Appirio's Product Blog

Showing posts with label integration. Show all posts
Showing posts with label integration. Show all posts

Tuesday, April 3, 2012

Appirio Cloud Sync April 2012 Release

Summary:
In this release, there are several fixes to Calendar Sync, improvements to Contact Sync, and a platform enhancement.

Details:
  • Calendar Sync improvements:
    • Cloud Sync now successfully syncs recurring meetings when there is a bulk trigger on the Salesforce Event object.
    • This is a workaround for the Salesforce issue described here: http://boards.developerforce.com/t5/Apex-Code-Development/Bulk-triggers-in-recurring-event/td-p/83781
    • Fix for I-6102/I-16559: Recurring meetings that end by a certain date are no longer duplicated if the calendar sync configuration is deleted and recreated.
    • Fix for I-8898: Events where the duration is longer than one day and marked as All Day Events are now synchronized with the correct duration.
    • Fix for I-14590: Recurring events that start more than 1 month in the past but that have occurrences within the sync window will now be synchronized.
  • Contact Sync improvements:
    • Number of records supported per contact sync configuration is increased to 5,000 from 1,000.
      • Note: due to Google throttling, synchronization of data sets above 3,000 can result in longer initial sync times .  This can in turn cause the synchronization admin page to become unresponsive while it's waiting for the sync to complete.
    • Contact sync duplication prevention now checks all Salesforce contact records for matching email addresses before allowing insert/update of new contacts from Google.
      • This will reduce the chance of creating duplicate records previously caused when the contact sync configuration only considered a subset of Salesforce data based on visibility settings, field-level filters, or the number of records exceeding the 1000 record cap.
    • Contact sync now allows users to configure which Google group to synchronize to.
      • Previously, sync automatically put Salesforce Contacts into the Other Contacts group when synchronizing them to Google and if users wanted to have the data sync onward to their mobile device, they needed to manually move the contact to the My Contacts group after the data synchronized.
      • Now, new Contact sync configurations support an Advanced Setting called "Sync Salesforce to Google group" that controls what group the contacts will be added to.  This defaults to My Contacts to make it easier for users that want the contacts from Salesforce to be available on their mobile devices.
      • Existing configurations continue to use the Other Contacts group until edited.
      • Note: data sync'd previously will not be moved from Other Contacts to the My Contacts group with this new setting, users will need to move the existing data manually, but when using a sync configuration with the new setting, any new contact records synchronized to Google will be associated with the My Contacts group. 
    • Contact sync supports a new visibility filter which is the default setting on new contact sync configurations e.g. "Contacts owned by me or related to Accounts owned by me".  As the name suggests, the setting will synchronize contacts owned by the user, as well as contacts related to accounts owned by the user

      • All new contact sync configurations will use this setting as the default visibility filter.
      • Existing configurations continue to use their current visibility filter until edited.
  • Platform improvements:
    • Cloud Sync will retry after getting a login failure or license expired failure up to 10 times, each time sending an email notification to the user.  On the 10th consecutive failure, Cloud Sync will inactivate all of the user's sync configurations.
      • To recover, the user will need to correct the login failure or extend the subscription, click Start and then Sync Now on the appropriate Inactive sync configuration.
For more information about Appirio Cloud Sync please visit http://www.appirio.com/technology/CloudSync.php.  For technical support please visit the Appirio Support portal and knowledge base or contact Appirio support via email at: support@appirio.com

Monday, March 14, 2011

CloudWorks March 2011 Release Is Here!

Appirio's Cloud Technology Group is very pleased to announce the March 2011 release of CloudWorks.

CloudWorks is our innovative technology for surfacing cloud-based data - specifically, your Salesforce.com CRM and custom Force.com data - in a meaningful business context, such as your Gmail or Google Calendar.

Customers use CloudWorks to improve sales productivity through their CRM systems via better data quality, more updated pipelines, easy activity creation, and realtime information when and where users need it. They also use CloudWorks to incorporate custom processes, such as recruiting, timecards, expenses, even idea voting - right into their mail and calendar apps.

Put simply, if you have SFDC and you have Google Apps, you need CloudWorks.

The March 2011 release is a significant step forward:
  • We now have a full-fledged administration console, available from the More > menu in Gmail, or directly at http://cloudworks.appirio.net. Here, we've consolidated all of the developer and admin functions, as well as a new "My Settings" tab that allows individual users to inspect their SFDC Oauth tokens, and de-authorize or re-authorize to a new org.
  • We've added an email contextual app for Leads and Campaigns. Now, if you receive an email from a sender who's not a contact in your SFDC CRM, we check to see if that person is a Lead, and if so, we'll show you the relevant info.
  • You can now create a Contact in SFDC right from Gmail, anytime you receive an email from someone who's not listed anywhere in your CRM.
  • This is our first release of production-quality documentation, including a Getting Started guide for end users, a Standard Apps guide, a developer's guide for Building Custom Apps in CloudWorks, and much more.
Of course, CloudWorks is delivered as a secure, multi-tenant SaaS application, so there's nothing to install or maintain.

Please contact us today if you have SFDC and Google Apps and want to try CloudWorks, or even if you have SFDC and are thinking about a move to Google Apps!

 
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