Posts by Jimmi
Salesforce Tips: Skipping Approval Process
Most organisations have an approval process which can be moved to Salesforce. When setting up the approval process, note that the setup can get tricky if you have to closely match an approval process to a manual process. Our example below will be based on a scenario of an individual who plays numerous roles within…
Read MoreWeDid: Certification Automation
Challenges: This company is a global education organisation that provides vast learning programs. This customer has been using Salesforce for several years to track student information including student certification details. During the years of using Salesforce, their instance has seen mass customizations over time, mainly due to automating the student certification process. The requirement for…
Read MoreWeDid: Site Management
Challenges: This company is the supplier of heating systems, DIY products and installation services. Initially, all the data related to the heating systems and their installation sites were managed in completely different systems. This was causing several hiccups such as: The Sales process is not seamless – there is a lack of conversion visibility Duplicates…
Read MoreWeDid: Custom Asset Servicing Process
Challenges: This company provides energy storage solutions, devices and maintenance and they are currently looking for a solution that will be able to handle the following: Tracking of installed devices at their end users’ sites. Currently, all important details including serial numbers, installation locations, installation dates and statuses are being kept in a spreadsheet. Tracking…
Read MoreWeDid: Custom Bidding Sales Process
Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…
Read MoreWe 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…
Read MoreWeDid: 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.…
Read MoreWeDid: 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.…
Read MoreWeDid: 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:…
Read MoreWeDid: 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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