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, […]
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. […]
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: […]
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 […]
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 salesforce5. Use Drip Campaign for prospect according to […]