Case Study

Rollup Helper

August 10, 2016 admin

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

Klipfolio Dashboard

May 25, 2016 admin

Challenges :

Client requirement is to build Dashboards for NOBOs Data and represent some statistics about response on social media of company and other statistics from Google Analytics.

Purpose	Dashboards that will display information about NOBOs like:1. NOBOs gained by company2. NOBOs lost by company3. Increment in positions of NOBOs4. Decrement in positions of NOBOs5. Bar graph of # of NOBOs per monthAnd Other information about Google analytics and response on Social Media (Facebook, Twitter etc.)
Application	Klipfolio Dashboard
Version	30
Tool	Klipfolio
Information	1. Data source of NOBOs Information2. Login credentials of Google +, Facebook, Twitter etc.
Data Formats	.CSV
Volumes	~ 30 /Days
Process	1. Create excel template from data source.2. Create different type of dashboards in klipfolio.
Schedule	Automatically refresh dashboards
Complexity	Medium

Challenges :

Requirement is to make dashboards according to salesforce data.

Purpose	Make dashboards from salesforce report data which can display data on charts and can easily convertible into PDF.
Application	Klipfolio Dashboard
Version	30
Tool	Klipfolio
Informatiom	· Salesforce reports as Data source in klipfolio· Salesforce credentials
Data Formats	.csv
Volumes	~10/days
Process	1. Create dashboards as per salesforce reports data.2. Display data on charts in dashboards
Schedule	Every time data refresh
Complexity	Medium

Form Assembly:

May 13, 2016 admin

Challenge:

Implement a web form which will prefill data from salesforce and on submission of form , it will create/ update data in salesforce for three objects: Account, Contact and Asset & liability (Custom object).
Mapping of fields between salesforce and Form assembly.

Solution:

Form assembly enterprise edition.
Implementation including:

1.Connector setup between salsforce and form assembly.

2.Custom CSS for effective form .

Details :

The solution involved:

1.Connector Settings

2.Mapping of necessary fields for creation and updation of records.

3.Uses external Id for updating records.

WUFOO, MAILCHIMP AND RELATEIQ INTEGRATION

April 25, 2016 admin

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 to Pardot Integration

April 15, 2016 admin

Challenges :

1. Integrate Salesforce with Pardot. Use the Email Market to be connected with client.
2. Use Landing Pages to get the input form filled from users.
3. Use Script with Forms to show the content as same as website form.
4. Assign Owner to Prospect when synced from salesforce
5. Use Drip Campaign for prospect according to their activities on website.

Purpose	1. Use Pardot to get the Prospect form website. 2. Get filtered Leads to Salesforce. 3. Using Email Marketing for Business. 4. Make aware of Product selected in website. 5. Send Subscription related information using Drip.
Application	Salesforce Pardot
Version	Salesforce (Professional) Pardot ()
Information	Salesforce <> Pardot
Volumes	~80/day
Process	1. Salesforce to Pardot integration (Bi- directional) 2. Pardot Prospect sync to salesforce 3. Assign Owner in Pardot. 4. Create Landing Pages 5. Create Forms and Scripts 6. Create Drip Campaigns 7. Email Marketing 8. Use Dynamic Content
Schedule	Every 15 minutes
Complexity	Medium – High

Account Pardot salesforce

GRIDBUDDY AND SALESFORCE INTEGRATION

February 25, 2016 admin

Challenges :

Users today need to access information quickly and intuitively. But, a common problem experienced by many users is that it takes too many clicks to get to the information they need and to update records. That’s a frustrating experience for users that creates a major adoption roadblock.

Benefits :

1.The grid structure provides a much-needed way to visualize and update data.
2.Gridbuddy is native to Salesforce and gives users the integration they need to manage data without Excel.
3.This is all about consolidation and not having to drill down to multiple levels with multiple clicks.

Purpose	Gridbuddy for Salesforce displays data in an Excel-like form from a parent-level page, which eliminates the need for multiple page loads to edit related data, and you can edit up to 5 related objects in the same view. This means users can edit related data faster and easier on one page.
Application	Gridbuddy
Version	June 2016 – 4.9 / 4.9.0
Information	Salesforce > Gridbuddy
Volumes	~10/Days
Process	1.See Related Data in One View 2.Work with Relevant Salesforce Data 3.Act on Multiple Records at Once
Schedule	Manually
Complexity	Medium

Account GRIDBUDDY Saleforce

Geopointe and Salesforce Integration

February 10, 2016 admin

Challenges :

While this may seem basic, it’s extremely important when it comes to addresses. Just
compare US addresses to the UK, Spain, Russia, or Chile. There is very little uniformity in address fields and formats. Some countries write the street name first; others start with the building number.Rural areas may not have a defined address, but rather use a descriptive distinction (a crossroads or an estate name, for example). These minute details are important to the structure of the address, and how the geocoder interprets it.

Features :

1.Geographic Searching
2.Geo-Analytics
3.Routing & Optimization
4.Actionable Data
5.Salesforce1 Ready
6.Lightning Ready
7.Geocoded Data
8.Data set Management
9.Shape management
10.Drawing Tools
11.Inline Editing
12.Create Record
13.Check-In & Check-Out
14.URL Parameters

Purpose	Geopointe is used for proximity searching,optimized routing, territory management,boundary layers, demographics, check in & more. 1.Maps of Your Data anywhere In The World 2.Advanced Routing, Optimization & Navigation 3.Territory Management, Geo-Analytics & Advanced Visualization against Big Data
Application	Geopointe
Version	12.29.4 / 12.29.4
Information	Salesforce<>Geopointe
Volumes	~20/Days
Process	1.Fill Address in salesforce 2.Click on Map button. 3.Geopointe will create Geocodes and store the codes in Geolocation Fields.Then show address by geolocation fields. 4.Address Mapping depends on Geolocation Fields by On Record or Off Record setting.
Schedule	Manually
Complexity	High

Account Geopointe salesforce

Barcode by Gimbal Barcode & ServiceMax Mobile App

January 23, 2016 admin

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

Marketo for Salesforce

January 4, 2016 admin

Challenges :

1. Generating steady stream of raw leads and nurturing these raw leads to become qualified sales opportunities.
2. Increase in average cost per lead.
3. Decrease in number of sales opportunities created.
4. Lead Scoring Implementation to assign scores to leads on basis of Demographic and Behavioral model.

Purpose	1. Use Marketo to establish a systematic, automated nurturing infrastructure and more effectively develop leads into sales opportunities. 2. To better capture leads and track lead lifecycles. 3. Multi-phase lead nurturing program to move raw leads through sales pilpeline. 4. Effective Email Marketing. 5. Easily create visual reports and dashboard. 6. Lead scoring implementation model.
Application	Salesforce Marketo Lead Management Marketo SalesInsight
Version	Salesforce (Professional) Marketo()
Information	Salesforce<>Marketo (Bidirectional Syncing)
Volumes	~70/day
Process	1. Salesforce to Marketo Integration (Bidirectional). 2. Creating Campaigns (Smart and Batch) for Email Marketing. 3. Creation of Reports and Dashboard to visualize Data Records. 4. Lead Scoring Implementation on basis of Demographic and Behaviour model using Smart list and campaign runs on leads.
Complexity	High

Account Marketo salesforce

Rollup Helper

Challenges :

About Rollup Helper :

Klipfolio Dashboard

Challenges :

Challenges :

Form Assembly:

Challenge:

Solution:

Details :

WUFOO, MAILCHIMP AND RELATEIQ INTEGRATION

Challenges :

Salesforce to Pardot Integration

Challenges :

GRIDBUDDY AND SALESFORCE INTEGRATION

Challenges :

Benefits :

Geopointe and Salesforce Integration

Challenges :

Features :

Barcode by Gimbal Barcode & ServiceMax Mobile App

Challenges :

Marketo for Salesforce

Challenges :

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