A brief synopsis of salesforce.com projects

Following is a brief synopsis of some projects that Beyond Vision has done at salesforce.com platform.


Donation Management App for Salesforce

www.islamicaid.com

Islamic Aid (www.islamicaid.com) is a non-profit UK based charity, working in some most deprived areas of Asia and Africa.

They selected SFDC platform to unify all their discrete systems into one unified platform. We have developed a multi-currency customforce.com donation management app which covers from donors to one-off and recurring donations with multiple offline/online payment options integrated with various services. The system works right from campaigns to prospects and donors, donations and fund allocations to tracking funds online by donors and auto claiming and collection of gift aid from UK tax department and online bank reconciliations of funds. A batch printing module is also developed to print various receipts and letters in bulk over network printers.

Their system now provides a 360 degree view on all their activities via dashboards and end to end integrated with payment providers to HMRC to banks & partners in various countries.

A custom UI was developed to suite all type of techy/non-techy volunteers.

Key technical skills utilized in this project are: WSDL-To-Apex classes, Apex Controllers, Apex SObject Describe calls, Visualforce pages and components, Dynamic UI generation using Apex component injection and metadata describe calls, Apex Scheduled classes and Batch classes, some very neat abstractions for keeping model code separate between systems.

This is a Donation Form which we created on Salesforce and hosted on php site.

 

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Salesforce Community Managed App

We worked for a platform that allows individuals and organizations to bundle their high-value expertise, algorithms and data into interactive, easy-to-build knowledge-sharing and problem-solving apps and share them with customers and partners in a secure and private way.

We developed a managed package app in Salesforce in which we used Salesforce community to develop chatter experiences for different type of users. We developed Visualforce pages for Salesforce community using HTML/CSS, JavaScript and jQuery, at the backend we used apex and Chatter REST API for creating chatter groups, inviting existing Salesforce users to groups, sending private messages using Chatter rest API, creating and publishing Knowledge articles from community, creating and assigning Task from Salesforce community.

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Integration between Power Broker CRM and RCM (Real Marketing Capital)

Power Broker CRM is a leading commercial real estate CRM built on Salesforce.com and RCM is a leading commercial real estate auction platform for both property and note sales. Commercial real estate professionals utilize RCM to market to buyers and brokers and then manage and track potential property transactions.

We integrated Power Broker CRM with RCM (Real Marketing Capital) which allow Power Broker users to push Listings to RCM using a ‘Publish to RCM’ button on a Listing. The ‘Publish to RCM’ will trigger integration to create a Project record in RCM that reflects the Listing & Property information in Power Broker.

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Divi-Energy (Energy Saving Company)

divienergy.com

Divi Energy (http://divienergy.com/) is an energy saving company in US. We helped Divi Energy to increase its sales productivity by automating their sales process using complex calculations of their energy products. We created Dynamic PDFs of invoices and audits for their customers.

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Jensen-Precast

jensenprecast.com

Jensen precast is a construction contractual company in United States. We customized their Salesforce Org and created Calendar which show the company projects on calendar within Salesforce date wise, and categorize by location with different. We also integrated Microsoft .net with Salesforce, a utility runs in Microsoft .net and retrieve all Projects information from SQL of last 24 hours and store it in Salesforce.

We have created a functionality on page where a user can merge two projects. First it search for a primary record, and then for a secondary record. Secondary record is merged into primary with the selected fields.

Also we integrated one drive with Salesforce, and user can upload files from Salesforce to one drive.


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FantasySalesTeam DataLink for Salesforce

FantasySalesTeam is an award winning application which allows sales managers to run more engaging and higher performing sales contests through gamification. DataLink integrates FST with Salesforce; complete automation of scoring and game management.

This app is our featured work in terms of custom UI development using Visualforce and latest version of jQuery libraries. The development of this app features the most advanced Apex and Visualforce skills not commonly known to most of the developers. This includes usage of Apex Dynamic Component Injection in visualforce pages. This technique allowed us to inject UI components for generating pages that allow creation of record filters with same look and feel as with standard Salesforce list filters. Team worked really hard to provide this kind of experience to users and enjoyed that too at the same time. The result was heaps of praise from both FantasySalesTeam’s own team and users who used it. The core of this app lies in summarizing the data according the filters created, sending them to FantasySalesTeam servers in scheduled routines using SOAP API calls generated using WSDL-to-Apex classes tool. However, in order to minimize bandwidth usage for client having as many as 1500 users using this app, we revamped the app to use custom http calls with http compression to send compressed data to FantasySalesTeam servers bringing down bandwidth usage and response times considerably.

Key technical skills utilized in this project are: WSDL-To-Apex classes, Apex Controllers, Apex SObject Describe calls, Visualforce pages and components, Dynamic UI generation using Apex component injection and metadata describe calls, Apex Scheduled classes and Batch classes, some very neat abstractions for keeping model code separate between systems.

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Salesforce.com jBilling Integration Connector App

| JBilling.com

JBilling.com selected us to develop their official plugin for Salesforce.com CRM. This plugin provides core functionality of their application right within Salesforce.com. We developed this app using their SOAP API. We paid a lot of attention to the application’s architecture first up which enabled us to release the core app on time and made it extensible for adding further features over the period of time as requested by jBilling’s executive team.

Since, jBilling.com provides hosted solution to their clients; we encountered and resolved several challenges to create a standard app that adapts to different customer configurations such as changing Endpoints, Server paths, Server Security issues, etc., without making any changes to core jBilling API. We designed this app keeping user-friendliness and robustness at heart of design. Due to these key design decisions, this is being tested in several customer organizations and proved to be a real time saver for customers using Salesforce.com and jBilling, who wanted to have a single UI for working through both systems right without leaving their favorite CRM system.

Key technical skills utilized in this project are: WSDL-To-Apex classes, Apex triggers, Apex Controllers, Visualforce pages and components, Apex Scheduled classes and Batch classes, Abstractions for keeping Webservice model classes separate from Apex classes and SFDC database model for keeping them open for extension and closed to any major change in code due to Webservice class updates.

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Real Estate CRM Application with Geographic Intelligence – Waypoint Homes, LLC, USA.

We are contracted by Waypoint Homes, LLC to customize Salesforce.com CRM for supporting their day-to-day business. Hence, we customized Salesforce.com with workflows, triggers, Apex and visualforce, and what-not to meet their requirement, which ultimately resulted in Salesforce.com becoming central hub for their backend office as well as their customer facing activities.

We started with bringing customer leads coming into Salesforce.com, then mapped their 4-step business model to salesforce.com which included property inspection, acquisition, renovation and disposition (renting out for a period) and then into cycle of renovation and disposition to other customers. At the end, we ended up designing a make-to-order real estate management app for them with state of art features such as:

1) Geographic Intelligence for automated scoring (portfolio, livability, etc) of properties within certain square miles

2) Binary search algorithms for intelligent property price calculations for buying properties at a price that coincides with their target revenue for years to come.

3) Desktop app for generating heat maps for pitching investors where they should invest according to statistical data on Return on Investment (ROI). Simple as it sounds; this app took considerable amount of time in designing custom algorithms and was core functionality for company’s marketing and sales teams.

These features were developed by working with some of the best Geographic Intelligence scientists and top-notch financial analysts along with Waypoint Homes’ own team of experts. It took best of Beyond Vision’s team to develop these features considering strict governor limits that existed 2~3 years before and utilized, then cutting edge solutions, such as Scheduled and Batch Apex. We can say with some authority, we were among the first to utilize Salesforce.com to its utmost potential in that time and our team has every reason to take pride in that.

We also developed several customer facing portals for existing customers (tenants), investors and partners. One such portal was developed for show casing properties to prospective customers using then recently released force.com sites feature. See http://www.waypointhomes.com/ We also developed IRR function and did Binary search implementation within Salesforce to help Waypoint Homes ascertain appropriate buying and selling price for a property.

Key technical skills utilized in this project are: Google and MapQuest API for geocoding services, Apex Controllers, Apex SObject describe calls, Visualforce pages and components, Dynamic UI generation using Ape metadata describe calls for mapping fields on two closely matching objects, Apex Scheduled classes and Batch classes, some of the very best coding practices and mathematical computing for calculating target IRRs, finding properties within a region for geographic search algorithms, C# GDI+ development for generating custom overlays for Google Maps for creating heat maps with custom colors with complex business logic behind and website designing and development for their front end portal.

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ERP – Financial Accounting App

A financial accounting application is developed within salesforce that works right from opportunities to quotes and SOPs to invoices & financial reporting. All ledger entries are posted via different standard modules like bank receipts, bank payments, customer receipts, supplier payments, customer refund, supplier refund, bank reconciliations, schedule recurring transactions etc. Reports like trial balance, profit & loss, balance sheet, aged debtors & payables, cash flow, VAT returns, stock and other management reports with executive dashboards are generated. Additional time sheet and expense sheet management modules are also developed as part of the application.

Beyond Vision is responsible for all phases involved in application design, development and deployment to AppExchange including Security Reviews clearance, LMO (License management org.) setup and all related tasks till listing on AppExchange.

Key technical skills utilized in this project are: Apex triggers, Apex Controllers, Visualforce pages and components, Custom Reports and Dashboards using Google Charts API.

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Salesforce Email Scheduling App

We developed an Email Utility app for a client that enhances standard Salesforce.com email functionality by including facility to send scheduled emails. Emails are sent at once on a scheduled time or it can be scheduled to be sent automatically on selected frequency.

The whole app experience is designed to be exactly same as SFDC email functionality for which extensive skills of Salesforce Meta-Data, JavaScript and jQuery is utilized. We also hacked into Salesforce.com’s own JavaScript library and utilized same code to produce a very similar and efficient interface for our application. The recurrence logic is designed to give users a very flexible and powerful tool to automate their email tasks such as sending recurring invoices, notifications, etc. The app is particularly appreciated by marketing reps which missed the recurring campaign feature in Salesforce.

Key technical skills utilized in this project are: Parsing of Html and Text Email templates for rendering inline field values in “{!}” tags, Custom component development for providing users interface similar to SFDC Send Email page, Customized WYSIWYG editor development with back-end parsing, Visualforce, Apex, Scheduled and Batch Apex, JavaScript, jQuery, etc.

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Call Tracker App – Straightline Strategies, Inc.

Call Tracker SF makes it EASY to generate call reports without expensive telephony integration. No power dialers, no VoiP connections, no hassles! Built in Lead and Contact reports measure calls to connects and connects to leads.

This simple and neat app allows Sales and Marketing reps to track call durations and aggregate them to a master activity record. This allows managers to view reports for number of calls and duration it took to convert a lead or win a customer. App involves development a visualforce page with neat use of jQuery component to provide timer functionality with notes and few other inputs. Just enough to get things done!

Key technical skills utilized in this project are: Apex Controllers, Visualforce pages, jQuery, Reports and Dashboards.

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Salesforce-Xero Integration App

Call Tracker SF makes it EASY to generate call reports without expensive telephony integration. No power dialers, no VoiP connections, no hassles! Built in Lead and Contact reports measure calls to connects and connects to leads.

This simple and neat app allows Sales and Marketing reps to track call durations and aggregate them to a master activity record. This allows managers to view reports for number of calls and duration it took to convert a lead or win a customer. App involves development a visualforce page with neat use of jQuery component to provide timer functionality with notes and few other inputs. Just enough to get things done!

Key technical skills utilized in this project are: Apex Controllers, Visualforce pages, jQuery, Reports and Dashboards.

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Other Projects

Apart from these listed works, we have done several data migrations projects including migration to SFDC from SAGE Line 50, ACT, Microsoft Dynamics, Goldmine and several single and bi-directional integration between SFDC & SAGE, Xero, Google Calendar etc. We have also integrated various WordPress, Drupal, Custom php, asp.net and cfm systems with salesforce.com utilizing their Webservice API (REST and SOAP).

We also have extensive experience in customizing Salesforce.com for small to large businesses. We have built custom database structures for storing business data, built workflows and approvals to support their day-to-day operations, created custom report types to give decision makers a neat view of their businesses as well bringing other systems to from right within Salesforce.com.


For more info on our clients/projects, please contact us at info@beyondvision.net

Note:

Beyond Vision is situated in South Asia and mainly into IT outsourcing and does development works for software houses and IT companies in the UK/USA and at Elance. According to the nature of NDA signed between these partners, we are unable to disclose some client identities.