Automation of clients follow up using Flows
All businesses need to stay in touch with their clients and prospects to keep growing their pipeline. It is critical for businesses to maintain regular contact with the prospective clients. This article discusses a possible approach for implementing such a requirement.
Integrating Stripe with Salesforce
Stripe is a payment processing platform which allows businesses to accept payments over the Internet. There was an ad hoc client requirement to generate a payment link for the customer to make the payments. This functionality is used to synchronize payments between both the systems- Stripe and Salesforce.
Displaying different page layout for different stages in Opportunities
An Opportunity is a standard object that has many fields, one of them is a picklist field called ‘stage’. Stage reflects the current status of the opportunity, i.e. whether the opportunity is prospecting, does it need analysis, is it Won, is it Lost etc.
Salesforce Communities and AWS S3 Drive Integration
Client’s business runs on Salesforce Community cloud. To manage documents uploaded by various community users, guest site users and internal organization users, file storage of Salesforce is a big challenge.
Attendance Tracker on Salesforce NPSP
The client records these attendances in two steps with the help of an app. In the first step, the training administrator adds the sessions and then adds participant records to it.
Employee Availability Component for Case Object
The client had a requirement for a quick view of the team's workload based on the open date and due date of their open tickets, along with the complexity of work in a graphical fashion. The view should give an indication of availability for team members, so that the tasks can be assigned promptly.
Shopify Dashboard in Klipfolio
The client wanted us to build a dashboard for each of the Shopify Store and a final Master Dashboard to see the combined data for all the Stores at one single dashboard.
Einstein Analytics Dashboards In Communities
The Client had a requirement to show Einstein Analytics dashboards in Communities for the Customers/Partners without logging into Salesforce. The goal is to embed Einstein Analytics in Communities. This will allow external users to view different insights from dashboards and take suitable actions.
Updating Salesforce using barcode from a mobile application
To Scan a barcode and if there exists a record with that barcode in an object then update Donation Amount (fieldname of that object) and if there exists no record with that barcode then it shows an alert “can not update Donation Amount”.
Astrea’s Field Service Lightning Implementation:
Astrea has strong experience in Field Service Lightning(FSL) implementation and have recently completed a project for a water purifier manufacturing company. FSL provides a widely customisable implementation to facilitate a large range of companies that provide field service based on their number of employees and territories they are spread to.
Capturing Business Cards into Salesforce
Clients needed to capture information of prospective donors or partners from their business cards and store it within Salesforce. The management of the records took a lot of time and effort to save the hard file for the cards and it is to be associated with the correct record of a contact.
Stripe Salesforce Integration
Stripe provides us the great APIs to do recurring billing and online payments. Ideal for subscription and e-commerce business to accept payments from around the world While Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.
The client owns a very popular Gym Training Center with its hundred of centers located all across the globe and they wanted to monitor and track all the locations at a single place. Each center was using a dedicated Facebook Ad-Account and Facebook Page. So in order to track the performance, they used to manually download the Facebook stats and then use Excel to track and monitor the progress. The main challenge for us was to automate this whole process and facilitate them so that they can track all the data at a single place with the functionality of getting weekly and monthly email reports for each location
Working With Large Production Database
As the client is very popular in the Europe region and their user base is also huge. So sales are also very high. In their production databases, there were more than 50 million rows for half of the year only. So processing that much of data was beyond the scope of the Klipfolio. Also, their production database was behind the firewall and only accessible from the company premises. The Client need was to draw the relevant graphs by retrieving the data from the production database server running on the premises of the company.
Customizing List view of Contacts in Lightning
The Client was using Salesforce Lightning for their day to day tasks and wanted to add some new features to enhance their experience with Contact List views. The client needed to perform advanced search on Contacts list view and add them to Campaigns.
The client required list view of contact with full details of Long Text Area fields and also want to have Long text area in search filters. This is not supported out of the box. Also the Client had Salesforce Shield enabled in their org which restricted the use of standard SetController (to overcome this issue we used Tooling API). In the standard filters in Lightning, there are some predefined filters and these filters do not support long text area fields.
Salesforce - Mailchimp Custom Integration
The requirement was to integrate the MailChimp Account of client to their Salesforce instance. Client wanted to Unsubscribe the Contact/Lead records from their MailChimp list when someone checked ‘Email Opt Out’ checkbox on the contact and Lead record and also when someone unchecked ‘Email Opt Out’ checkbox on Contact/Lead records the that record should Re-Subscribe back into MailChimp list.
Integration of Salesforce with ACH Processing Co API
The customer needed an advanced way to connect the Salesforce CRM with ACH Processing Co API. ACH Processing Co is an online software product to perform online payment transactions. It also supports billing applications that allows the user to send an invoice or payment directly to a customer’s email address. Once the invoice is received, a link is provided to submit the payment directly to the account. ACH Processing Co also provides an API which allows third parties to programmatically access their business logic and data.
Google Calendar - Salesforce Integration
The requirement of the client was to sync Salesforce’s Event standard object with Google Calendar in such a way that when an Event is created in Salesforce for a User, an Event with all the details should be created in the respective User’s Google Calendar also. The client wanted this functionality for many different Users. Events should not get duplicated and when a User cancels an Event in Salesforce, it should be deleted from his/her Google Calendar.
Media platform for the Zambian Youth
The client wanted to create a platform focusing on the upliftment of the youth of Zambia by educating them on the latest Technology, Business, Environment, Education and other topics. This objective was defined by providing the youth with News, Current Affairs and updates on the Various topics available from around the world and internally.
Inventory Management and Site visit: a mobile Solution for Salesforce
The client needed a mobile app to work across all the platforms and devices. Dealing with the site visits by CSR, they needed to update service visits or create electronic service sheets / Inspections etc. Each site has a visit every month by a CSR in which a number of different tasks need to be completed. All of the tasks needed to be in a step by step form that the CSR has to complete.
Officer’s Association- An App for the Veterans
The Client is a British company established with an aim to help anybody associated with the British Armed Forces. Whether someone is thinking of leaving the Services, wants a career change or is looking for work, OA can help them with employment and transition advice, at any stage of their career. They have a team of experienced consultants who guide one through a one-to-one discussion where they review their CV and discuss their options.
Reinventing Business Processes Through Salesforce, A Case Study
The client is a British Service Management Software provider that offers the very latest in cloud technology to give a complete cross platform solution to transform how one manages his business. They offer a solution that fully integrates sales and quote management, CRM via Salesforce.com (SFDC), Industry specific contract management, workforce scheduling, Asset/Inspection Management, E-Logbook,..
Mashup Klips (Shopify, Google Analytics, Bing, Facebook and Google Adwords) Dashboard Development
Data required from these API was to be fetched from 20 Clients Account from each API into 20 Klipfolio Client Accounts Instance. We had to develop 3 dashboards(total 9 Klips in each Klipfolio Client Account Instance).
The requirement was to integrate the Shopify store of client to their Salesforce instance. Client wanted to store the purchase information like name, company, email, phone number, address etc from Shopify into Salesforce and create a closed Opportunity for the sale with product and price information. Client also wanted us to check for duplicate records before creating them in Salesforce and check if Accounts and Contacts are to be created or not.
Luminate to Salesforce Case Study
The client was using Luminate CRM from past few years but was not fully satisfied with the tool. The price structure of Luminate was quite high for the organization specially when they were using only some specific feature of it once in awhile. Luminate overall features looked attractive but they were not actually using all the features to their full extent. It was not providing the entire information of the system. Reporting and analytics were a great challenge for the client while using Luminate. They wanted a tool which could meet all their needs, helps in changes and growth and provide proper reports and analytics.
Custom Knowledge Base setup in Salesforce Lightning (Add/Edit Article Lightning Components)
The requirement was to make a Lightning Component which will insert new records in a custom object. Users of a selected Profile should be able to specify a record type, all other Users should only be allowed to submit with default record type.
This Lightning Component should also allow Users to:
- Submit any number of attachments which get uploaded at the same time.
- Submit any number of URLs as attachments.
Community Implementation for Construction Industry
The client had been using Salesforce for managing their operations but not any integrated solution was in place to manage their partners.They required a partner management plan that would help to manage the accounts for all partners and their projects on one side.
A US based solar energy finance and investment firm which has facilitated financing for approximately 450W solar projects on behalf of Fortune 100 Companies. Company has offices set up globally with a large number of customers. The client had been using Salesforce and Astrea helped them in implementing their business operations and now, they wanted to explore the marketing automation. Astrea helped them in implementing their marketing automation goals.
The Client wanted a mechanism where a technology is used that supports both website and a mobile app. The requirement was to build both a website and a mobile app for Job portal. The main feature of the project was to find in database all the matching jobs to a given jobseeker profile and email the jobseeker all those jobs. Similarly, jobApp finds all the matching jobseeker active profile to a given recruiter’s job post profile and email all those to the recruiter. They wanted a mobile app as well as a website for this functionality.
Service Cloud Implementation
Client wanted us to set up the whole Salesforce Service Cloud Console for their Support team from scratch. The requirement was to replace the current setup of Freshdesk with Salesforce Service Cloud.
Email-to-Case was set up. This generates a new Case whenever an email is sent to the support’s email address. It also linked the customer’s details with the Case.
Web-to-Case was set up. It allowed the customers to submit Cases directly by filling up the required fields in the form, etc...
Integration of Klipfolio with Amazon Marketplace Web Services(MWS)
A USA based consulting group needed a sophisticated way to connect the Klipfolio Dashboard with Amazon MWS API.Klipfolio is an online dashboard platform for building powerful real-time business dashboards.On the other hand Amazon MWS is a system which store the orders/SKU information of the products for the seller whose products are available on Amazon[dot]com website.The data that we need to query are related to the sales and order of the Product. Inventory and SKU details. These details are available in the Order, Product and Inventory method of the Amazon MWS API.
Time Entry System in Salesforce
Client wanted us to develop a Time Sheet Entry system in Salesforce which allows each user to insert his/her time spent on different Project/Programme/Milestone. The Time sheet entry system will include two objects called Time Sheet and Time Sheet lines. Time Sheet object's detail page will display a grid structure where user can enter time sheet lines. The client wanted that a time sheet should be created for each staff member on Monday.
Single view implementation of Klipfolio Dashboard for Both Desktop and Mobile Appliance
Our Client had pre-built dashboards on Klipfolio. The Klips in Klipfolio have same look and feel on both Desktop and Mobile devices. But our client’s dashboard did not have promising UI on mobile devices. So they wanted us to make their Klips mobile friendly and develop a single Klipfolio dashboard that can be viewed and used conveniently on both desktop and mobile devices.
Survey Application Case Study
Client wanted us to develop a “Custom Survey Application” in Salesforce.com using Apex classes and Visualforce pages to manage feedbacks of employees on a large scale in the organization. The questions are related to different types of areas like Health Benefits, Insurance Benefits, Wellness, Leave etc.
Macola ERP-Salesforce Integration Case Study
Client needs were to migrate records form Macola ERP Objects - Quote/Quote Line Items and Opportunity to Salesforce in different Salesforce Objects like Quotes and Opportunity. So instead of spending time on custom coding as client wants the immediate solution, we used Talend Open Source Data Integration Tool. Maintenance is easy in Talend if new changes comes in future we can easily change/alter the Talend Job as per new needs.
Salesforce Community Site Implementation with Paypal API Integration for Large Online Store
A USA based Company that provides solutions that achieve measurable results for Non Profit, Commercial and Public Sector clients.The customer wanted to connect with their Member and Non Member Users by building customized Salesforce Community Site Pages within their Salesforce instance which contain their branding logo and look and feel similar to their company website.Client requirement was to build a Product Catalog/Shopping Cart Application within the community site for the Member and Non Member users so that they can order the products.
Google Analytics Dashboards Case Study
The client wanted us to build dashboard for their college website traffic data and they are using Google Analytics to track their college website traffic. Client wants the dashboards for College Faculty and Marketing Team. As both Faculty members and Marketing team does not have much knowledge about Google Analytics and Website performance metrics, the client wants more visualisation on dashboard so that their target audience can understand the data in a better way. In addition to this, Client also want to see data for any time period having trends for monthly, weekly & daily periods.The dashboards helps the client in various ways as they provide a quick overview, often with charts and graphs, allowing busy individuals to quickly take in the necessary information and make appropriate decisions as graphical representation make strategic data easy to understand.
FinancialForce Case Study
FinancialForce.com delivers ERP at Customer Speed.The FinancialForce API helps in the business operations on the core document types such as Sales Invoices, Purchase Invoices, Credit Notes, Journals and Cash Entries. These operations allows the creation, editing, posting and other document specific business functions such as Invoice Schedules.These APIs provide the developer with the opportunity to develop alternate user interfaces or flows.
Desk.com Case Study
The client wanted a mechanism to support the user’s authenticity and therefore a control system to manage the confidential data to be displayed to an authenticated user only. They wanted to control the user registration and access based on certain parameters and criteria. We implemented multipass login for the users by developing a force.com site in Salesforce org and created an admin approval process. Therefore, when any user registered for the company’s service portal, it has to be first approved by the admin and only after that the user can access the full documentation and company resources.
NWCI Case Study
Two site pages are created for tracking the individual and group members respectively. The app named "Chargent" is used to manage this issue. It allows the members to pay a direct amount as well as frequency(i.e. monthly, weekly, annually,etc) based amount. Here the payment amount for each member gets stored on their associated opportunity. The payment is made through a secure payment link given by the Chargent.
PostgreSQL Healthcare Klipfolio Dashboard Case Study
As Both databases have very different data structure, we first created an understanding of both databases and matched all tables and columns, and created a rough mapping structure. Then after thoroughly investigating we created data source queries using PostgreSQL similar to previous versions (the clients wants the queries to be similar to the previous version so that they can also compare data on their side).
Migrating files from local machine to Salesforce Instance as Attachment
Astrea It services have come up with a solution for this requirement with the help of Talend Tool. Astrea has used Talend Open Source Data Integration Tool which is free to use to setup the migration Job. Job will be responsible for pulling the files from local machine and pushing the same as attachment on SFDC Objects. Job also have the error handling and reporting capabilities. Talend is an Open Source Data Integration Tool which provides the connectors for many external systems.
Integration of Klipfolio dashboard with Hubspot API(Sales and Marketing Tool)
The customer needed a sophisticated way to connect the Klipfolio Dashboard with Hubspot API. Hubspot is an online software product for inbound marketing. The software has features for social media marketing, email marketing, content management, web analytics and search engine optimization among others. Hubspot also provides an API which allows third parties to programmatically access their business logic and data.
Klipfolio has now become an essential tool for analytics, with its feature to give visually aid to the integrated data from any site, analyzing the data has become more convenient. Klipfolio keeps on updating the platform to give more ease and more usefulness to its customers. Klipfolio gallery is one of the revolutionary steps toward making the Klipfolio easier.
Generating Documentation for your Salesforce Instance
The documentation of the Salesforce instance has always been a tiring job; it takes a lot of time, the time which could be used to do something productive and also the job being a time consuming one is very monotonous. No one likes the documentation job but it is the important part, it has to be done.
Google Adwords KPI’s & Metrics
Google adwords was launched by Google as an online marketing tool which helps small or medium size business to become visible to the people who search for products and services on internet.
Facebook statistics dashboards using Klipfolio
Klipfolio integrates the Facebook data and depicts it in more readable, presentable and user friendly way and can be customized according to the user requirement and thus helping the companies to use the data in their presentations or companies profile to attract more and more customers and investors.
Customization of Service Cloud Salesforce Community
We developed customized Salesforce Standard Community pages within Salesforce instance which contains branding logo of the customer and look and feel similar to their company website. We Created a new custom, responsive design and skinned the new community design similar to the Customer owned Website theme within Salesforce.
Klipfolio Dashboard- Integration of Klipfolio dashboard with AWeber API( Email Marketing Tool)
We have made dynamic data sources to fetch the required business data from the Aweber API using Java Program. As it is REST based API having two step authentication and the data transportation format is JSON, so we had also done parsing to get the data from the API and post it to the JSON based data source of the Klipfolio Dashboard.
Custom Console Using Visualforce and Apex
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.
Development of Survey Application in Salesforce.com
We have developed this custom survey application using the apex and visual force pages on Salesofrce.com. We have designed the Object Structure of this application in such away so that the app can take the dynamic numbers of questions and responses. We have built visual force pages to take survey inputs from both employees and managers with some validations as per the client’s requirement. After submission of survey form by one user, the other user will be notified immediately via email to fill-up their part of survey. We have used apex to construct this mail functionality.
Klipfolio Dashboard- Integration of Klipfolio dashboard with MindBodyOnline API
We have made dynamic data sources to fetch the required business data from the MindBody API Sites using Java Program. We have consumed the premium “Data Service” of the MindBody API. As it is SOAP based API and the data transportation format is XML, so we have also done parsing to get the data from the API and post it in xml based data source of the Klipfolio Dashboard.