What are your "top 10" developer how to questions?

Hi  Jeff Bickart,

here are some topics that are intersting for me 

• how to extend Sugar BPM with a custom Action with custom parameters (for instance, call an external REST API with specific parameters)
• what is the best way to alert the user that something went wrong after a hook execution (for instance, an aftersave hook that failed because the external system canno't be reach ; the best way would be a popup...)
• how to manage B2C/B2C customer with Sugar
• how to manage files with Sugar Cloud instance (for instance a custom action to upload specific files that must be read to create / update some records)

Many thanks,

Fred

Frédéric Rinaldi great questions. I will do my best to address them. My thoughts

• Adding custom actions to SugarBPM can be done, I can provide some examples
• I would use notifications, instead of an alert. Notifications are the number icon at the top of the screen
• Can you expand on what you would like to know about managing B2C other than turning off the requirement of Accounts in certain modules? There is a config parameter to turn off the requirement of accounts.
• Can you please provide more details on your use case?

Frédéric Rinaldi great questions. I will do my best to address them. My thoughts

• Adding custom actions to SugarBPM can be done, I can provide some examples
• I would use notifications, instead of an alert. Notifications are the number icon at the top of the screen
• Can you expand on what you would like to know about managing B2C other than turning off the requirement of Accounts in certain modules? There is a config parameter to turn off the requirement of accounts.
• Can you please provide more details on your use case?

Hi Jeff Bickart,

• Notifications are OK but not the more "visual" to push information to the end user ; we are looking for browser notification or  web socket like feature in order to push better information / alert to the user, even for server action
• About B2C / B2B management : we have several customer that use the CRM for B2C / B2B management. So, it means that I could have a contact : Frédéric Rinaldi whom is involved in a commercial relationship for himself (as a B2C) or for his company (as a B2B) and sometimes both.
  • in Sugar, the Account module is central and in my opinion, we should keep an Account Frédéric Rinaldi for B2C management but also a contact (for outlook plugin or marketing automation synchronisation for instance)
  • because of the many-to-many handles like a one-to-many contacts-accounts relationship, it's complicated to imagine having a single contact link to his pro account (B2B relationship) and personnal account (B2C relationship). But, for my customer it's important because we are talking about the same contact and we should be aware about how this guy is involved with us
  • Cases or Opportunities / RLI / Purchases etc. are expecting an account ; the same for core reports / dashlets (sale funnel for instance) / forecast
  • the core B2C option is just going to set optional the account, but it's not going for us to provide a good user experience about how to handle B2C / B2B Sales process, Support process (portal access / visibility for the cases) etc.
• SugarCloud and file management ; my case is the following
  • my customer got, every weak, several files provided from external systems (ERP etc.)
  • those files are XML or CSV
  • we need to upload all the files at the same time
  • according to the file "type", we need to read the content in a specific way and then run the corresponding action (create or update existing records)
  • then we would like to archived the files in a proper way

I hope this help to understand my expectations. 

Fred