Due to some exciting new customer deployments, we wanted to share again how you can use Excel as middleware when running dynamic document packages (DDPs) within Salesforce. It is often the case that companies have “legacy” Excel files with complicated calculations and intellectual capital wrapped around business rules. Or, have a need to incorporate complicated [...]
One of our favorite DDP Admins, Dave Benton at Austin Ventures, has recently deployed a powerful “Send to Box.net” DDP delivery option. Another example of the creativity we see from our customers and the power of connecting cloud services (Salesforce + Drawloop + Box). Business Requirement: Dave needed to dynamically create his “Weekly Deal Summary” [...]
We recently were able to help an existing customer with a new requirement for his quotes. Based on his unique business requirements, he was able to leverage our document service and use Microsoft Excel as “middleware” to avoid having to add lots of custom Salesforce fields and complex formulas. Microsoft Excel – With Drawloop’s LOOPlus [...]
If you are like our customers, you probably have a lot of time, intellectual capital and critical business rules living inside various Excel files. As more companies move to the cloud, the business intelligence wrapped up in Excel can present a huge problem. Do you build a custom program to replace the Excel calculations? Do [...]
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