The CRM Zen Show Episode 294 – Blueprint Desktensions

Zoho News

• PSA – Re-enable Zoho Connect integrations before March 30
  • If you are using Zoho Connect, there are a handful of connections you will need to reconnect before the end of the month.
• Upcoming Zoho Creator Updates March’24
  • The most notable updates this month include the addition of batch workflows and the device type Deluge variable.
• SalesIQ Chatbot now supports 30 languages
  • An excellent addition to the answer bot.
• Zoho Workplace Jan/Feb’24 Updates
  • We’ve already covered the major updates, but in case you missed them, here are all the Workplace updates from the past two months.
• JWT Authentication is being rolled out for Zoho Desk
  • Great to see other apps that could benefit from JWT being implemented.
• Add Marketplace Extensions now in Zoho Desk Blueprint Transitions
  • A great enhancement to Zoho Desk, providing a wide range of implementation possibilities.
• Zoho Desk Announces Demo App for ASAP Mobile SDK
  • Test the power if the Zoho Desk ASAP app with the new Demo App.
• Bigin adds customizable form links
  • You can now use your own domain for the form link.
• Flag important recording sessions in PageSense
  • The title says it all.
• Zoho Developer Digest Feb’24
  • Don’t miss out on the upcoming developer events this month.
• Zoho Projects Renames “Resource Utilization” to “Workload Report”
  • In addition to the renaming, there were minor enhancements to task grouping, diverse task expansion styles, and a dynamic timeline view.
• Zoho Recruit adds Refine Match option
  • Let Recruit determine a matching candidate for a job or a matching job for a candidate.
• Zoho Social Facebook Report Changes
  • Facebook’s migration to the New Pages Experience has resulted in the deprecation of several Page Insights analytics, affecting Reports module features.

Implementation of the Week

• Custom Sync for Notes between CRM and Recruit
  • In this implementation, we’re working with a staffing company that is using CRM and Recruit to manage their sales and hiring processes, respectively
  • They actively used the Notes section in both systems to track ongoing touchpoints and conversations related to the CRM Deal/Recruit Job Opening, and Candidates being considered for those openings
  • In order to ensure there aren’t any missed communications, it was important to this client that a note taken in Recruit would display in the appropriate module of CRM so that all teams have visibility
  • To accomplish this, we first had to build on the CRM/Recruit integration to ensure that ZCRM Deal IDs were stored in Recruit Job Openings when they convert over
  • Then, we used a Zoho Flow (and this Deal ID) to set up automations that will write Notes from one system to the other, immediately triggered upon the saving of a Note record

Code Share of the Week

• COQL with Special Characters
  • COQL excels at standard queries, but sometimes records contain special characters that throw it off. The special character search functionality solves this by parsing out these characters and searching for each letter or word fragment individually. This unlocks a new level of search precision, ensuring you never miss a record due to unconventional formatting.
  • This functionality replaces all special characters with a comma, then turns the remaining string into a list that is formatted into a list of where clauses.  The final part of the function adds parenthesis at the beginning and end of the where clause so that it can then be effectively formatted as a search query.

New On Zenatta

• Zenatta Blogs
  • Club Zenatta Turns Two: A Toast to Our Community and Members
    • Thank you all for your continuous support and for helping the community flourish!

Tips and Tricks

• NEW! Kiosk Studio for Process Management in Zoho CRM (Tutorial)
  • In this week’s tip, Tyler covers everything from setting up a kiosk, customizing fields, making decisions based on data, to integrating actions within Zoho CRM. 

Question of the Week (AZAAZ)

• How to Navigate Custom Exceptions Using ‘Throws’ in Zoho Deluge
  • In this week’s response, we delve into a crucial but often overlooked aspect of Zoho’s scripting language, showcasing how to utilize the ‘throws’ function for crafting custom exceptions, thereby enhancing error management and making debugging more efficient.

This Week’s Quizzes

• Monday Quiz: What is the primary purpose of Zoho CRM GraphQL APIs?
• Wednesday Quiz: What is one of the highlights of Zoho Writer’s citation generator?