Woodford Quick Guide for Salesforce

1.  What is Woodford?
1.1  How does it work?
2.  Running Woodford
3.  The Mobile Project – a home for Resco Mobile app customizations
3.1  Mobile Project’s Properties
 3.2  Getting your Custom Fields and Objects to Woodford
 3.3  Make an Object and its Fields available in the Mobile App
 3.4  Configure a Custom View
 3.41  Create a view
 3.42  Design a View
 3.5  Configure a Form
 3.6  Add items to Home section
 3.7  Add an Object icon
 3.8  Publishing a project
 3.9  Getting help and support
 4.  Advanced Customizations
 5.  Visual Glossary

 

 

1. What is Woodford?

Woodford is an application that enables you to create customizations of the app, manage licenses and mobile devices.

 

1.1 How does it work?

When you connect to your Salesforce organization via the Resco Mobile app for the first time, the default mobile customization for your organization is created in Resco Cloud. From this moment on, you can use the Woodford tool to tailor your Resco mobile experience to suit your business needs.

Note: We recommend that you connect Resco to your org for the first time using administrative credentials. Even though it is possible to connect using any profile, the customization capabilities will be limited until your administrator updates the metadata using Woodford.

Woodford lets you organize your customizations in so-called Mobile Projects. A customization is the way you want the Resco Mobile app to look and function for one or more selected user profiles. The projects you create are safely stored in Resco Cloud and you can freely export and import them.

To make the customization available for your mobile users, the mobile project needs to be published. Resco Mobile app downloads and applies the published projects at the time of the next data synchronization with Salesforce.

resco and salesforce how it works

 

2. Running Woodford

Note: Before first use of Woodford, you need to connect to your Salesforce organization via the Resco Mobile app.

The Resco Mobile app connected to your organization uses a default mobile project highlighting many powerful Resco features on standard Salesforce objects. The easiest way to start making your own customizations is to take this default project and start customizing it using the Woodford tool.

  1. Start by downloading Woodford here (please use the Internet Explorer browser and have the latest Silverlight runtime installed). On the web page, select the “Install Standalone application” option.

      Note: For the time being, Woodford works on Windows OS only.

woodford install salesforce

  1. Once installed, please use your Salesforce credentials to access Woodford. For the URL field use, the value is based on the type of organization you are connecting to:
    1. https://salesforce.com for a production organization
    2. https://test.salesforce.com for a sandbox

salesforce woodford admin login

      Note: Please note that when connecting from outside of your organization’s trusted zone you will need to add the Security Token to the end of your password. See here for more information.

 

3. The Mobile Project – a home for Resco Mobile app customizations

As you already know, the Mobile Project contains customizations of the Resco Mobile app for selected user profile(s) is stored. This is where you can add custom objects, change fields, create new views, forms, etc.

Note: Since Woodford supports more than just Salesforce, it uses slightly different vocabulary than SFDC. Here are the most important differences you may encounter when interacting with Woodford:

Entity = Object

View = List View

Form = Layout

(Security) Role = Profile

When connected for the first time, you will find just one mobile project ((unsurprisingly) called, Default. This project is enabled for a Default Project Role, which means for any profile without a specific project assigned.

You can start customizing by opening this project and changing it directly, but it is advisable to create a Clone of the project so that you can always return to the default state.

 

3.1 Mobile Project’s Properties

Type: For Salesforce projects, this is always set to “Standard User”.

Name: Give your project a name. As you might be creating a few projects at a time and this will keep things organized.

Priority: When there are more projects for the same Profile, the one with a higher priority is used. For example, if you create two mobile projects for a role “Contract Manager”, one with the priority number 10 and the second with 100, the second one will be used.

Note: Make sure that the project for the “Contract Manager” profile has a higher priority than the one for “Default Project Role”; otherwise, the default one will be used.

Roles: Select the profile(s) for which you want to create the mobile project. You can create different mobile projects for different users based on their profile.

Note: It is possible to use the same project for multiple profiles. This is preferable if the profiles are similar, ideally, only different by permissions to certain fields or objects. If profiles differ in layouts or business rules, it is better to create dedicated mobile projects for them. Also note, Woodford can only be utilized by one admin at a time.

 

 

To start customizing, double click on the project to open it (or select the project and click on “Edit”).

 

 

 

 

 

 

3.2 Getting your Custom Fields and Objects to Woodford

If you are using Salesforce for some time, you most probably have customized your instance to fit your business needs by adding fields, custom layouts or custom objects. Ideally, you want to make these available in Resco too.

Note: When connecting Resco for the first time, the default customization uses standard Salesforce metadata without any custom fields or objects. This is to ensure maximum compatibility with connected organizations. Woodford administrators are able to update metadata to reflect actual configuration of your Salesforce instance.

 

 

 

To override default metadata and make your customizations available in Woodford, please use the Update button in the Mobile Projects screen. Based on number of your customizations this may take a while, but once complete you will be able to work with your custom objects.

 

 

Note: Metadata update will be needed each time you make any customizations in Salesforce that should be reflected in Resco mobile app.

After metadata update, you may receive validation errors when publishing mobile project based on the default project. This is because some of objects or fields in the default are not available in your organization (usually Quotes and Work Orders). This is usually not critical and the mobile app can gracefully cope with this, but for sake of clarity, it is better to remove any references to unused objects or fields from your project.Note: Metadata update will be needed each time you make any customizations in Salesforce that should be reflected in Resco mobile app.

 

3.3 Make an Object and its Fields available in Mobile App

You can see a list of objects available in your Salesforce org on the left side, in section “Entities”. If you started with the default project, you have only the main sales and service objects enabled for use in mobile application, the rest are disabled.

To enable a currently disabled object, select it in the list and click on “Enable” button.

Note: When using Woodford you will soon notice that in addition to the Display name, an object is often referred by so-called Logical name. The logical name takes form of Salesforce’s API name, converted to lowercase and prefixed with “sf_”. For example, the logical name of custom object “Customer_Visit__c” will be “sf_customer_visit__c”.

Once enabled, you will see the screen that shows you an overview of the object mobile configuration, while enabling you to quickly set it up. For most custom and standard objects, it is usually ok to leave all the settings intact. Just make sure to select the fields you want to have available in the mobile application. “Available” means visible to user in Views and Forms, or used in business rules such as validations, calculations or visibility checks.

 

Note: when the object is enabled, you can expand the configuration sections either by double clicking on its name or by clicking on the arrow next to it.

For more detailed information on all object settings, please refer to the Entity section of Woodford manual.

 

 

3.4 Configure a Custom View

 

 

3.41 Create a view

 

To configure views, click on “Views” [1] under object options.

To create a new view, click on “New” [2] in the Ribbon menu.

Type [3] – select “Public View” for a standard view. Other types are optimized for special cases such as in-line search (Associated), pop-up (Lookup) and Dashboard.

Template – you can choose from predefined layout templates.

Note: you can import an existing List View from Salesforce (beta) by using the “Import” button.

 

 

 

 

 

 

3.42 Design a View

To add a field to a view, just drag and drop it from the “Fields Explorer” (list on the right) onto the “Designer”.

To change a field to a different one, double-click on it.

Note: you can add fields from related objects by clicking on “Select Fields” button in the Ribbon menu.

Use the left column of the designer for more control over view’s visuals and behavior.

Use the “Ribbon menu” above for adding controls and behaviors to the view.

Once you are done editing the form, hit “Save & Close”.

Tip: For more details, please refer to the Views section of the Woodford manual.

 

 

3.5 Configure a Form

The notion of Form in Resco Mobile app is similar to Salesforce’s Mobile Layout. You can use Forms to:

  • Display and edit record’s fields
  • View records, which are related to the record
  • Show special tabs; such as iFrame (HTML), Map, Chart, Calendar or Media (signature, photo, image editor, documents, etc…)
  • Easily configure dynamic custom logic and validations based on data of displayed record and even other records, directly related or fetched via custom query.

To configure forms, click on “Forms” under object options. To create new Form click the “New” button in the Ribbon menu. Choose the form of type Edit Form as this is the only type relevant to Salesforce.

Note: you can create a Form by import an existing Layout from Salesforce (beta) by using the “Import” button.

If you want to add fields to a form, click on the blank “Designer” area to see the list of available fields in the “Field Explorer” section. (see image below)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Select the “Add Field” button on the toolbar, double click on the field in the “Field Explorer”, or drag & drop a field to place it on the form. (see image below)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To add a list of related records, click on the “Tab” area. Then double click on one of the related Lists that you would like to add on the form.

Note: you can add a list of unrelated objects by clicking “Add Detail” menu item and choosing “Unrelated List”. You can use an object type and a custom query to specify which records to display.

To add other types of tabs, use menu items “IFrame”, “Map”, “Media”, etc.

You can find more usable buttons in the Ribbon menu, such as custom business rule configurations using On Load, On Change and On Save buttons. The Standard or Custom Form commands can be configured using the Edit button on the right end of the menu.

Note: The “Layout” command gives you advanced layout options such as choosing between a Classic layout (one tab at a time) which is more suited to smaller screens, or a Flexible layout (multiple tabs) which is better for tablets (and favored by the default Salesforce customization).

Once you finish editing the form, hit “Save & Close”.

Tip: For more details, please refer to the Views section of the Woodford manual.

 

3.6 Add items to the Home section

Ok, so we have configured a new object to be available in the application, but we also want the user to access it conveniently.

In the Resco Mobile app, we use the “Home” menu, which is similar to notion on “Tabs” in Salesforce.

All you need to do is to drag and drop the object from “Available Items” section to “Home” section. You can also rearrange the items, create hierarchical sub-menus, choose Views displayed when user click on the menu item and much more.

 

Note: In addition to Objects, you can add to Home section many useful mobile features such as Dashboards, Favorites, Maps, Calendars, Route Plans, Email and much more. Consult the related section of Woodford manual to learn about all the possibilities.

 

3.7 Add an Object icon

It is most likely that you want to present your custom object in Resco with a nice icon. There is nothing easier. Resco maintains directory-based structures of all custom images in a mobile project and uses simple conventions to bind images to elements such as, Objects.

To add a custom icon for an object, start by clicking on “Images” [1] in the right menu.

Click on “Add” [2] button and set the Directory to “Home” [3], set the image Name to object’s Logical name [4] and finally click on Image to import the icon you would like from the file-system.

Note: You can add specific images per mobile platform (iOS, Android, Windows) and per device DPI setting.

Just save the changes and the Resco Mobile app will make sure that the icon will appear where appropriate.

 

3.8 Publishing a project

Once you are done with your customizations, publish the project using the Publish button to make it available to your users. Publishing a project will upload it to Resco Cloud, making it available for your mobile audience.

Note: if you are using a hierarchy of derived mobile projects, you can conveniently use the Publish All button to publish the current project and all derived ones in one go.

 

The next time a user synchronizes the Resco Mobile app with Salesforce; the app will automatically download and apply the customization. The app confirms this to user with the message “Application was updated”.

Note: If the app does not show the confirmation message, the most likely cause is that the user profile does not match the profile configured for the mobile project or the priorities are not set correctly.

 

 

 

 

 

 

 

 

 

 

3.9 Getting help and support

If you encounter any problems during the synchronization or general usage of the app, please do not hesitate to contact Resco for help. You can do this quickly by sending us an e-mail with detailed information directly from the Mobile CRM app’s “About” section. Our outstanding technical support will usually get back to you in matter of minutes!

 

4. Advanced Customizations

So, this is about it, when it comes to getting you up to speed on your customization adventures with Resco. However, there is so much more you can do with our technology to make your mobile CRM experience a rich and pleasant one. Please proceed to the Woodford Guide for exhaustive information on advanced customizations, or follow our YouTube playlists to learn how you can get the most out of the Resco Mobile platform. Happy customizing!

 

5. Visual Glossary