Salesforce.com Integrations

Written by ShamrockCRM on March 5, 2009 – 2:12 pm

Do you have the need to integrate your Salesforce.com system with any of your ERP or legacy systems or databases?

Would you like to link up SAP Customer Orders with Salesforce.com?  Would you like to integrate the Contacts in your SQL database with all of your Accounts and Contacts in Salesforce.com?  Maybe you would like to seamlessly integrate multiple Salesforce.com org’s into one business warehouse?

I have performed countless Salesforce.com integrations including systems such as SAP, SQL, Oracle, Web Services, Salesforce.com, Flat Files and more.  All interfaces are possible.  It all comes down to gathering detailed functional and technical specifications.  Shamrock CRM has a massive amount of experience with Enterprise level integrations.

If you would like to pass data between Salesforce.com and another system, whether it be bi-directionally, uni-directionally or en masse, Shamrock CRM can set this up for you in a timely and cost effective manner.

Email Tanner at tanner@shamrockcrm.com for more information about Salesforce.com Integrations.

Take a look. I was on MSNBC, Bloomberg, AOL, etc for a Salesforce.com Cast Iron Integration with SAP that I performed:
MSNBCBloomberg


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Modifying Salesforce.com Dates Using Javascript

Written by ShamrockCRM on January 27, 2009 – 9:57 pm

CAUTION:  Technical jargon!!! Non-Business Related!!! Only interesting for Salesforce Developers.  :)

I ran across this interesting little problem while creating an orchestration in Cast Iron. I was creating a custom function that would adjust dates forward and back by weeks at a time.

What I found was, my small piece of code worked flawlessly 75% of the time. The 25% of the time would return a calculated date, or error, of “NaN-NaN-NaN.” I could not figure out what was wrong. I tested the code in the browser and everything worked properly.

From further testing and analysis, I determined that the code only broke when the month was July, August, and September or the day was the 7th, 8th, or 9th. I thought that this was very odd.

The code was taking a standard Salesforce date string formatted like “YYYY-MM-DD”, parsing out the text for the year/month/day, and using the parseInt Javascript function to convert the year/month/day into numeric values. I then created a Date object in Javascript and then made the date modifications.

Well, it turns out that parseInt is a bit quirky. If you do parseInt(“06”), this will return the number 6. If you do parseInt(“09”), this will return 0. ZERO?!?! Yes, 0. This is because parseInt will expect the number to be in Octal format if there is a 0 in front. There is no 09 in Octal. This causes the code to return 0, instead of the expected 9. So, when I subtracted 1 from the month to put the month in proper Javascript Date format, my code was inserting -1 as the month, therefore creating an invalid date. This only happened for the 7th, 8th and 9th months.

To resolve this, it was very simple. All you need to do is add “, 10” after the number to parse into an Integer (declaring a Radix) and it will consider this number to be of Base 10, solving your issue.  So, the correct code would be parseInt(“09”, 10).

To learn more about Javascript date modification for Salesforce.com S-Controls, take a look at this W3 Schools link.


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Sidebar Javascript Manipulation of Edit Pages

Written by ShamrockCRM on December 20, 2008 – 9:18 pm

Every once and a while, I just come up with some new, fun way to manipulate Salesforce.com that I have never known was possible.

Previously, you could never put any code on the Edit page of a record for Salesforce.com.  Because of this, you could not tie events to certain actions on the edit page, you could not override fields or override lookup windows.  You were pretty much limited to editing only the Read page.  VisualForce will allow you to work with the Edit page, but it is very limiting once you implement it for the first time.

With this little project, I placed a Sidebar Component on the Home Page Component.  This uses an IFrame to link to an S-Control.  With this, I constantly detect what page the User is currently on.  If they are visiting an Opportunity page, I know this.  If they are editing an Account, the code know.  With this ability, I can use the code to play with the edit pages.

In this example, I wanted to override the lookup field to take me to another page when the lookup icon is clicked.  For my example, I just used Google, but you could use this to take you to a filtered lookup field, which Salesforce does not currently offer.  If you want to only show Contacts for a certain Account or something like that, this could do it.  It would look just the same as normal.  AMAZING!

Also in this example, I implanted a training note onto the page to give the User instructional advice about a certain field.  Also useful!

One more thing, I defaulted the lookup field with a certain value.  Can you default a lookup field in Salesforce normally?  Nope.  Possibly useful for aiding in searching.

Exciting and interesting ideas, right?

salesforce.com development

force.com developers

salesforce.com developers


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Automatically Refreshing Dashboards

Written by ShamrockCRM on December 19, 2008 – 9:18 pm

If your Salesforce.com Users are like most Users, they are always calling you asking why their Dashboards are incorrect.  Well, it’s because they forgot to refresh the Dashboard or they do not even know how to refresh the Dashboard.

Well, I found a unique little way around this.  I created a small piece of Javascript that can either be placed on everyone’s home page OR on the individual dashboards themselves.  Every time the User visits the page, the code will basically CLICK THE REFRESH BUTTON FOR THEM!  Great, right?

It is the simple things that make me the most happy.  This little script keeps all visited Dashboards up to date all the time automatically.  Let me know if you are interested in this script at all.

salesforce.com dashboards

salesforce.com reports

UPDATE: 8/15/2011 – Tons of requests for this script.  http://www.shamrockcrm.com/salesforce/free-salesforcecom-s-control-to-dynamically-auto-refresh-dashboards/

 


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New Salesforce.com Advanced Search Tool

Written by ShamrockCRM on October 16, 2008 – 7:45 pm

I have created a great new tool for Salesforce.com that makes searching a heck of a lot easier for the average User of Salesforce.

Typically, with the normal Salesforce.com search box, it will ONLY search through Standard fields.  It will NOT search through any of the custom fields that you have created in the system.  This is very frustrating for the User.

Let’s say a User wanted to search for records that contain an external ID to another system in a custom field OR for some characteristic of a record.  ex.  Say you sell Pizza.  You have a field on the Contact record called “Favorite Topping”, with the value of “Pepperoni”.  With the normal Salesforce.com search, if you searched for “Pepperoni”, you would find ZERO results.  See the below screenshot.

salesforce.com advanced search

As you can see, no results showed up for the User.

If you use my new Advanced Search box that I used to replace the old Search box, you can see that Pepperoni immediately returned a result for the User.

salesforce.com search customization

This saves many clicks and TONS of confusion for the average Salesforce user.

Simple, but wonderful!

Click HERE for the Free Salesforce.com Code for this Functionality


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