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


  • Klipfolio Dashboard

    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:


    1. 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).
    2. Mapping of fields between salesforce and Form assembly.


           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.


    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
    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


  • 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