Latest news and thinking from Venn Technology.
Disabling the multi-user selection in the Salesforce login screens.
I have just solved the world’s largest first world problem that very few people have. If you’re a Salesforce Consultant and you’re constantly logging into different Salesforce Production and Sandbox Orgs then you’ve likely dealt with this before. The dreaded multi-save usernames for Salesforce orgs. If you’re anything like us, we use a secure password… Read more
Workato: How to process an unlimited amount of records
If you’ve been following the feature development that Workato has been pushing out lately then you probably know about Callable recipes. Synchronous callable recipes, at the time of this writing, have the unique ability to be included in the “transaction” that started it off. You might call 5 different recipes from one single recipe and that would… Read more
Sending audio files to Google Cloud for transcription via Workato
Pretty much everyone knows what Speech-to-Text is these days. You likely use it all the time with your phone to transcribe your voice to text messages or to whip out a quick email. But what if you need to do the same thing in mass? What if you have a large number of audio recordings… Read more
Connecting Google Cloud to Workato
Google Cloud Platform is a platform for cloud computing services that very much looks like Amazon Web Services. It offers a variety of services that somewhat (so far) compare to what Amazon. While AWS remains on top in the race to be the dominant cloud platform, Google is battling their way with lower prices. I’ve… Read more
Using Workato Lists to Parse Objects and then Compose a CSV to upload to Box
Before the recent addition of the Lists Utility in Workato, you had to find a way to get your list perfectly set before you utilized it in a Compose CSV action. If your requirements dictated the need for an If/Then action to check for additional criteria after getting your list from your search action, then… Read more
How to work around Salesforce’s 30,000 paused flow interviews using a middle-ware tool called Workato.
Recently one of our clients, with whom we are doing a Salesforce Case Management Project with, asked us to develop logic that would allow Cases to be created with certain criteria two weeks before an event starts. These particular events require multiple criteria to be completed before the registrant can attend that specific event. The… Read more
Building Workato Recipes With Purpose
This is article #3 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here and article #2 here. Workato’s mission is to be an integration service with the power of an enterprise grade software and the simplicity of a DIY platform. In other words, Workato’s integrations are accessible to the nontechnical… Read more
Planning for Your Salesforce to Intacct Integration – Questions for SMBs & Nonprofits
This is article #2 in Venn Technology’s 3 part Salesforce and Intacct Integration series. Read article #1 here. If you’re reading this post you are most likely already aware of the myriad benefits integration has for small to medium sized businesses and non-profits. If you are not, here’s a quick refresher: no more manual… Read more
Salesforce and Intacct: The Secret to the Perfect Sync
Salesforce and Intacct are powerful tools for any SMB or non-profit arsenal – I’ve seen them in action at the amazing organizations we advise here at Venn Technology and the advantage is vast. But it takes more than just adapting the software, you have to know not only how to use them but also… Read more
Dreamforce 2015 – Top Takeaways
Dreamforce keeps getting bigger and better. DF ’15 was no exception. Here are the things we at Venn Technology found to be the biggest takeaways. WHOA! This marked my fifth time to attend Dreamforce. There were 40,000 people at my first DF. Prior to that the biggest business event I had been to had somewhere… Read more
What is the new Salesforce?
The New Salesforce Unless you have been hiding under a rock you have probably heard at least a little bit about “The New Salesforce” but may not know exactly what that means. On the surface some might say that “The New Salesforce” is simply a new user interface. While that is partly true it is… Read more
Scheduled Actions in Salesforce Using Workato
Have you ever wanted to create scheduled actions in Salesforce? Time Based Workflow vs. Schedules Let me start with saying that Time Based Workflow is a great tool. It allows you to do things like schedule a follow-up task two days after the creation of a new Lead or notify a sales manager when an… Read more