CUSTOM CONSOLE USING VISUALFORCE AND APEX

Client

Our Client is a UK based charity devoted specifically to the cause of a particular kind of Arthritis. The organization’s staff works closely with all its Members, Volunteers, and a panel of Medical and Allied Health Professional Advisors to coordinate, fund and deliver high quality member services for all affected by Arthritis.

Challenges

  • Was currently using Salesforce but it was not customized to their needs.
  • There was no centralized place for viewing pending callers and available volunteers.
  • The organization spent a lot of time assigning volunteers to patients, which was a hindrance to their ongoing growth.
  • The process to identify suitable volunteers was very time consuming. There was no simple user interface to do specific searches according to the required attributes.

Solutions

We developed a sophisticated Visualforce page. It worked like an integrated console and helped manage the organization’s callers, volunteers and members in an efficient way. It performed the following functions-

  • View and edit details of all patients/callers who require volunteers.
  • Search for an appropriate volunteer based on various attributes.
  • View details of the chosen volunteers.
  • Link the selected volunteer to a patient

Results

  • 360 degree view of all volunteers and calls
  • Faster and Smarter Operations
  • Easy to use and all-inclusive user experience

Now you can take a look at the functionality !!

Custom console image1

Custom console image2

Custom console image3

Custom console image4