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We have expertise in following domains:
- Sales Cloud – Complex Lead Management, Custom Lead conversion, Person Accounts, Mapping business to opportunity, Products, Pricing, CPQ, Forecasts, Territory Management
- Service Cloud – Live Agent, Case Management, Email to case, Web to Case, Omni Channel, Call Center setup, Social Media integration, Knowledge Base implementation
- Community Cloud – License based optimization, custom UI using VF/lightning, Click & configure using template
- Field Service Lightning – This is the newest product from Salesforce to target field service. We have done 3 implementations on it and have got a good hand at it. We can help customers set up this product, as well as integration inventory, scheduling and dispatching.
- Integration – REST/SOAP based integration with external systems to synchronize data live or based on schedule.
- Custom Development – Custom application development
- Data Migration – DM strategic planning & Data migration
This includes platform features like but not limited to :
- Workflows
- Process Builder
- Email Templates
- Email Services
- Record Types & Page layout associations/customization
- Security (OWD, Sharing Rules, Profiles & Roles, Apex Managed sharing)
AppExchange Expertise:
We also have expertise in following apps from AppExchange:
- Docusign
- Drawloop
- Conga Composer
- EcoSign
Integration Expertise:
Here is a partial list of our integration projects:
- Shopify
- Azure Blob/Azure Queue
- Amazon MWS
- Sharepoint
- JD Edwards
- SAP BusinessOne
- Google Calendar
- Quickbooks
- Xero
- Harvest
- Accompa (Requirement management software)
- Alfresco
- Exact Online
- RingCentral
Partial Technical Expertise:
- Creating custom controllers , visualforce pages and Lightning
- Writing apex triggers and bulkifying triggers
- Overriding default behavior
- Future methods and Batch apex
- Developing custom visualforce components
- Record sharing through apex
- Integrating YUI (Yahoo UI)/jQuery components in Visualforce
- Inbound and Outbound Email services
- Web service callouts and creating web services to be called from external
- applications
- Scheduled Jobs/Bulk Jobs
Partial List Of Salesforce Projects:
- Community for Suppliers and Builders
- Community and Internal implementation for LED lights importer
- Community and Internal implementation for Mortgage and Refinancing
- organization
- Community and Internal implementation for Motor Vehicle Insurance
- provider
- Construction tracking app for Builders
- Guide app for Tour Operator (Force.com site)
- Clinical trial tracking/management
- Medical billing application for US based medical billing market
- Rental Space Tracking – Hawthorne Retail Partner
- Advertising Order booking for print media company
- Purchase Order Management and Carrier booking
- Knowledgebase Creation – Salesforce Content
Salesforce Integration Projects:
- Salesforce – SAP BusinessOne integration (native)
- Salesforce – CMS (SharePoint, Alfresco)
- Salesforce – JD Edwards integration (middleware)
- Salesforce – Quickbooks integration (middleware/native)
- Salefsorce – FogBugs integration (middleware)
Approach:
Our approach is to always try to implement requirements using click & configure methodology (Out of the Box – OOTB). This way we can keep the maintenance easy and cost effective. If any requirement is not possible using click and configure, then only we implement it using Apex, VF and/or Lightning. We consider Salesforce governor limits as part of designing system.