Bezlio Introduces Gallery, for Self-Service Analytics


Self-service dashboards and analytics are the future of business intelligence. Workers need meaningful data more than ever, and they can't wait for IT to provide it. They need real-time data to help them see business trends as they are happening. They need quality data at the proper scale to improve their decision-making. They need user-friendly interfaces to make it easy to interpret the data, and they need complete mobility to retrieve that data from anywhere.

We are excited to release a significant new component that makes Bezlio a major player in the self-service analytics market. Today we are announcing the release of Bezlio Gallery.


What Is Bezlio Gallery?

Bezlio Gallery is a carefully curated store of pre-developed dashboards, apps, and data visualizations that you can browse, select, and instantly install into your Bezlio account. Divided into categories based on job types, the Bezlio Gallery will provide you with a vast array of dashboards that fit those specific roles, along with descriptions, screenshots, and videos to help you understand how the visualization works. With a few clicks, you can install any available Bezl from the Gallery into your Bezlio account.


Dashboards For Everyone


We believe that everyone deserves to have relevant dashboards designed just for them. Every business role deserves to have access to data visualizations that provide meaningful real-time information.

Today, 18 different roles are available. Over the next few months, each one of those roles will have a wide variety of dashboards and visualizations ready for Bezlio customers to install, try, and use. The vast majority of the Bezls in the Gallery will be free to Bezlio users.


Simple Self-Service Installation

GIF that shows how quickly a Bezl can be added via Gallery.

Bezlio Gallery makes it incredibly easy to add new data visualizations to your Bezlio account. If you are logged in and viewing a Bezl in the Gallery, just click the "Install" button on the Gallery page. Select the name of the panel you want to add the Bezl to (or even add it to a brand new panel), and you are ready to go!


With Relevant Data

Screenshot that highlights the tags showing which data sources are natively supported

Not sure if a Bezl in the Gallery works natively with your company's data? The Bezlio Gallery will show you which ERP/CRM applications a particular dashboard will work with, without modification.

Keep in mind that almost any Bezl can be wired up to work with any ERP application. Please reach out to us with any questions or requests!


The Future

Over the coming months, the Gallery will become the centerpiece of Bezlio product development. We expect to grow the number of available Bezls exponentially so that everyone, in any role, can enjoy the benefits of self-service analytics!

Happy Bezl'ing!

SaberLogic Announces New CEO, Adam Ellis


The Board of Directors of SaberLogic announce that it has unanimously elected Adam Ellis as Chief Executive Officer. This appointment takes effect immediately.

"It is a great honor to take on this role at such a pivotal moment for SaberLogic and Bezlio," said Ellis. SaberLogic released Bezlio, a SaaS product directed at companies who need a simple dashboard and mobile data platform for their ERP, in early 2017. Sales and services around Bezlio will become the focus of the SaberLogic going forward.

Ellis continues: “Over the past 15 years, we have assembled a fantastic team that truly understands the challenges faced by the small to mid-size manufacturing sector. Bezlio's ease of installation and integration, a gallery of available dashboards for self-service install, mobility and flexibility are going to amaze our clients. I look forward to taking our team to the next level by delivering a product that is tuned perfectly to the needs of this market that we know so well."

A Real-time TV Dashboard For Your Team in 3 Steps

An illustrated graphic of a TV screen with charts and other details that depicts Bezlio's ability to create TV dashboards for teams in just 3 easy steps.

Teams can be difficult to manage and inspire while heading towards the common goal. A tool that has become very popular over the past few years is the team dashboard displayed on a TV in a common area of the office. They display important metrics and analytics in real-time that are critical to your team's goals and morale.

Bezlio gives you the ability to create and display your team's dashboard on a TV very quickly, without the need for any additional software.

How To Get Started

Step 1 - Select a Panel - Open the panel you would like to display. Your panel can have as many Bezls as you want on it, all showing different data, metrics, and KPIs. Keep in mind that you won't be able to scroll up/down or left/right on the TV so make sure they are all visible.

Step 2 - Generate a URL - Next, we need a way to share this panel with the TV. You can accomplish this by creating what we call a ‘Share link'. This type of URL automatically logs you into Bezlio, displays the panel and hides all of the unnecessary window decoration, giving you a clean arrangement of your dashboards and KPIs.

A GIF that shows how easy it is to create a URL that will share a panel in Bezlio on a TV screen. It makes it easy to create a team TV dashboard from any Bezlio panel!

Step 3 - Display the Dashboard on Your TV - The final step is to get the panel onto your TV. We suggest displaying Bezlio on your team's TV screen using a small wireless device with a built-in web browser, such as an Amazon Fire Stick or a Rasberry Pi. Plug the device into your TV, connect to your Wi-Fi, open the web browser, then navigate to the "Share link" URL that you generated in the previous step. The browser will log in and display your Bezlio panel!

The result is impressive... real-time dashboards that give your entire team updates on critical data that will enable them to make fast decisions!

What's New for September 2017

What's New This Month in Bezlio?


What's new in Bezlio this month?

We've improved a lot of different areas; including snippets in the custom designer, adding some additional map charts, foundations for barcode support, and some welcome enhancements for Bezls using our new advanced grid designer!

Let's dig in!

Illustration of hands using a tablet. This is the cover image for the Bezlio "What's New?" post for September 2017.

Illustration of gears that symbolize Bezlio's technical features.

New Snippets

We have added new snippets to the custom designer.

BRDB Improvements

In preparation for new apps and dashboards being released, we added Excel data files to the BRDB installer. There is now improved handling inside of your portal if your BRDB server goes offline.

Barcode Support

We installed the Quagga library to enable bar code read support from within Bezls. In the near future, we will be creating some new apps to illustrate how to do this.

Advanced Grid Column Headers 

We improved the advanced grid to always show the column headers. Yay for scrolling!

Export Excel from Advanced Grid

We included the ability to export the results of a Bezl based on the advanced grid into Excel.

Odds & Ends

A few other updates we would like to share:

  • Bezl parameters are now consolidated into a single prompt dialog
  • Added a print option for Bezls that can be found under the "Share" menu
  • Added prompting support to all data subscriptions
  • Added missing FusionCharts maps to installation
  • We now note the template type on edit buttons in 'My Bezls'

Illustration of three wrenches which symbolize the Bug Fixes section of the newsletter.

Here are a few of the pesky bugs that we took care of in this new release:

  • Resolved sorting issue with the advanced grid.
  • Advanced grid drill downs were not going to the final level of depth.
  • Safeguards added to prevent deletion of organization administrators.
  • User profile image bug fix.
  • Resolved an issue with the advanced grid related to child level sorting. Previously this was thought to be due to null values but it was discovered to be something else and was resolved in this release. See -Slack if you need to retrofit any previously published advanced grids with this fix.
  • Hid the 'Group By' box in the advanced grid designer until fields are present in the details section to avoid confusion.
  • Set Advanced Grid to correctly auto-collapse children when a parent is collapsed.
  • Resolved issue with 'remember me' checkbox not correctly operating if the site has not been used within 8 hours.
  • Resolved bug where was not working when used within a template designer.
  • Resolved issue where the 'shared with' list would disappear after editing a Bezl.
  • Resolved issue where changes to a view were not being saved.
  • Buttoned up UI issue when using the 'Environment' drop-down within templates.

Illustration of lab equipment that represents the list of features that are being developed in the Bezlio labs.

Here's a quick list of things we are working on in the Bezlio lab:

  • Automatic query prompting for Bezls
  • Scheduled Bezls
  • Hot key navigation
  • SSRS Plugin

Slack logo that represents the newsletter section that shares highlights from the Bezlio Slack channel.

ERP-specific Channels

If you are an Epicor ERP, VISUAL ERP, or Epicor P21 user, we have dedicated Slack channels set-up specifically for you. Login and subscribe to these ERP-specific channels. If you would like to see one for your specific ERP, drop us a line at [email protected]


Illustration of a computer monitor and the words "Watch a Free Demo" which invites users to sign-up for an upcoming Bezlio webinar.

Ready to learn more? Ready to connect to your ERP and then publish dashboards, analytics and other visualizations of your on-premises data on any mobile device, in real-time, with two-way communication? Then join one of our upcoming weekly webinars!


YouTube logo and the words, "Watch, Learn and Explore!" which helps to direct Bezlio users to th YouTube channel for more information.

Check out and subscribe to our YouTube channel, where we are continually posting new how-to videos, tutorials, past webinars and more!


What's New for Week of July 17, 2017

What's New This Week in Bezlio?


What's new in Bezlio this week? This week is all about the details and the polish. We’ve improved the custom designer, connected the Apps area dynamically to GitHub, and made the permalinks a bit more friendly.  Let's dig in!

Illustration of hands using a tablet. This is the cover image for the Bezlio "What's New?" post for July 17, 2017.

Illustration of gears that symbolize Bezlio's technical features.

Custom Designer Improvements

We have added over 150 new snippets to the Custom Designer to give developers more tools to create Bezls faster. Let us know what bezls you are able to create with these new 'drag-and-drop' snippets once you get the chance to play around!

Apps are Now Linked to GitHub 

If you love getting the latest and greatest versions of Bezlio Apps, then this week’s update is for you. We have dynamically linked the Apps in Bezlio to update automatically from GitHub. That means there are already new apps in there right now! Plus, you can check back in the Apps section and know that you are seeing the newest functionality available.

Secure & Friendly Permalinks

You can use Bezlio permalinks to automatically login and display a Bezlio panel on a TV or kiosk. Today we are making those URLs more user-friendly by shortening them through Also, we are giving administrators the ability to revoke permalinks in cases where they would need to be disabled.

Odds & Ends

We have a few other updates that we would like to share:

  • We have added friendlier navigation to the billing portal when your trial has expired. That way you can keep the fun going!
  • We have updated the color scheme when mass managing Bezls so that the delete button is red. A little help to save us from ourselves never hurt!
  • We have added additional client side encryption and compression. High fives for keeping data compact and secure!

Illustration of three wrenches which symbolize the Bug Fixes section of the newsletter.

We made liberal use of the bug spray this week. Here are the worst we killed:

  • Added escape of special characters used in column titles for the simple grid.
  • Resolved issue with SharePoint Online connections attempting to be routed to BRDB as opposed to direct to SharePoint Online.
  • Prohibited the share of a Bezl when a user is not the owner of that Bezl (preventing shares being forwarded without the original owner's knowledge).
  • Resolved "Data Subscription is not in your available list" message when creating a new panel.
  • Upgraded version of angular2-grid to attempt to resolve random errors thrown by that library.
  • When a user is deleted, all historical data was not being removed. 
  • Fixed bug with Advanced Grid where an error would be thrown when only one row of data was present and a grouping was used. Note this bug fix only applies to newly created advanced grids or those re-edited in the template.
  • Fixed various bugs in organization maintenance.

Illustration of lab equipment that represents the list of features that are being developed in the Bezlio labs.

Here's a quick list of things we are working on in the Bezlio lab::

  • Automatic query prompting for Bezls
  • Scheduled Bezls
  • Hot key navigation
  • SSRS Plugin
  • Advanced Grid Enhancements – Filtering, Export To Excel, Conditional Formatting 

Slack logo that represents the newsletter section that shares highlights from the Bezlio Slack channel.

ERP-specific Channels

If you are an Epicor ERP, VISUAL ERP, or Epicor P21 user, we have dedicated Slack channels set-up specifically for you. Login and subscribe to these ERP-specific channels. If you would like to see one for your specific ERP, drop us a line at [email protected]

New Bezls

We posted discussions around some new Bezls available for doing Packlist Verifications, Same Day Shipments KPI, On-Time Shipments KPI, and Today's Booking Comparison. Jump in and take a look to see if these Bezls provide better insights into your operations!


Illustration of a computer monitor and the words "Watch a Free Demo" which invites users to sign-up for an upcoming Bezlio webinar.

Ready to learn more? Publish your on-premises data on any mobile device, in real-time, with two-way communication. Then join our upcoming weekly webinar, this Wednesday!


YouTube logo and the words, "Watch, Learn and Explore!" which helps to direct Bezlio users to th YouTube channel for more information.

Check out and subscribe to our YouTube channel, where we are continually posting new how-to videos, tutorials, past webinars and more!


What's New for Week of June 26, 2017

What's New This Week in Bezlio?

What's new in Bezlio this week? This week we published two new projects that we have been building in our "Lab" for months. Read about these two new features, a few bug fixes, and more about our Slack community!


Advanced Grid Template

The initial version of our 'Advanced Grid' is now available in the templates list. The "Advanced Grid" template is easily the most powerful template we have ever built and will allow you to work with data grids and groupings using simple drag and drop techniques. No programming knowledge needed! We will cover this in detail in an upcoming video and blog post.

SignalR Implementation

This architectural change has been in testing for several weeks and was released earlier this week to all users. The SignalR method of data transfer provides a massive speed boost. You should see up to 10 times faster data communication between your browser and the source data. No need for you to do anything to use it!


We have added a few administrative improvements, including giving organizational admins the ability to change user passwords. We've also enhanced the "clone user" process to clone shared Bezls for any newly created user.

This week we took care of a few bugs. Here are a few of the interesting ones:

  • The "Welcome to Bezlio" starter Bezl was not appearing or appearing multiple times for some users.
  • We developed a fix for the Edge browser where bound combo boxes would auto-select the first value without updating the selected value in the model.
  • We also resolved an issue where a failed deletion of a user in organization maintenance could leave lingering data which could prevent the recreation of that same user.
  • We enhanced the logic of the function editor in the custom designer to detect when no changes have been made to allow you to navigate to other functions without warning.

The Mainspring Bezlio Developer Conference, held earlier this month in Cleveland, Ohio, was a huge success! If you weren't able to make it to our event, you can now see many of the sessions on-demand on our YouTube channel.

Advanced Grid Designer

There has been some initial discussion of the brand new Advanced Data Grid functionality. In fact, one of our users said, "Got my hands on this today. Very nice tool! Lots of thought behind it, with the capability of multiple groupings and data summary functions."

Excel Plugin Hits BRDB

Several weeks ago we announced the new native Excel plugin. Adam Ellis explains why even though Bezlio always could talk with Excel, this new plugin is much more powerful. Check it out!


Ready to learn more? Publish your on-premises data on any mobile device, in real-time, with two-way communication. Then join our upcoming weekly webinar, this Wednesday!

Check out and subscribe to our YouTube channel, where we are continually posting new how-to videos, tutorials, past webinars and more!

Adding Machine Learning and Predictive Analytics to Your ERP Using Bezlio

Adding Machine Learning and Predictive Analytics to Your ERP Using Bezlio

Updated June 30, 2017

I’ve always been passionate about bringing new technology to companies to help them be more competitive. An exciting emerging technology in the IT/IS crowd right now is using machine learning to allow for smarter data analyzation. Companies spend a significant amount of money generating data compared to analyzing it. With the technology Bezlio is built on, we allow companies to take emerging technology that becomes available and leverage it regardless of the backend system.


With any hyped-up topic, there is always some misunderstanding (I’m still explaining the difference between cloud applications and cloud-hosted applications), so I’d like to clear up what machine learning is and how it can be used in manufacturing and other business functions. I will use real world examples from Epicor ERP and Infor VISUAL ERP along with Bezlio to utilize machine learning and predictive analytics. Bezlio’s plugin architecture means that the source data can be from anything, along with a plugin available in Bezlio that utilizes the Accord.NET Framework – a very popular machine learning library.

Why Statistics?

To get to the golden promise land of machine learning, we first need to walk the dark path of statistics. Seriously though, most of the machine learning concepts were derived from past statistical analytic techniques. Even applying some simple statistics can be used with ERP data to gain better insights. I have always liked statistics because it takes the gut out of gut decisions based on incomplete data.

Our Source Data

In this next part, I will be using an Excel spreadsheet for source data along with the Bezlio custom designer to demonstrate the output. As for the source data, we are going to use labor ticket information showing us how many hours were worked on an operation and the quantity complete. A time study was done when the method was created stating users should be able to produce 283 pieces per hour. Now, this becomes crucial because our schedule uses that standard in terms of knowing how much time is needed. Realistically, are we achieving that goal?

Building the Machine Learning Bezl 

Our first step on our bezl is to add a data subscription. This uses the ExcelPlugin to read data from an Excel file, but in real-life you would most likely be pulling this from a database.

A screenshot of Bezlio as the user starts the process of creating a new Bezl that will read from Excel using Bezlio's new native Excel plugin.

With that complete, I’m going to add a variable called var0 to save the data we get back from the data subscription and edit the onDataChange function so that when data is returned, we automatically ship it off to our machine learning library to get a statistical analysis of it. You could just do this in Excel, but again the goal is to get here automatically with ERP data.

Here is my onDataChange function: = dataResp;

if ( {
  bezl.vars['var0'] =;

  var input = [];
  bezl.vars['var0'].forEach(v => {

{ "Input": JSON.stringify(input)},0);

In my onDataChange I am checking for datasub0 to return. When it does, I’m stuffing the results into var0 and extracting the QuantityPerHour (how many each job produced in total and the number of hours it took) and passing that into the Accord.NET Framework as a Normal Distribution. At this point, there is no machine learning because a normal distribution is only statistics, but this sets the foundation for what we will do in future lessons. *Note that the new data service we added is called stats.

The markup is going to be really generic, I just dragged the raw data view from the markup snippets onto the canvas twice and made the top one be and the bottom var0.

<pre>{{ | json }}</pre>
<pre>{{bezl.vars['var0'] | json }}</pre>

You’d probably put a search box on there and dump the results in a table, but this is just a quick way to get started. See the results below to show where we are at this point:

A screenshot of the Bezlio custom builder, displaying the resulting data set from our source Excel file.

Making Sense of the Data

Now, when most people use any kind of statistics they are using the mean (average). You take the sum of all the numbers, divide by the total number of records, and what you’re left with should be right there in the middle. The mean is the reciprocating saw of statistics; useful in a surprising number of scenarios, but lacking in some finesse. If the numbers are widely dispersed, the mean can be meaningless (rimshot). That is where standard deviation steps in to help you out.

(This is as good of a time as any to explain I know enough about statistics to be dangerous, so professionals, please don’t flame me too bad.)

Standard deviation is a tool which allows us to go from it takes x time to produce y items, to the more correct it takes us between a and b time to produce c items. It shows you the variation in the numbers and the spread. In our example, the standard deviation of the numbers is 51. Let’s say that we wanted to be 80% confident that we are exceeding our production estimates (in that we’re producing at least or more units than we had estimated). There are standard tables, called z-tables, which tell us how many standard deviations above and below equal a confidence of some percent. The exact values are dependent on the size of the sample. For our sample, we had around 80 records and we want to be 80% confident in our projections so the t-value is 1.29. Our mean was 227 (already lower than the estimated number of units that was 283 per hour) and if we want to say we are 80% confident that we can produce at least x units in y amount of time, we multiply our standard deviation by 1.29 to get +/- 65.79 or a range that we can produce between 161.21 units per hour and 292.79 units per hour.

By applying simple statistics against our production data, we can see in this example that we might have a problem here. The goal should not run it on a case by case basis, but run it against all operations and use exception management to show us where we need to focus our attention because our standards being off could result in our schedule being off and possibly selling products for a loss.

The problem is that if I told a manager that we could produce between 161 to 292 units per hour they would look at me like I’m absolutely crazy. The problem is that in our sample data the number of units produced per hour go from 122 all the way up to 389 units per hour. A scatterplot of the hours worked and units produced visualizes the problem:

A scatter diagram of our test data from an ERP system, displaying the hours worked and units produced.

So, in future entries we will stick with this same sample, but use different techniques using machine learning and predictive analytics to get us some better answers. 


Predictive Analytics and Machine Learning for Any ERP

During the 2017 Bezlio Mainspring Developer Conference, Brian Ellis spoke about the subject of predictive analytics and machine learning as it relates to using it with Bezlio and any ERP or CRM.

What's New for Week of May 29, 2017

What's New for Week of May 29, 2017


So, what's new in Bezlio this week? It's the last call to register for our first developer conference, new features, bug fixes, an update on two upcoming features and a formal invitation to join our Slack community!

Bezlio Mainspring Developer Conference Logo

This is a final opportunity to register for the first Bezlio Developer Conference that starts a week from today! This is a two-day conference that will help anyone who wants to develop on the Bezlio platform.

What: Bezlio Mainspring Developer Conference 2017
Where: Cleveland, Ohio
When: June 6th and 7th, 2017

If you are interested in attending the first annual developer conference, registration is now open and it is free! Follow the link below to reserve your seat now, before they are all gone!

Illustration of gears which represents the plugins that are used in Bezlio.  This week we introduce new features and an Excel plugin.

Panel & Bezl Permalinks

We have upgraded the URL structure of direct links to panels and Bezls to be Permalinks that both log-in and display your content. These new links are fantastic for those who are using Bezlio on TV screens as department status boards. Just go to the direct URL in the browser and you are automatically logged in and displaying data!

Cloning Users

We’ve made adding users a bit easier. When creating a new user, you can select an existing user to clone the permissions for set up. Now, creating 25 new users doesn’t have to be a daunting task.

Exporting Panels

Bezlio has been able to export Bezls so that other users can import them. We’re adding the ability to export panels of Bezls that can be re-imported by other users to replicate entire panels quickly.

Native Excel Plugin

We have built a native Excel plugin for Bezlio that will allow you to provide a path to the Excel file by using the sheet name and have all of the data displayed inside of Bezlio. A simple solution to give data to your team in an instant! We will be posting details in an upcoming blog post, but feel free to click here or join our Slack community to get the details.

Illustration of wrenches that introduces the technical changes and bug fixes that we are introducing this week in Bezlio.

We have resolved an issue where the Bezl editor previously would allow you to leave the edit screen without warning or saving your changes. Now you will be alerted when you are potentially losing unsaved data.
We fixed a sorting issue with panel listing.
We have made improvements to the UI and layout of Bezls by utilizing the hamburger button to hide admin links inside of the Bezl.
Finally, the last minor change we made this week is to hide the billing link for any non-administrative users.

Illustration of our development lab and news around upcoming Bezlio features.

Speed Improvements

In the email last week, we hinted at the incredible speed improvements coming that will decrease the time it takes Bezlio to query data from your network by 10X. We are ready to announce that we will be revealing it for the first time at our developer conference, one week from today! We expect it to be ready for prime time within the next two weeks after the conference.

Advanced Grid Builder

On our Slack channel, Adam Ellis is showing off the new Advanced Grid Builder. The ability to build data grids and groupings by just dragging and dropping fields is phenomenal. This new template puts the power of creating custom grids into the hands of any non-developers who want to become Bezlio power users.  

A GIF sneak peek on how to use the Bezlio Advanced Grid Designer.

Graphic of the Slack logo which is inviting users to join the Bezlio Slack community.

We are formally inviting all of our Bezlio users (and anyone curious about Bezlio) to join our Slack channel. Follow along and join this active online user community as they ask questions, post ideas and suggest solutions to problems. Each week we will provide a few highlights from the Slack discussion.

On-Time Shipment % with Our Spark Box Template

Sometimes you just need to monitor a number. For example, if you need to track a metric such as on-time shipment performance, you don’t need rows and rows of data. You need a single number displayed in real-time. Adam Ellis discusses how to build such a Bezl using our new Spark Box Template.

Bezlio screenshot of the new Spark Box template with an example displaying real-tie on-time shipment percentages straight from your ERP!

Announcements Slider

Another simple Bezl that was announced in Slack last week is our new Announcements Slider. You can configure the Bezl to pull images from a folder located inside of your network and Bezlio will display the images in a slider to keep your team up to date (or amused)!

GIF of the new Bezlio Announcements Slider Bezl that can display images from any network folder in an easy to use Bezl.

Announcing: Bezlio Mainspring Developer Conference 2017

Bezlio Mainspring Developer Conference - Cleveland, OH - June 6-7, 2017

Updated June 30, 2017

We are beyond excited to announce our first Bezlio developer conference.  We released Bezlio just five short months ago, and already we have a passionate level of interest from the developer community.

We named Bezlio after the bezel that frames the "data" on your wristwatch.  In keeping with the same theme, we named the developer conference after the primary mechanism that powers a traditional wristwatch, the mainspring.  Our developer community is the power behind Bezlio and the amazing things that Bezlio will be able to provide for years to come.

The Conference

We are excited that the developer conference is going to be located near our hometown, in Cleveland, Ohio on June 6th and 7th, 2017.  We will be hosting the conference at the location of one of our very first Bezlio installations, Kaufman Container.

Image Credit: Photographer - Digidreamgrafix.Com  |  SOURCE:

Image Credit: Photographer - Digidreamgrafix.Com  |  SOURCE:

The Sessions

The agenda includes an incredible variety of classes that cover all things Bezlio, including:

  • Understanding Bezls
  • Using Templates with Advanced Techniques
  • Custom Designer Tour & Debugging Techniques
  • Building a Mass Mailer
  • Using Require to Pull in External Libraries
  • Writing Your Own Plugins
  • Bezlio Server Administration & Security
  • Creating a Customer Portal

We will also have two customer presentations that show off how they are leveraging Bezlio to do incredible things with their data.  

For more information on the agenda and speakers, check out our conference web page here.

Missed the Conference? Watch it On-Demand!

If you missed the 2017 Bezlio Developer Conference, don't worry! You can now watch the sessions on-demand on our YouTube channel. Please subscribe to our channel!

Use Bezlio to Embed Integrated ERP Data Into Salesforce Screens

Illustration of someone using Bezlio to integrate another application, ERP, or datasource inside of Salesforce, with contextually aware data.

If you are a Salesforce user, how often have you wanted to see "contextually aware" data from another data source without leaving Salesforce?  What if you wanted to see your customer's order history?  Or their open invoices? 

If you are a developer, have you ever tried to figure out how to integrate your ERP or any other backend systems with Salesforce, without having to sync all of that data to the cloud?

If you can answer yes to any of those questions, then Bezlio is where it is at!  

Imagine working and updating your Salesforce data, while also accessing and updating your ERP information.  All on the same screen.  All without the complicated syncing you would traditionally have to use to tie all of this together!

Follow along as we utilize Bezlio to embed your on-premises data into Salesforce, with contextual awareness! 


The following steps assume you have the following pre-requisites:

  • A Salesforce account with one of the following editions which include the Visualforce feature: Contact Manager, Group, Professional, Enterprise, Unlimited, Performance, and Developer Editions.
  • A Bezlio account, with our BRDB application installed and configured inside of your network to work with your data sources.
  • Queries are written to pull the appropriate data from your data sources.


Step 1 - Add a New Visualforce Page

The first thing you will want to do is create a Visualforce page.  In your Salesforce menu, go to Setup / Build / Develop / Visualforce Pages.

Screenshot of Salesforce, highlighting where to create the Visualforce page that we will use to embed information from another data source, related to the account being displayed in Salesforce.

Click "New" and use the following code.  

<apex:page standardController="Account">
 <apex:iframe src="{!}"/>

This example assumes you want to pass in the account name, but you could pass in any data that Salesforce has.  

Save this page as 'Bezlio.'


Step 2 - Embed Bezlio Visualpage Into Your Salesforce Page

Next, we need to go to the page in Salesforce you want to insert our new Bezlio window.  

Click the "edit layout" link.  

From there drag 'Section' from 'Report Charts' to give yourself a new section wherever you would like Bezlio to sit.

Next, scroll down to Visualforce pages and drag Bezlio into this new section.


Step 3 - Power-up Your Bezlio Window

Now we get to the fun part!  You will notice in the format of our URL that we are passing in a parameter for 'account.' Any parameters that you pass like this can retrieve data from your Bezls and do whatever you can imagine - custom queries, updates, maps, or whatever!  Bezlio does the heavy lifting, and all you need to do is retrieve the data from Bezlio!

For a simple example, we put this in ngOnInit of a new Bezl:

var getParameterByName = function (name) {
   var url = window.location.href;
   name = name.replace(/[\[\]]/g, "\\$&");
   var regex = new RegExp("[?&]" + name + "(=([^&#]*)|&|#|$)"),
       results = regex.exec(url);
   if (!results) return null;
   if (!results[2]) return '';
   return decodeURIComponent(results[2].replace(/\+/g, " "));

bezl.vars.account = getParameterByName('account');

Finally, for our example, we made this the body:

<h3>You selected {{bezl.vars.account}}</h3>

Step 4 (Optional) - Hide Bezlio's Window Decoration

To optimize the UI of your new panel, you can hide all of the Bezlio window decoration by using this quick view URL instead:



The options are endless here as you might imagine!  Bezlio has a native Salesforce plugin, plugins for nearly every database you can imagine, and a growing number of plugins for specific ERPs, allowing you to connect to almost anything imaginable. 

Keep in mind too that you can do more than reading data.  Bezlio's unique framework allows for reading data but also writing back to your data sources, allowing you to perform transactions and create new records.

Bezlio's security infrastructure ensures that your data is completely safe.  Your on-premises data remains right where it is, and you don't need to open any ports in your firewall.  All Bezlio data is encrypted to AES256 standards.

If you need to integrate your ERP data with Salesforce, give us a shout!  Or, watch an upcoming Bezlio demo and then try it out free for 30 days.