Wednesday, April 18, 2012

View Layout Cache in Siebel Enterprise

This is reblogged from http://ondemand-education.com. Those guys have some cool articles :-)


View Layout Cache in Siebel Enterprise:
This is a subject that comes up often enough in the classroom or in the office, so I thought we would post a short article about it. Before we begin, we need to set the scene. You are navigating through Siebel Call Center or whatever application you use, and you click Help - About View with the Shift key held down. Siebel will kindly tell you how the View Layout you were looking at was brought to you :
Not Cached :
Siebel View Layout Not Cached
Well, bad news. You are on a dynamic layout view (amongst other things, applets such as Explorer, Hierarchical, Dynamic Drilldowns, Personalization rules can all make the View Layout so dynamic as to be  ”uncacheable”). So the View Layout is never cached.
Server :
Server Cache  View Layout
Well, so we are getting somewhere. The View Layout was retrieved from the Server and Web Server Cache.
Memory :
Memory Cached View Layout
Potentially even better. The View Layout came from your Browser Cache. In fact, maybe you just got “Server” as the response, then returned to the same View a few seconds later. The Layout was now in your Browser cache, so you got it from the Browser not your Server. Cool!
Disk :
Cached View Layout from Disk
Your Siebel Object Manager on your Siebel Server has the WebTemplateVersion parameter set and there was no updated View Layout available, so the Persistent Disk Cache version was used. The View Layout you requested was found in the Browser Persistent Disk Cache. This may even have happened between sessions in the Application. Cool!
Digging around in your Browser cache folder will bring all sorts of interesting surprises if this is set up. For example, here is a cached HTML file that was in my Browser just after the previous session :
Cache Content
I guess the point here is to think about the different situations where this may impact us.
  • Testing Average Load Times
  • Testing Usage Scenarios and making Assumptions
  • Choosing View Layout Templates carefully
  • Putting Explorer or other dynamic Applets in Views
  • Clearing your Browser Cache
There are a number of parameters  both in the CFG side of things and in the User Preferences that can affect the overall behavior, so watch out and take note of the Bookshelf on the subject of Improving Performance.

Sunday, March 11, 2012

Siebel 8 Script Libraries

 

Quick question; will the following code snippet work ?

Business Service : BS1, contains only this code

function function1 ()
{
TheApplication().RaiseErrorText("function1  triggered");
}

There is no code in any other event/function of this BS. And now, the attempt is to trigger this BS via the following code:

var bs = TheApplication().GetService("BS1");
bs.function1();

Now there is something wrong about the second code snippet, right ? This is not the usual way to invoke a Business Service Method.  The practise is to use the InvokeMethod command, passing property sets for input and output.  But here is the output of running these in Siebel 8

image

 

This is an example of Script Libraries feature from Siebel 8 onwards. Developers can write multiple functions in business services, and then these functions get exposed , and the functions can be invoked directly as you would do on C/C++/Java. There is no need of adding code in  Service_PreInvokeMethod  event to expose the functions.

There are limitations though, such a business service’s functions can be invoked only via scripting. They cannot be used in WFs or BRPs. But if your functionality calls for lots of scripting, this feature surely comes in handy.

 

The ever friendly Oli has been posting some really tricky pieces of code for his code challenges. Head over there to learn scripting mistakes that creep up in code.

Happy Scripting !

Friday, March 9, 2012

View Refresh when clicking New Record in a view with Dynamic Toggle

 

Dynamic toggle applets were probably the first piece of automation a Siebel developer gets to work on; switch the applet depending on some field value. No scripting, nothing at the BusComp level, just Applet toggles. But issues crop in when the logged in user tries to create new record on the applet. Sometimes the view jumps or refreshes, specially when there are lots of applets stacked in the view. The user has to manually scroll down back to this target applet.

Oracle has a work around for this ‘defect’ documented here [ID 541100.1] , which involves loads of scripting at the applet and BusComp level. But I tried to come up with something with fewer lines of code.

Resulting solution: add the following code in the WebApplet_PreInvokeMethod section of the base applet as well as its toggle applets:

 

if (MethodName == "NewRecord")
{
this.BusComp().NewRecord(NewBefore);
return (CancelOperation);
}

 

Yep, I know, the code does not make sense at all. But for some reason, it works ! The view does not jump and the new record gets created right there in the applet. At at just 3 lines of code, it beats oracles long and elaborate code version.

Saturday, February 11, 2012

Desk.Com- Service Cloud for SMBs

On Jan 31st Salesforce unveiled its customer service application for small & medium business enterprises.
It is called Desk.com & is based on Salesforce's acquisition of Assistly.
Desk.com is a cloud based offering for SMBs to support their customers.

Key Features -


  • Build with keeping the Salesforce Social theme in the core, Desk.com allows the companies to support their customers over the major social channels like Facebook & twitter.

  • Integration with Facebook & Twitter is the standard feature of the product and it takes few clicks to link organization's FB & Twitter accounts with Desk.com.

  • Any or all the Tweets & FB posts on the linked accounts can be created & tracked as cases in Desk.com.

  • Desk.com also supports all the traditional customer support channels like Phone, Chat & Email.

  • Organizations can create a knowledge bank which can be made available to customers via their websites. This knowledge bank can act as the 1st step for the customers to resolve their issues.

Salesforce has also launched Desk.com for Mobile platforms. Desk.com for mobile is a HTML5 based application which supports all the major mobile platforms. Agents can respond to the customer while on move. All the major case management functionalities like sending responses, changing case priority, escalating the case etc. are available via Desk.com Mobile.

Pricing - 1st user license is completely free, create your account & start using it. After that it's US$ 49 per agent per month for unlimited usage. For part time support agents there is a flexible pricing option available which is US$ 1 per hour per user.

In this fast changing digital world where people spend a huge chunk of their time on internet nobody can ignore or deny the power of Social media.
But if Salesforce is targeting SMB's for this product then I am not sure how much the social part can be utilized by these organizations. Social interactions require a dedicated team to respond to Social media and if the responses are not handled by the experts then it can boomerang on the company and can have lasting negative impacts.

SMBs generally have very small customer service teams and they would like to respond to the actual customers/prospects rather than people posting random thoughts and queries on social media websites.
So I believe initially Desk.com will primarily be used for its traditional channel support & when the company grows in size and has enough support staff then they can start using the Social part of Desk.com.


Reference -http://www.youtube.com/watch?v=gFEbcDojo1A&feature=related

Monday, February 6, 2012

eScript–Nested ‘with’ has problems in 8.1.1.5


Recently we had the friendly guys from Oracle come over and review our current project. Over the years, we have had review comments coming from such reviews and now know what to expect. But this time, there was a new entry in the document.
Siebel eScript developers and basically anyone who has worked on ECMA style languages must have used the ‘with’ statement. The with statement assigns a default object to a statement block, so you need to use the object name with its properties and methods. Its makes coding easier when you need to do multiple actions on the same object. But nesting with statements , it seems, is not a good idea if you are planning to upgrade to version 8.1.1.5 which came out last year.
The With statement structure indicates that all methods within its block will be based primarily on the indicated object. When With blocks are nested, it is not immediately obvious which object’s method will be invoked. The code execution may not do what the developer intended.
with(firstbc)
{
ClearToQuery()
ExecuteQuery();
with(secondbc)
{
ClearToQuery()
ExecuteQuery();
}
}
If the script remains unchanged prior to upgrading to 8.1.1.5, there is a known defect where runtime errors will occur. Although this is currently considered a defect and intended to be corrected, nested With blocks are not a recommended scripting practice. All of the methods invoked in the second With block would also work on the object in the first With block. In this script, the developer was actually done using the firstbc object prior to starting the nested With, but simply chose not to close the block.
Now oracle says that :It is not recommended to nest With blocks. The first With block should be close prior to initiating a new With block or the object variables should always be used.
Now we have used countless nested with statements it handle complex business logic, and have never faced an issue. But we are now rewriting the code eliminating nested withs and using the complete object names. This is because we do have plans to upgrade some time in future, and its best to steer clear of rework then.
with(firstbc)
{
ClearToQuery()
ExecuteQuery();
secondbc.ClearToQuery()
secondbc.ExecuteQuery();
}

Update: Oracle SRs are here and here

Saturday, January 28, 2012

New Year, first post.

 

Happy New year ,everyone. Yeah, I know, this post is long overdue.  I changed jobs some time last year, and the work at the new place is not exactly what I expected.  Crazy deadlines, unrealistic requirements, last minute changes…the works.

But I did get to learn more about this whole CRM world.. And here’s hoping I find more time to share more of what I learn.

I began my career on Siebel 5 years ago, and it has been my bread and butter. The tried and tested On-Premise mode of CRM installation has always been popular with the blue chip and Fortune 500 clients I had the opportunity to work for.  Although cloud based applications are gaining foothold, most of my employer’s clients steered away from sharing mission critical data on the web. They seem to feel more comfortable maintaining and storing their customers data in company’s storage rooms. A lot of them have have simply said no to SalesForce CRM because they don”t get to secure their customer’s data. But all that is changing.

SalesForce.com has understood this customer concern, and the have decided to do something about it. This year, they will introduce a new feature called Data Residency Option or DRO. Simply put, DRO will enable On Premise storage of mission critical data on Cloud.com servers, which can be setup inside client office locations.

DRO will be a part of database.com - a cloud database Salesforce made generally available. It gives an option to the customers of Salesforce to store their mission critical data at their own location and hence keeping complete control of the inward and outward flow of the data across the customer firewall.

The technique developed by Navajo, also called Virtual Private Saas, provides the cloud vendor, Salesforce.com in this case, a key that enables it to translate the encrypted data as it passes through its cloud application. The data is then re-encrypted as it leaves the cloud vendor's solution and returns to the customer's data source. The corporate data is unreadable on cloud provider's servers during this entire operation. VPS is available both as a cloud service, as well as an appliance sitting on the customer's local or Wide area network. With VPS, the customer is solely responsible for its data security as it will hold all the encryption keys.

The flip side to using such a technique would be the security of the encryption and decryption keys used for the process. It is highly critical to properly manage the keys as once the key is lost, the encrypted data can no longer be accessed. Hence, this calls for robust key management to avoid any such eventuality.

But, barring the above, In my view, this technique will overcome the most important impediment to cloud adoption and will be a foundation of technological acceptance as it addresses the key customer fear i.e. about potential data threats in the cloud.

Coming to the acquisition, Navajo systems, founded in 2009 was one of the existing encryption service providers for Salesforce. Salesforce decision to acquire Navajo hence made a lot of sense when other cloud based CRM tools such as Sugar CRM already has possible options for deployment on public clouds (Amazon EC2, Rackspace etc.), private clouds such as VMWare and also on-site behind customer firewalls.

According to a recent report from IBIS World, one of the world's largest independent publishers of U.S. industry research, CRM industry today stands at 60% on-premise deployments and 40% cloud based solutions (1). For customers who are looking for new purchases or upgrade of their legacy applications, DRO might just be the key decision influencer. Let's wait and watch!!

References:

(1) http://www.destinationcrm.com/Articles/Columns-Departments/Insight/Are-CRMs-Worst-Years-Behind-It-79254.aspx

Monday, December 26, 2011

Happy Christmas to One and All

Happy Christmas to One and All:

Wishing everyone who reads this a very happy Christmas and a prosperous New Year!