Salesforce Consulting And Development Works

Implementation, Development, Integration, Administration & End User Support

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

Administration, Development And End User Support

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

Development, Integration and End User Support

Customer: Healthcare Organization

Based on analyzing the customer requirements, Congruent proposed Sales Cloud to meet core CRM requirements. Other business specific use cases were fulfilled with custom development in Force.com platform.

Development:

  • A force.com website was designed and incorporated with their existing site for online appointment
  • Designed Tour planner module in Force.com platform for the sales team to engage the doctors effectively
  • Altered standard SFDC look and feel by using bootstrap and jQuery. This application helped the users to access in their mobile devices too
  • Designed approval processes, workflow rules and custom reports using sales force’s point and click function

Integration

  • Developed web services in Force.com platform to integrate SFDC with their existing Hospital Management System (HMS)

Support

  • Maintenance and support on regular basis.
  • Minor enhancements / customizations without code whenever required.

Tools: Apex, Visualforce, Jquery CSS, Triggers, Workflow rule, Approval process validation rule, Data Loader

Design, Development and End User Support

Customer: Service Industry

Development:

  • Designed ad-hoc reports and dashboards to meet the specific business needs by using VisualForce page and apex code
  • Implemented E-mail to Case creation to track customer requests
  • Automatic approval process and notifications for technicians on Leave / unavailability
  • Implemented work allocation process where managers can assign work through SMS alerts to technicians

Integration

  • Performed SMS integration to alert the technicians

Support

  • Fix run time live errors
  • Generate custom reports on ad-hoc basis

Tools: Apex, VisualForce, Jquery Workflow rule, Validation Rule, Approval process, Data Loader

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