Posts Tagged ‘salesforce apex class’

WeDid: Automated Energy Savings Certificate (ESC) Calculations

Challenges The IPART has a specific formula for the Energy Savings Scheme (ESS) to calculate Energy Savings Certificates (ESC). The company needs to capture the baseline lighting system (current) and compare it with the upgraded lighting system (proposed). The current calculation is done using excel and it poses some challenges: the calculation is not accurate…

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WeDid: Automate Installation Job from Closed Opportunity

Challenges The business organisation runs an electrical appliance shop. The typical sales cycle for this business includes: sales to convert leads to account/opportunities sales to close won successful opportunities coordinator to receive a notification from sales coordinator to manually create an installation record (custom object) and link to the closed won opp to track on…

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WeDid: Storing Information from Customised e-Form

Challenges This company needs to interview their customer using iPad. Due to the complexity in the data model, they will need to create records in 8 different objects and links them together. This process is very time consuming and too many clicks are involved. It became a user adoption issue. To solve this issue, we…

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WeDid: Allow Tracking/Converting Multiple Contacts Per Lead

Challenges In the business world of marketing, it’s only natural that you will be communicating with different user roles such as the marketers, publishers, strategist and the list goes on. Our customer faces a problem when they try to track these users going into a prospective lead. SF currently converts one contact per lead and…

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WeDid: Invoice Pro-rata Calculation

Challenges In a subscription business model, its important that the monthly invoice/bill amount is presented correctly to their customer and the following scenarios are the common challenges in managing the monthly bill amount: A simple full month scenario is as explained here. However, there may be situation where the subscription starts in the middle of the…

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WeDid: Synchronise Saasu Payment to Salesforce

Challenges In Saasu when the Invoice is paid, the payment amount will update the associated Salesforce record automatically. As such, salesperson will get the payment status and amount from Saasu to Salesforce.   Solution: Sync Saasu(purchase order and sales order type) payment automatically into Salesforce Related Objects Opportunity(Standard Object) & Expenses(Custom Object) Components Apex Class Complexity…

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WeDid: Billing Schedule

Challenges In a subscription business model, invoices are billed by schedule (i.e. monthly). One of our clients purchased Salesforce and would like to implement their subscription business model via the CRM system particularly on monthly billing.   A simple scenario:- The opportunity has Closed Won. Product A:- Subscription Start Date: 1st Jan 2013 Subscription period:…

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WeDid: Dynamic Auto Number

Challenges The customer plans and implements programs/services for their clients. They keep track on opportunities using ascending/unique auto numbers. These job numbers will only be assigned to opportunities that hits certain stage. For this scenario, we have ruled out the Salesforce standard auto-number field as the unique numbers are assigned to all opportunity records.  …

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WeDid: Mass Email Users On Event Meeting Updates

Challenges The customer runs through a lot of meetings with their clients to discuss through the requirements. However, not all team members within the project are able to attend the meeting. However, they will still want to be informed of the meeting details so that they aware of the meeting results. At the end of…

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WeDid: Implementing Page Wizard

Challenges The business organisation runs a Gym service centre. Customers have to pre-book their gym activity in advance so that the classes can be arranged. It uses Salesforce to track the following details: customer health status in a custom object type of classes with health hazard identifier in a custom object schedules for the classes…

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