Posts Tagged ‘Salesforce Apex Trigger’

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.…

Read More

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:…

Read More

WeDid: Supply Forecast

Challenges A retailer supplies agricultural products to hypermarkets. It is crucial for this retailer to keep track of the level of supply every month in order to ensure that their suppliers will always have sufficient supply for the future order. However, at this moment the visibility of the supply level against the number of contracted order is not available.  …

Read More

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…

Read More

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…

Read More

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…

Read More

WeDid: Data Population to Activity

Challenges User requires a feature to populate mobile numbers into tasks and events from related leads or contacts. From this, they will be able to see the mobile numbers which are more relevant when scheduling appointments with their leads and contacts in Salesforce. This is also useful when other invitees of the event needs to…

Read More

WeDid: Copy Related List during Lead Conversion

Challenges The users are running a solar panel business. Each of their leads have more than one location data  (related list). Once the lead is converted, the customer would like the related list to be copied over into the Account object as well.   Solution: To bring over the installation location data from Lead related…

Read More

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…

Read More

WeDid: Dynamic Form Field Population

Challenges The customer has a huge number of applicants applying for a different range of products everyday. One application requires one application form and most of the sections in the application form are filled up manually. The complexity extends to a level where: Applicant details are filled up into different sections of the form based…

Read More