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Salesforce Case Study - Tour Planner App Development Using App Cloud

Solution Overview



Customer Situation

  • Customer wanted a secure web application with device compatibility
  • An application that can be accessed by users scattered across global
  • Handling Medical Representatives engagements with Doctors and Pharmacies
  • App should be able to create an intelligent tour plan for representatives
  • Sample medicines and promotional inputs should be maintained
  • Pharmacies engagement
  • App should provide
    • Easy User maintenance
    • Providing/revoking access
    • Creating simple reports from individual user's end
  • Robust tour plan calendar
  • Scheduled automatic reports/dashboards for the defined frequency

Congruent's Solution

  • Congruent suggested the user to go with license as the use case couldn’t be fixed either of Salesforce product.
  • Few standard objects were used to maintain doctors and pharmacies information.
  • Designed custom objects for tour planner and to maintain sample medicines and promotional inputs.
  • Designed and developed country specific and area specific complex reports
  • Developed responsive applications by applying bootstrap and JQuery.
  • Provided training to one of their IT resource in point and click functionalities for minor changes in reports or workflow/approval processes.

Technology Used

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

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