Robb Culp
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Articles
Recent activity by Robb Culp-
Salesforce Profiles and Permissions
Profile/Permissions A Salesforce user has permissions on what objects, fields and capabilities they have access to. When signing into a Salesforce org with a Profile with limited permissions (such ...
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Mobile Offline Mode Support
Applies to: Mobile V3 i360 v3 downloads all data needed to for offline mode support. At times there may be data on the device that has changed that doesn't match the remote resource. Say an appo...
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Identity Providers
When a user has an account, password and a license to the mobile app, they must authenticate with an identity provider such as Salesforce. There are scenarios such as two-factor authorization, pass...
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Discovery and Synchronization
Discovery and Synchronization Discovery and Synchronization is the process of identifying what the backend is capable of and the data(s) structure/shapes. Once discovered, the process of downloa...
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Quote Templates
Quote Templates are predefined Quotes with Quote Items. Selecting a quote template will do the following: Take all Quote Template Items and add them as Quote Items to the quote. Once all the Quot...
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Quote Pricing Calculations
Quotes have quote items added to them in which pricing calculations are then updated. Terminology Quote Item (Line Items) Terms Quantity: Number of items. Quantity can be negative. We don't reco...
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Create and Update Quotes
Create and Update Quotes Quotes And Related Items When a quote is created, quote items and attachments can be added. When uploading to the server, we want the Quote and all Quote Items to be create...
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Products
Products All active Products are downloaded during the discovery and synchronization process. This is so Products can be searched for and added even without a stable internet connection. If Produc...
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Payments
In order to collect payments, will need to have an account setup with PaySimple. Setup The organization backend needs to have PaySimple API Username and secrets setup and marked as active. Gene...
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Release Notes
Version 1.32.0 (Next) Updated Lightning Support of Account objects during discovery and synchronization process. Searching Salesforce Classic for Quotes and Sales no longer throws error. Added s...