarce resource for organizations. It is important to conserve and optimally use the Bulk API. ——- The Dell Boomi Salesforce connector does not support the Bulk API v2.0 (which essentially makes a determination automatically whether to use the regular or bulk API) at the time of writing. This feature is sought-after in the forums since organizations hit their Bulk API usage limits frequently. Processing much lower volumes of documents through the Bulk API (Bulk API accepts 10,000 documents in a single go) may be a wasted … Read More
Force.com Development Lifecycle
A sandbox is a copy of your production organization. Sandboxes contain the same metadata—which is configuration information such as the types of custom objects and fields, applications, and workflows—as your production organization. That metadata, as well as data in the case of a full sandbox, is copied to a new organization, completely isolated from your production organization. Operations you perform in your sandbox don’t affect your production organization, and vice versa. Sandboxes are available in Enterprise, Unlimited, and Performance Editions. With Unlimited and Performance Edition, you can create multiple sandbox copies of different types. These sandboxes can be used for … Read More