Salesforce Implementations, Administration, Development, Support And Maintenance For Real Estate Investment Trust

Tools Used

Process Builder, Visual Flow, Data Loader, Workbench, REST API, Apex & Visualforce

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

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