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Salesforce Case Study - Vendor Management System App development using App cloud

Solution Overview


Information Technology

Customer Situation

  • Customer wanted to migrate the existing Vendor management system into a cloud platform
  • External/end user (Candidates/Clients) should be able to access a particular module of the app.
  • App should provide
    • Account management
    • Contact management
    • Candidate management
    • Recruitment module (Pre hiring, hiring and post hiring activities)
    • Timesheet management
    • Invoice management
  • Dynamic report generation system

Congruent's Solution

  • Congruent recommended Salesforce as it clearly fitted in their major requirements, opted to use app cloud for few standard objects and implemented rest by using custom objects and VFP/Apex coding.
  • Used Community manager to create customer community for different user account to maintain their specific job requisition, candidates and their timesheet/expenses.
  • Created approval process, automatic e-mail notification thru workflow rules.
  • Apart from standard reports related to standard objects, created simple custom reports using point and click and designed developed reports which involved more objects using apex and VisualForce. Applied bootstrap and JQuery to enrich the UI

Technology Used

Apex, Visualforce, Jquery CSS, Triggers, Workflow rule, validation rule, Approval process, Data loader

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