Posts Tagged ‘salesforce apex’
WeDid: Salesforce Skedulo Case Integration
Challenges This companies main revenue source is derived from the repair services and additional products they provide to the commercial and residential business. The technicians are required to repair items, keep track of replacement products issued to the customers, collect signatures, take images of the issues found, advise the next technician to onsite of the job…
Read MoreSalesforce: Problem Deleting Batchable Apex Class
Recently, I encountered a weird error when trying to delete a batchable Apex class from Salesforce instance. The error was: This apex class is referenced elsewhere in salesforce.com. Remove the usage and try again. The reference was pointing to an Apex Job. Initially, this was a bit weird as I had checked…
Read MoreWeDid: Warranty Service Management using Case
Challenges A machinery company sells products to their users directly or via a dealer. When the product has an issue, they will ring up the machinery company. The serial number checking process is manual and not efficient. When a technician is sent on site, a work order/invoice require signature immediately. This is not possible at…
Read MoreWeDid:Asset Rental Automation
Challenges An Art Investment company build a portfolio for their investors and rent it out on behalf of them. In order to build the portfolio, different art pieces will be included. The cost/margin of each art piece needs to be calculated. The rental price of each art piece will require calculation too. All calculations are…
Read MoreWeDid: Automated Record Link
Challenges Certain products that are up for sale require product activation code. In Salesforce, a custom object is created to store all the product activation code records. Whenever an opportunity is closed won, the opportunity products should be assigned with activation codes and details. This can then be generated out in PDF form and sent…
Read MoreWeDid:Salesforce Create Monthly Opportunity Automatically on Subscription Duration
Challenges The company sells product base on monthly subscription. There is a challenge for them to forecast their monthly revenue base on Account Industry. At this moment, Salesforce only supports forecast by users or by products. In order for the forecast to work accordingly (by Account Industry), user has to manually create a series of…
Read MoreWeDid: Salesforce Community Customisation
Challenges The customer would like to host a community forum in Salesforce which allows customers to discuss and contribute ideas by using Salesforce Chatter function. They also would like to consolidate the information that they have in the website to the community forum. Solution: The Salesforce Visualforce page is used to build a custom…
Read MoreWeDid: Custom workflow in Salesforce
Challenges The customer is a professional property buyers group in Australia. They help their clients to analyse, purchase and manage the properties. As the whole process is tedious and hard to manage (e.g, information gathering, activity tracking, customer meetings and etc), they would like to implement a clean and lean workflow wizard in Salesforce that…
Read MoreWeDid:Salesforce Custom Clone Button
Challenges An insurance company requires the renewal customer policy yearly. The out-of-box clone button is not sufficient as the policy dollar value will need to be recalculated and certain date fields change during the cloning process. Also, it will not copy all the child records. Solution: Custom clone button with Apex Extension Related Objects…
Read MoreWeDid:Salesforce Auto Renewal Email Services
Challenges This company sells maintenance contract to their customers. Each contract has a maintenance due date. A couple of emails are required to be sent out before and after the maintenance due date, for example, 10 days before the due date and 5 days after the due date. The standard workflow function has limitation building…
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