Tuesday, October 13, 2015

MicroStrategy and Salesforce Integration

MicroStrategy is a platform which provides Business Intelligence service,  interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.

Integrating Salesforce.com and other applications with MicroStrategy, will turbocharge your operational reporting with advanced analytics and excellent visualization in MicroStrategy. In such an environment, MicroStrategy is able to mix data from Sales, product, operations with financial data and give insights which are not possible to derive from just one application.

These reports can be displayed inside Salesforce.com using a Canvas application. This enables users to view MicroStrategy reports without navigating out of Salesforce.

Some of the problems encountered in MicroStrategy in such integrations are:

1. Database is in Use.
Solution: Set the CreateDB parameter to 2.

The following are valid values for the ‘Create Database/CreateDB’ setting:
  • If set to 0 (No), the driver will check to see if a database exists and if does not find one the connection will fail.   The driver will not attempt to create the locally embedded database.
  • If set to 1 (ForceNew), the driver will delete the existing database if it exists and will create a new database for each new connection.
  • If set to 2 (NotExist), and the driver detects an existing database it will not attempt to create the database.  If the driver does not find an existing database it will create the database.
2. QueryEngine encountered error: Connect failed.

2015-10-01 20:21:41.534-05:00 [HOST:ABC485-1.abc123.com][PID:34749][THR:2837067520][Query Engine][Error][0x80042300] QueryEngine encountered error: Connect failed.


Error type: Odbc error. Odbc operation attempted: SQLDriverConnect. [HY000:-40: on SQLHANDLE] [MicroStrategy][ODBC Salesforce driver][Salesforce]General error: java.util.ServiceConfigurationError: javax.xml.ws.spi.Provider: Provider com.ddtek.sforce.externals.org.apache.cxf.jaxws22.spi.ProviderImpl could not be instantiated: java.lang.NoClassDefFo Connection String: DSN=SF;UID=abc@xyz.com;..
 This is due to JDK environment setup issue and requires a manual restart.
3. "column not found" issue
Solution: "REFRESH SCHEMA SFORCE;" before the query of the cube, so this should run every time the cube is executed.

If you need any additional details on Salesforce.com and integration, please feel free to contact ketan.benegal@thecloudfountain.com.

source: [www.thecloudfountain.com]



Creating Home Tab on Service Cloud Console

***An old post that I didn't publish****

Salesforce Service Cloud Console is an application targeted for call centers with high volume activity. In such call centers, Customer Service Representatives(CSRs) have to address customers' concerns over different channels and require information from various sources, e.g. information regarding billing, inventory, orders, products, etc.

Service Cloud Console was specifically designed to address these requirements for the CSRs. CSRs rarely have the need for home tab. However, there maybe situations where they need to view:
  • Home tab: To view calenders, dashboards, messaging components.
  • Tasks: In case CSRs need to setup tasks, e.g. service requests.
We will discuss how to add the above mentioned tabs to Navigator Tab in this blog.

Display Home tab
Please follow the steps as mentioned below:
1. Create a Web Tab by Navigating to Setup->Create->Tabs.
2. Select Full Page width
3. Set the Tab Type to URL and enter other details as shown in the screenshot below.
4. Set the Button or Link URL to /home/home.jsp?isdtp=vw
5. Set the visibility of the tab at the profiles.
6. Add the tab to the Service Cloud Console app.




Display Task list view tab
 To display Task List view tab, please follow the steps mentioned above with the Button or Link URL set to /00T?isdtp=vw

NOTE: This displays the list view without any buttons. If you would like to view the refresh button, set the value isdtp=nv


source: [www.thecloudfountain.com]