Posts Tagged ‘salesforce visualforce page’

WeDid: RTOs populate student enrolment data directly to Salesforce

The education industry has gone through significant changes over the past few years. To keep up with the changes, most of the registered training organisation (RTO) are adopting a more seamless student management process particularly using Salesforce as a tool to facilitate student sales and administration – one of the main areas is the student…

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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…

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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: Custom Quota Module

Challenges Salesforce can forecast sales per month/quarter/year per user. However this customer has a complex forecast module that works like this. They have different segments of business. For example: – Segment #1 – Segment #2 – Segment #3  There are many sales user: – John Doe – Fred Smith  They would like to create separate quota that looks like this: Q1-2013 John Doe@Segment #1 =…

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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: 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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WeDid: Cross Object Page View With Extensible Filters Via Custom Button/Tab

Challenges The customer runs a flower shop that includes delivery service. Getting complete information of the buyer and sales order are important so that the goods are sent at a timely manner.At the end of the day, the customer needs: extended filter such as filter by client, order delivery date, order salesperson for specific records to mass…

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WeDid: Customized Quote Form with E-Signature

Challenges Salesforce has an out-of-box feature which allows user to create Quote with form templates and saved as PDF. However, the customer is looking for additional feature to enable their clients to be able to sign on the quote electronically via mobile devices, i.e. smart phones, tablets, etc. As such, a customized Quote form with the…

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