Salesforce Consulting And Development Works

Salesforce Consulting and Product Development

Customer: Renewable Energy Provider

Implementation

  • A custom private chatter
  • Timesheet mobile app built entirely on Salesforce platform
  • Tooling API to generate report on Data utilization on Salesforce
  • Command Line data loader to upload data that is passed by .Net application

Integration

  • Salesforce with Amazon Web Services for file sharing
  • Salesforce with Custom .Net built systems for WorkOrder creation - followed SOAP Protocol.
  • Salesforce with Conga Composer to automate manual document generation processes.

Migration

  • Classic Visualforce pages to Lightning Framework.

Support

  • Established Federated Single Sign On between .Net and Salesforce application
  • Real time synchronization was established to transfer Account and Contact creation from .Net to Salesforce

Tools: Lightning Framework, Point & Click tools, Apex, Visualforce, AWS, Conga Composer, Apex, Sourcetree

Development & Administration

Customer: Salesforce ISV providing CPQ & CLM solutions

Development work on Configure Price Quote (CPQ) and Contract Lifecycle Management (CLM) products using Apex / Visualforce / JS Remoting / Angular JS UI / SOAP API.

Implementation

  • New features to the existing product, fixing real-time bugs faced by the customer and customer specific patches that are rolled out individually

Development

  • New feature releases that are targeted for Spring, Summer and Winter releases on a yearly basis

Testing:

  • Manual testing and automated testing using selenium. We have automated close to 1500 test cases in 3 months
  • Provide controlling test coverage, following pre-defined deployment process

Support

  • Maintaining code version using Sourcetree, tracking development activities in JIRA ticketing system and code review /approval process through bitbucket

Tools: Point & Click tools, Apex, Visualforce, bitbucket, sourcetree, Mavensmate, Sublime Text and JIRA

Administration, Development And End User Support

Customer: Fundraising agency for non-profit organizations

Implementation:

  • A community portal for fund raisers and maintaining all the community users
  • Custom duplicate management logic using Visual flows and Process Builders to flag and list out duplicate donors

Development:

  • Custom objects and custom fields for tracking donors, donations, payments and invoices
  • Visualforce Email Templates for different purposes and added various kind of UI components (logo, images, tables etc.)
  • A Lightning component to list out donors based on their fundraisers region
  • Automated all the donation process using Process Builders and Visual flows
  • Enriched the donations app that supports both the browser and iPad with more new features using REST APIs and AJAX calls
  • Updated bulk records through batch apex, scheduled apex

Integration:

  • Salesforce with payment gateways like Flo2Cash, Payment Express and Bambora to validate the payments made by the donors and track the successful transactions
  • Paydock to process the payments with different type of gateways to comply with PCI standards
  • Third party address lookup products like Sensis Data and MasterSoft to provide auto completion feature for address field

Tools: Apex, Visualforce, Process builder, Visual flows, Approval process, Email templates, SOAP and REST APIs

Full-Cycle Salesforce Services

Customer: Financial Service Company

Implementation

  • A service console app and maintaining access of call center agents to console app

Migration

  • Coordinated with Salesforce support team, performed pre-org migration and post-org migration activities to migrate Salesforce org from North America to Australia data center
  • Sales cloud users into Lightning platform

Development

  • Advanced reports & dashboards as per the customer business needs
  • Automated owner assignments for Lead, Account and Contact objects based on respective state and country
  • Worked with third party for CTI integration in service cloud and changed historical phone numbers into new international phone format

Support

  • Took over the production support and maintenance with minimal level of Knowledge Transfer from the customer
  • Maintaining sandboxes, weekly data backups

Tools: Process builder, Visual flow, Data Loader, Workbench, Apex & Visualforce

Implementations, Administration, Development, Support & Maintenance

Customer: Real Estate Investment Trust

Implementation

  • As standard Salesforce forecast does not support the customer need, implemented custom forecasting model to track the business goals and actuals using custom objects

Integration

  • Salesforce with external SAGG financial system using REST API to convert each transaction into account, contact & opportunity in Salesforce

Development

  • Customized reports & dashboards as per the business needs

Support

  • Handled the challenges faced while converting raw data in excel sheet into JSON format

Tools: Process builder, Visual flow, Data Loader, Workbench, REST API, Apex & Visualforce

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