Case Study

  • Rollup Helper

    Challenges :

    The client wants to roll up the date and text fields from one object to other when there is lookup relationship between them. In addition to that count of records and average of numeric field are to be rolled up.

    About Rollup Helper :

    Rollup Helper rolls-up any Salesforce data. Supports count, sum, max, min, average, percent, lookup rollups, text, and multi-currency. It helps to get actionable real-time data for your business process. With absolutely no coding required, this is an amazing accelerator for admins, business analysts, and developers.

    Purpose To rollup the data when there is lookup relationship between objects.
    Application • Works on both lookup as well as master-detail relationships.

    • Support SUM, Count, MIN, MAX, Average, Percentage and Rolling Date-Based Rollup.

    • Support all field types, including lookup fields(e.g. Owner Id)

    Version Spring 2015 v8.00
    Tool Rollup Helper
    Information Salesforce <> Rollup Helper
    Volumes ~5/day
    Process • Navigate to Rollup Helper and select the object and field on which value is going to rollup.

    • Now select the object and field used as the source of rollup.

    • Select any Type(SUM, Count, MAX, etc.) as per

    Complexity Medium

     

  • WUFOO, MAILCHIMP AND RELATEIQ INTEGRATION

    Challenges :

    The client is using Wufoo, MailChimp and RelateIQ to handle the sales cycle and marketing. In addition, they want both of the Sales and the Marketing team always have the updated information.

    Purpose The customer records between Three systems need to be consistently synced to avoid invalid information and
    duplicate entry.
    Application Wufoo
    MailChimp
    RelateIQ
    Version Wufoo
    RelateIQ (Business)
    MailChimp (Marketing Studio)
    Information Wufoo > MailChimp
    MailChimp <> RelateIQ
    RelateIQ <> MailChimp
    Volumes ~70/day
    Process 1. Wufoo create/update Mailchimp Subscribers (single directional)
    2. MailChimp create/update RelateIQ Subscribers (Bi-directional)
    3. RelateIQ create/update MailChimp Subscribers (Bi-directional)
    Schedule Every 15 minutes
    Complexity Medium

     

  • Salesforce App Exchange Package

    Challenges :

    1.The client is using salesforce to give the functionality of Real Estate in App so there client can install app and work on it.
    2.Need to create Package which can be used in all editions of Salesforce.

    Purpose Make Single Standard of their functionality.

     

    Application Salesforce
    Version Salesforce(Developer Edition)
    Information Salesforce > App Exchange
    Volumes ~135/day
    Process Creation of Classes, Triggers, VF Pages, JScripts etc.
    Using Google Map API to access the Geo Location in bulk.
    Code Review according to App Exchange Standard & Best Practices.
    Schedule N/A
    Complexity High

     

  • Barcode by Gimbal Barcode & ServiceMax Mobile App

    Challenges :

    The client wants to track the products installation on different locations so, our challenge is to track the details of all products installed on different locations and make all products to be uniquely identified.

    Purpose Our purpose is to track products installation on different location through barcode scanning with the help of servicemax mobile app and edit records through mobile app and mark scanned.
    Application Gimbal Barcode Salesforce App – Generate Barcode
    ServiceMax Salesforce App – Manage Process in SF
    ServiceMax Mobile App- Barcode Scan & edit records
    Version Gimbal Barcode 2.0
    ServiceMax 15.40000.18
    ServiceMax Spring 16 Classic
    Information ServiceMax Mobile App <> Salesforce
    (Two way data Sync.)
    Volumes ~60-70/day
    Process First generate and print barcode for all products and paste it on products to make it unique then on location the technician have to scan the products which he want to install and then the related record from salesforce will be open then the technician will mark as scanned on records and save it. Now the products will be installed on particular location and we are able to track any product.
    Complexity High