Posts by Jimmi

We Did: Custom Roll Up with Relative Date Criteria

Challenges: For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it…

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WeDid: Custom CPQ

Challenges This company earns their revenues through providing services and lab products. Currently, all the product details e.g selling prices, promo prices are stored in different external systems. These details are not available in Salesforce. The sales team will need to manually check for product details – product prices from different systems before adding them into the Salesforce quote.…

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WeDid: Custom Lead Convert on Related Lists

Challenges There are additional information being tracked by the user under leads. These information are stored in custom objects linked against the leads (the lead related list). These additional information are required to be brought over on lead conversion however,  Salesforce out-of-the-box does not convert custom related list. Sample scenario: There are booking records created against a lead.…

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WeDid: Custom Invoice Administration

Challenges This company earns their revenues through bookings services that they have planned and executed for their clients. Their invoicing practice is to invoice all completed line items of the bookings in end of each month. For an example,  they would like to prepare the bookings and line items completed this month for invoicing. Booking A 1) Account:…

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WeDid: Template Auto Send

Challenges The users would like to have a mechanism of sending out documents from Salesforce to their clients for signature automatically. Sample scenario: When the quote status is set to “Presented”, a PDF quote containing all the relevant information of the quote  including the line items  will be generated and sent to the contact for signature automatically.   Solution Install an…

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WeDid: Mass Update Product Price list

Challenges The client would like to run batch updates on the product price lists quarterly. They have multiple price books and different currencies for each product price For example: Pricebook A Product Id: AE110-B Product Name: Door Trim (Black) Unit price in AUD: 4,200 Unit price in GBD: 1,500 Unit price in USD: 4,000 Pricebook B Product Id: AE110-B…

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WeDid: Salesforce as Property Tracking System

Challenges The company sells properties and property consulting services. The company needs to use Salesforce to keep track on: The list properties (Both sold and open for sale) Information on property inspections (date, time, person in charge,  remarks) Information on when and who that a particular property has been proposed to (properties that are still open…

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WeDid: Custom Related List Record Creation

Challenges The client would like to ensure that every time a project record is created, all the relevant and related default records are automatically created. The related default records created are based on the different types of options selected at the master record (see below).   Option (User selection on the master object) Related List Records (Auto created as…

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WeDid: Custom Validation Rules on Child Records

Challenges The client would like to ensure that all the child records of a master record to be marked as “Completed” before the users can change any a specific value in the master record.   Solution: Ensure that the master and child record objects are linked using master-detail relationship. Use a roll-up summary to calculate total child…

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WeDid: Customised Form Submission

Challenges The client is providing mentoring /coaching services to individuals that work in managerial positions. This client would like to provide a web form for the potential applicants to submit their application details from the website. The applicants have to fill up their standard personal details and attach their personal resumes and supporting documents for submission as well.…

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