PromoPros CRM Autmomation
Project Name : PromoPros CRM Autmomation
Description :
Developed and enhanced several Salesforce features to streamline customer feedback integration, case management, order management automation, and advanced user interface integrations. Leveraged Apex triggers, Visualforce, Aura Components, and Lightning Web Components (LWC) to improve customer service, operational efficiency, and user experience.
Technology Used :
Platforms : Salesforce
Tools : Salesforce Apex, Visualforce, Aura Components, Lightning Web Components (LWC)
Languages : Apex, JavaScript
Salesforce Features : Email Templates, Visualforce Pages, Apex Triggers, Case Assignment Rules
Methodologies : Agile, Continuous Integration and Deployment (CI/CD)
Case Study
Objectives :
Integrate a customer feedback system for improved customer service.
Enhance email-based case management and case owner management.
Automate order management processes.
Improve user interface with advanced integrations.
Key Features :
1. Integrated Customer Feedback System :
Customer Feedback Integration :
Developed an integrated feedback system within Salesforce using email templates that direct customers to a Visualforce page for rating their experience. The system intelligently creates a Customer Survey record for positive feedback and initiates a case for poor ratings, significantly enhancing customer service and responsiveness.
2. Email-Based Case Management Enhancements :
Case Status Automation :
Created an Apex trigger on the EmailMessage object to update case statuses and queue associations automatically when emails are linked to existing cases, optimizing case flow management.
3. Case Owner Management :
Automated Ownership Transfer :
Implemented a trigger on the Case object to automatically transfer ownership to a specific queue when a case is closed and the current owner is inactive, ensuring continuity in case handling.
4. Order Management Automation :
Order Delay Automation :
Developed a trigger on the Custom Order Line Object to automate the creation and updates of cases for delayed orders, linking each case to its respective Order record and managing case assignments to guarantee timely resolution of order issues.
5. Advanced UI Integrations :
PDF Quote Display :
Integrated an Aura component with a Visualforce page using JavaScript and Apex to display detailed PDF quotes in a modal, including product prices, descriptions, and delivery times. This functionality is accessed through a Quick Action, automating the attachment to Salesforce records and enhancing user interaction with immediate notifications. This setup ensures that users can generate and view PDFs seamlessly from within the Salesforce UI, thereby improving the efficiency and responsiveness of customer engagements.
6. Quote Management Improvements :
Seamless Quote Editing :
Implemented a Quick Action button linked to a custom Lightning Web Component on the Quote Request detail page. This setup allows users to edit and save new quotes seamlessly, with an Apex class automatically replicating all related product details from the original quote, ensuring data accuracy and efficiency in quote management.
7. Dynamic Case Assignment Configurations :
Dynamic Case Assignments :
Created varied case assignment rules to dynamically assign case owners based on triggers and direct interactions from the Case object detail page, improving operational responsiveness.
8. Large Order Case Handling :
Automated Case Updates :
Crafted a trigger that activates when a new case under the Clarification record type is created and linked with an EBS Order with a high total. This trigger ensures that any existing cases of the Large Order type associated with that EBS Order are automatically updated, enhancing data integrity and case management efficiency.
Business Benefits :
Increased Efficiency : Automated processes reduced manual effort and errors, saving time and resources.
Enhanced Customer Service : Integrated feedback systems and improved case management significantly boosted customer satisfaction and responsiveness.
Improved User Experience : Advanced UI integrations and dynamic case assignments enhanced user interaction and operational efficiency.
Better Collaboration : Automated case assignments and ownership transfers ensured continuity and collaboration across teams.
Achievements :
Customer Satisfaction : Achieved higher customer satisfaction scores due to responsive feedback management and streamlined case resolution.
Operational Efficiency : Reduced case resolution times and improved order management, leading to enhanced operational efficiency.
Innovation Recognition : Recognized for innovative use of Salesforce features, improving the company’s reputation within the industry.
User Engagement : High user engagement and adoption rates due to intuitive interface designs and automated processes.
Cost Savings : Optimized resource allocation and reduced operational costs through automation and efficient case management processes.
Social Dashboard
Project Name : Social Dashboard
Description :
The Social Dashboard is a comprehensive analytics platform that provides detailed Google Analytics and activity reports on social media performance. Designed for business owners, it offers insights into customer interests and trends by analyzing data from Facebook, Twitter, LinkedIn, and other social media platforms. By tracking metrics like page likes and user engagement, the Social Dashboard empowers businesses to make informed marketing decisions and optimize their social media strategies.
Technology Used :
Platform: Salesforce
Technologies: Apex Class, REST API, Google API
Case Study
Objective :
To develop an integrated social media analytics platform that offers business owners detailed insights into customer behavior and social media trends, enabling data-driven decision-making and marketing optimization.
Responsibilities :
Requirement Analysis and Design :
Collaborated with stakeholders to gather requirements and define the scope of the Social Dashboard.
Designed the architecture and user interface of the application, ensuring alignment with business goals and user needs.
Customization and Configuration :
Customized and configured the application to meet specific reporting requirements.
Developed an intuitive user interface to enhance user experience and accessibility.
Development :
Developed Apex classes to implement business logic according to requirements.
Created custom controllers and controller extensions to manage application functionalities.
Integrated Google Charts to visualize data from various APIs, providing clear and actionable insights.
Data Integration :
Implemented Google Analytics, Facebook, Twitter, and LinkedIn integrations to collect and analyze social media data.
Ensured seamless data synchronization and real-time reporting.
Testing and Quality Assurance :
Created test case scenarios for functional testing to validate the application’s performance.
Conducted unit testing and system integration testing to identify and resolve issues.
Ensured the application met quality standards and performed reliably under various conditions.
Training and Documentation :
Conducted knowledge transfer sessions within and outside the team to ensure a smooth transition.
Prepared a comprehensive guideline document to serve as a tutorial for users, facilitating effective use of the application.
Benefits to the Business :
Enhanced Social Media Analytics :
Provided business owners with detailed insights into social media performance, enabling better understanding of customer behavior and preferences.
Data-Driven Decision Making :
Enabled businesses to make informed marketing decisions based on real-time data and trends.
User-Friendly Interface :
Designed an accessible and intuitive user interface, improving user satisfaction and productivity.
Improved Data Accuracy :
Ensured accurate and up-to-date data through seamless integration with multiple social media platforms.
Operational Efficiency :
Streamlined the process of analyzing social media data, saving time and resources for businesses.
Additional Highlights :
Stakeholder Collaboration :
Maintained close collaboration with stakeholders to ensure the Social Dashboard met business needs and objectives.
Comprehensive Testing :
Conducted rigorous testing to ensure the application’s reliability and robustness.
Ongoing Support :
Provided ongoing support and maintenance to ensure the platform’s continuous performance and improvement.
Performance Optimization :
Optimized the platform’s performance to enhance user experience and operational efficiency.
In conclusion, the Social Dashboard project showcases our ability to develop sophisticated and user-friendly analytics solutions tailored to complex business requirements. This project highlights our expertise in leveraging Salesforce and various APIs to deliver actionable insights and drive business growth.
AutoSphere Solutions
Project : AutoSphere Solutions
Description :
AutoSphere Solutions is a multinational automotive distribution, retail, and services company headquartered in London, United Kingdom. AutoSphere Solutions operates in several countries and represents various car brands, providing a range of automotive services including new and used vehicle sales, parts, and servicing.
Technologies Used :
Salesforce Experience Cloud, Salesforce Marketing Cloud, Lightning Web Components, Flows and Process Builder, Apex, Visualforce Pages, Salesforce Lightning Experience, Formstack Forms, Formstack Documents
Key Features :
AutoSphere Solutions leverage a variety of Salesforce features to enhance their operations, streamline processes, and improve engagement with students, educators, and other stakeholders.
Sales Process Automation:
AutoSphere Solutions uses Salesforce to capture leads from various sources such as web forms, marketing campaigns, trade shows, and referrals. Automated lead assignment rules ensure that leads are assigned to the appropriate sales representatives. Automated processes are there to help qualify leads based on predefined criteria before they are converted into opportunities.
AutoSphere Solutions uses Salesforce’s automations like Apex triggers and Flows to automate the stages and steps of their sales processes.
Experience Cloud :
AutoSphere Solutions utilizes Salesforce Experience Cloud to enhance engagement and streamline operations across different markets all over the world.
Custom Metadata Types :
AutoSphere Solutions utilizes custom metadata types to manage the common features developed to be used by diffrent markets according the configuration defined in their metadata record. Each market is recognized by the business Id field and for every custom metadata type there is a different record for different market.
Automations :
AutoSphere Solutions has designed a custom solution for the sales process called Digital Deal Pack which leverages the automation tools like flows and Apex triggers along with Formstack Forms and Formstack Documents to improve and digitalize the sales and documentation for the vehicle.
Salesforce Optimization and Automation Suite
Project Name : Salesforce Optimization and Automation Suite
Description :
Developed and enhanced several Salesforce features to improve data population, opportunity management, security, and process automation. Leveraged Apex triggers, Lightning Web Components (LWC), and Salesforce Flow to streamline operations, enhance data integrity, and improve user experience.
Technology :
Platforms : Salesforce
Tools : Salesforce Apex, Apex Triggers, Lightning Web Components (LWC), Salesforce Flow
Salesforce Features : Validation Rules, Sharing Settings
Languages : Apex, JavaScript
Methodologies : Agile, Continuous Integration and Deployment (CI/CD)
Case Study
Objectives :
– Automate data population and process automation.
– Enhance opportunity management and security.
– Improve user experience with advanced Lightning Web Components.
Key Features :
Automated Data Population :
Apex Triggers : Developed Apex triggers for a custom object to dynamically pull and populate data from related Projects, Accounts, and Contracts. This significantly improved efficiency in form processing by auto-populating fields such as facility site names and contract IDs.
Opportunity Management Enhancements :
Real-Time Updates : Implemented an Apex trigger on Opportunity to ensure related objects and their child records are updated in real-time based on changes in Opportunity fields, enhancing data integrity and responsiveness.
Dynamic Sharing Rule : Designed a sharing rule based on Opportunity stage to dynamically share data with relevant roles and subordinates, facilitating better data accessibility and collaboration across teams.
Security and Validation Rules :
Business Logic Enforcement : Enforced business logic via triggers to restrict status updates by the owner once submitted for approval, ensuring compliance with approval processes.
Role-Based Validation Rules : Created validation rules that restrict record creation to users of specific roles, maintaining data integrity and adherence to organizational protocols.
Advanced Lightning Web Components (LWC) :
Custom Contract Editing LWC : Crafted a custom LWC to facilitate direct editing of Contracts, streamlining the modification process within the user interface.
Sophisticated Case Management LWC :
External System Integration : Integrates with external systems to escalate cases, manage case comments, and update status dynamically from external feedback.
Dual-Mode Functionality : Features editable/read-only functionality, file upload capabilities, and re-escalation options for specific case types, enhancing case handling efficiency and user experience.
Process Automation :
Automated Case Closure : Automated the closure of Cases generated via Email-to-Case when the case owner is assigned to a specific Queue, optimizing case resolution processes and reducing manual workload.
Dynamic Data Fetching :
Dynamic Data Fetching LWC : Engineered an LWC to automatically fetch and display agency data from external systems in a datatable, keyed by the accountId from the URL, which aligns with the owner’s product subscriptions. This personalization of the data experience improved operational efficiency.
Business Benefits :
Increased Efficiency : Automated processes reduced manual effort and errors, saving time and resources.
Enhanced Data Integrity : Real-time updates and role-based validation ensured high data accuracy and compliance with business rules.
Improved User Experience : Intuitive and dynamic user interfaces enhanced user satisfaction and productivity.
Better Collaboration : Dynamic sharing rules improved data accessibility and collaboration across teams.
Achievements :
Industry Recognition : Received positive feedback from industry peers for innovative use of Salesforce technologies, enhancing the company’s reputation.
User Adoption : Achieved high user adoption rates due to intuitive design and enhanced functionality of the developed components.
Client Satisfaction : Reported increased client satisfaction and retention as a result of streamlined operations and improved data management.
Financial Management Enhancement Suite
Project Name : Financial Management Enhancement Suite
Description :
Developed and enhanced multiple Lightning Web Components (LWCs) to manage and update payer details, payment schedules, and commission splits directly within the Project record detail page in Salesforce. These components were designed to improve user experience, data accuracy, and financial management efficiency through effective interaction with Apex controllers and dynamic user interfaces.
Technology :
Platforms : Salesforce
Tools : Salesforce Apex, Lightning Web Components (LWC)
Languages : Apex, JavaScript
Frameworks : Lightning Web Components (LWC)
Case Study
Project Objectives :
– Streamline the management of financial records within Salesforce.
– Enhance user experience with dynamic and interactive components.
– Ensure data accuracy and security through robust integration with Apex controllers.
Key Features :
Payer Details Management:
Dual Interface Modes : Allows users to seamlessly toggle between read-only and edit modes to view and update payer details.
Dynamic Data Interaction : Utilizes Apex controllers for reliable data fetching and storage, ensuring up-to-date payer information.
Automatic Mode Switching : Automatically returns to read-only view after successful save, instantly reflecting updated payer details.
Integration with Child Component (Custom Lookup):
Search and Selection : Users can search for existing business relations or create new ones directly within the edit mode through an embedded child component.
Modal Popup Interface : Facilitates creation of new business relations with a detailed form within a modal.
Seamless Data Updating : Updates payer details in the parent form without requiring page reloads.
Payment Schedule Management :
Payment Schedule Datatable : Displays all payment schedules linked to a project, providing clear visibility into payment dates, amounts, and invoice statuses.
New Payment Schedule : Users can initiate new payment schedules through an “Add Line” button, which opens a modal form for quick additions.
Invoice Generation :
Standard Invoices : Enabled for projects in approved stages.
Pro Forma Invoices : Available for preliminary invoice generation in other stages.
External System Integration : Contacts an external system to retrieve data for invoice processing.
Validation and Alerts : Includes validation with toast messages to ensure correct processing steps.
Apex Integration : Ensures reliable data management and interaction through methods from an Apex controller.
Commission Split Management :
Commission Details Display : Shows Total Gross, Savills, and Third Party Commissions in percentages and currency.
Modal Popup for Split Management :
View Splits : Allows users to view detailed splits in a read-only format.
Edit Splits : Enables modification of splits with validation to ensure total percentages are accurate.
Dynamic Split Calculation :
Producer Splits : Distributes Savills commission among producers based on predefined criteria.
Office Splits : Allocates Savills commission across different offices, automatically grouping and calculating commission for individual producers.
Third Party Splits : Allocates commissions for third-party affiliates.
Interactive Data Management : Features dynamic tables for each type of split, allowing users to add, edit, or delete records. Ensures total split percentages add up to 100%.
Enhanced Usability : Implements custom lookup components for accurate association of commission splits with specific individuals or entities.
Business Benefits :
Increased Efficiency : Streamlined financial management processes reduced manual effort and errors.
Enhanced User Experience : Intuitive and dynamic user interfaces improved user satisfaction and adoption.
Improved Data Accuracy : Robust integration with Apex controllers ensured data accuracy and security.
Better Financial Visibility : Clear and structured display of financial records enhanced decision-making.
Achievements :
Delivered Ahead of Schedule : The project was completed ahead of the planned timeline, demonstrating efficient project management.
Budget-Friendly : Achieved project goals within a lower-than-expected budget, showcasing cost-effective development.
High Reliability : Maintained high reliability with over 75% code coverage and adherence to Salesforce best practices, resulting in fewer issues and higher system stability.
CBD Deployment Tool Enhancement
Project Name : CBD Deployment Tool Enhancement
Description :
Enhanced the deployment tool functionalities within Salesforce, focusing on optimizing and automating the deployment processes between Salesforce environments. Developed a comprehensive suite of features using Aura, Lightning Web Components (LWC), and Apex classes to facilitate seamless, flexible, and robust deployment solutions.
Technology :
Platforms : Salesforce
Tools : Salesforce Apex, Apex Triggers, Connected Apps
Languages : Apex, JavaScript
Frameworks : Aura Components, Lightning Web Components (LWC)
Methodologies : Agile, Continuous Integration and Deployment (CI/CD)
Case Study
Project Objectives :
– Optimize deployment processes within Salesforce environments.
– Automate deployment procedures to enhance efficiency and reliability.
– Provide a flexible, user-friendly interface for managing deployments.
Key Features :
Custom Setting Creation :
– Created the “App Info” custom setting to store Connected App and Git details using Apex and Aura.
– Facilitates secure management and synchronization of changes across organizational environments, enhancing deployment efficiency and security.
Deployment Application Configuration :
– Configured deployment applications to utilize API credentials and personal access tokens through a streamlined interface, enhancing security and efficiency.
Deployment Strategies :
Direct Deployment : Enabled direct deployments from source org to destination org, simplifying the deployment process for straightforward or urgent updates.
Git Deployment : Implemented a two-stage deployment strategy, starting with committing changes to Git for version control, followed by deploying these changes to the destination org, thus improving traceability and reducing errors.
Pipeline Deployment : Crafted a dynamic selection process for source and destination orgs based on project-specific settings at the package creation stage, automating and personalizing deployment flows.
Interactive Deployment Management : Utilized Lightning Web Components (LWC) to create dynamic user interfaces that allow users to configure and initiate deployment processes, monitor progress, and view logs directly within the Salesforce UI.
Advanced Configuration Options : Integrated Aura Components for complex configuration settings, enabling users to manage and update deployment settings such as Git repository details and Connected App credentials through an intuitive interface.
Secure Data Synchronization : Engineered Apex classes to handle secure and efficient synchronization of Salesforce data with Git repositories, ensuring that all changes are backed up and can be restored or rolled back if necessary.
Enhanced Validation and Error Handling : Implemented robust validation mechanisms to check the integrity and compatibility of metadata components before deployment, minimizing disruptions and deployment failures.
Quality Assurance : Maintained over 75% code coverage in all Apex classes and triggers to ensure high reliability and compliance with Salesforce best practices.
Business Benefits :
Increased Efficiency : Automated deployment processes significantly reduced manual intervention, saving time and reducing the risk of human error.
Enhanced Security : Secure handling of credentials and data synchronization ensured compliance with organizational security standards.
Improved Traceability : The Git-based deployment strategy enhanced version control, making it easier to track changes and roll back if necessary.
User-Friendly Interface : Intuitive user interfaces allowed users to manage deployments with ease, leading to better user adoption and satisfaction.
Achievements :
Delivered Ahead of Schedule : The project was completed ahead of the planned timeline, showcasing the efficiency of the development team.
Budget-Friendly : Achieved project goals within a lower-than-expected budget, demonstrating cost-effective project management.
High Reliability : Ensured robust performance with over 75% code coverage and adherence to best practices, leading to fewer deployment issues and higher system reliability.
DKBMC CRM
Project Name: DKBMC CRM
Description :
Dkbmc CRM is a comprehensive solution designed to streamline business sales processes and automate case management for enhanced customer service. Leveraging Salesforce Sales Cloud and Service Cloud, Dkbmc CRM optimizes sales workflows, ensures efficient case handling, and implements robust security measures.
Technologies Used :
Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Security Features, Apex (for custom development), Visualforce Pages and Lightning Components, Salesforce Lightning Experience
Case Study
Sales Process Automation :
Utilized Salesforce Sales Cloud to automate and optimize the business sales process.
Customized sales pipelines, workflows, and dashboards to streamline lead management, opportunity tracking, and deal closure.
Integrated email communication and task automation for improved sales efficiency.
Case Management :
Implemented Salesforce Service Cloud for efficient case management.
Customized case queues, assignment rules, and escalation processes to ensure timely resolution.
Leveraged knowledge articles for quick issue resolution and self-service options for customers.
Security Model Implementation :
Designed and implemented a robust security model using Salesforce’s security features.
Defined role-based access controls (RBAC), permission sets, and data visibility rules to safeguard sensitive information.
Ensured compliance with industry standards and data privacy regulations.
Achievements :
Successfully automated the sales process, reducing manual efforts and increasing sales team productivity by X%.
Improved customer satisfaction by X% through efficient case management and quicker issue resolution.
Implemented a scalable security model ensuring data integrity and compliance.
Challenges & Solutions :
Challenge : Integrating legacy systems with Salesforce.
Solution : Developed custom integrations and used Salesforce Connect to bridge data between systems.
Challenge : Ensuring user adoption and training for the new CRM system.
Solution : Conducted comprehensive user training sessions and provided ongoing support to encourage adoption.
Future Enhancements :
Implement AI-powered features for predictive sales analytics.
Enhance self-service capabilities with chatbots and community portals.
Integrate with third-party applications for additional functionalities like marketing automation and finance management.
Conclusion :
Dkbmc CRM has revolutionized our business operations by automating sales processes, improving customer service, and ensuring data security. Leveraging Salesforce’s powerful capabilities, we have created a scalable and efficient CRM solution tailored to our specific business needs.
Green Stock Community
Project Name : Green Stock Community
Description :
The Green Stock Community is an Experience Cloud portal designed to streamline inventory management processes for Green Stock, a global agriculture company. The community platform serves as a centralized hub for managing inventory data and optimizing resource allocation across various locations and departments. By providing real-time visibility into inventory levels, stock movements, and supply chain operations, the community empowers Syngenta to make informed decisions and efficiently meet the demands of agricultural production.
Technology :
Platform : Salesforce Experience Cloud
Technologies : Apex Class, Lightning Web Components (LWC), Aura Framework
Case Study
Objective :
To develop a centralized inventory management portal that enhances visibility, optimizes resource allocation, and supports informed decision-making for Syngenta.
Responsibilities :
Development and Implementation : Led the development and implementation of the Green Stock Community as the primary Salesforce developer and project lead.
Requirement Gathering : Collaborated closely with Green Stock Community stakeholders to gather requirements and define the scope of the community portal, ensuring alignment with business objectives and user needs.
Customization and Configuration : Customized and configured the Experience Cloud portal to meet specific inventory management requirements, providing an intuitive user interface for Green Stock employees.
Component Development : Developed custom Lightning Components and Aura Framework features to enhance functionality and user experience within the community platform.
Data Integration : Integrated external data sources and APIs to facilitate seamless data synchronization and automate inventory management processes.
Security and Compliance : Implemented community-specific security and sharing settings to ensure controlled access to sensitive inventory data while maintaining data security and compliance.
Testing and Quality Assurance : Conducted thorough testing and quality assurance activities to validate the functionality and performance of the community portal, addressing any issues or bugs identified during testing phases.
Training and Support : Provided comprehensive training and support to Green Stock employees and administrators to ensure effective use and adoption of the new system.
Benefits to the Business :
Enhanced Inventory Management : Streamlined inventory processes, reducing inefficiencies and improving resource allocation.
Real-Time Visibility : Provided real-time visibility into inventory levels, stock movements, and supply chain operations, enabling timely and informed decision-making.
User-Friendly Interface : Designed an intuitive and accessible user interface, increasing user satisfaction and productivity.
Data Accuracy : Ensured accurate and up-to-date inventory data through seamless data integration and synchronization.
Security and Compliance : Maintained high standards of data security and compliance, protecting sensitive inventory information.
Operational Efficiency : Improved overall operational efficiency, allowing Syngenta to better meet the demands of agricultural production.
Scalability : Designed the community portal to be scalable, supporting future growth and additional functionalities.
Additional Highlights :
Stakeholder Collaboration : Maintained close collaboration with stakeholders throughout the project to ensure the portal met business needs and objectives.
Comprehensive Testing : Conducted rigorous testing to ensure the portal’s reliability and robustness.
Ongoing Support : Provided ongoing support and maintenance to ensure the platform’s continuous performance and improvement.
Performance Optimization : Optimized the portal’s performance to enhance user experience and operational efficiency.
In conclusion, Oraqosoft successfully delivered the Green Stock Community, significantly enhancing Green Stock Community. This project demonstrates our ability to leverage Salesforce Experience Cloud to develop sophisticated, user-friendly, and secure solutions tailored to complex business requirements.
SalesFunnel Insights
Project Name : SalesFunnel Insights
Description :
SalesFunnel Insights is a Salesforce Lightning Web Component (LWC) project designed to enhance sales forecasting capabilities with a sophisticated funnel forecast dashboard. The project includes two main views: Funnel Summary Rep View and Funnel Summary Manager View, catering to different roles within the sales hierarchy.
Technology :
Platform : Salesforce
Technologies : Apex Class, Lightning Web Components (LWC)
Case Study
Objective :
To create a comprehensive sales forecasting tool with distinct views for sales representatives and managers, improving the organization’s forecasting accuracy and efficiency.
Responsibilities :
Architecture and Design : Led the architectural design and development of Salesforce LWC components, ensuring scalability and performance.
Component Development : Developed custom Lightning Web Components for complex data interactions and visualizations in sales forecasting.
Data Integration : Designed and executed strategies for seamless data integration between Salesforce and external systems, ensuring real-time accuracy.
Customization and Configuration : Customized Salesforce objects, fields, and workflows to support the dashboard’s unique requirements.
User Interface (UI) Design : Collaborated with UI/UX designers to create intuitive and user-friendly interfaces for different user roles.
Data Security and Compliance : Ensured data security and compliance with organizational policies and industry standards.
Testing and Quality Assurance : Conducted thorough testing, including unit and integration tests, to ensure reliability and robustness.
Performance Optimization : Identified and addressed performance bottlenecks to enhance responsiveness and efficiency.
Documentation : Created comprehensive technical documentation for maintenance and future enhancements.
Training and Support : Provided training and support to end-users and junior developers for smooth adoption of new features.
Collaboration : Worked closely with project managers, business analysts, and other stakeholders to gather requirements, provide progress updates, and align development efforts with business goals.
Benefits to the Business :
Enhanced Forecasting : Improved accuracy and efficiency in sales forecasting through tailored views and real-time data integration.
User-Friendly Interfaces : Developed intuitive and accessible interfaces, increasing user satisfaction and productivity.
Scalability : Designed with scalability in mind to accommodate future growth and additional features.
Data Accuracy : Ensured real-time data accuracy and consistency, enabling better decision-making.
Strategic Insights : Provided managers with a high-level overview and detailed insights into the sales funnel, facilitating strategic planning and decision-making.
Resource Allocation : Enabled better resource allocation by identifying bottlenecks and opportunities within the sales process.
Customer Satisfaction : Improved customer satisfaction by ensuring timely and accurate sales forecasting and responses.
Competitive Advantage : Leveraged advanced Salesforce features to gain a competitive edge in sales forecasting and management.
Additional Highlights :
Compliance : Maintained high standards of data security and compliance throughout the development process.
Comprehensive Support : Offered thorough training and support to ensure smooth implementation and utilization of the new system.
Performance : Optimized system performance to enhance the overall user experience and operational efficiency.
Proactive Management : Allowed proactive management of sales pipelines with real-time updates and notifications.
In conclusion, Oraqosoft successfully delivered the SalesFunnel Insights project, enhancing sales forecasting capabilities with sophisticated tools and ensuring scalability, performance, and user satisfaction. This project demonstrates our expertise in developing advanced Salesforce solutions tailored to meet complex business needs.
BoothEase Manager
Project Name : BoothEase Manager
Description :
This application automates the booth management process, streamlining operations and enhancing efficiency.
Technology :
Platform : Salesforce
Technologies : Salesforce, JIRA, Continuous Integration (CI) Processes
Case Study
Objective:
To automate and optimize the booth management process for better efficiency and accuracy.
Responsibilities :
Requirement Gathering : Engaged in requirement gathering during planning and implementation.
Release Management : Participated in the release management process, deploying code and configuration changes across environments.
Continuous Integration : Designed and developed CI processes based on business requirements.
Collaboration : Worked closely with developers and the testing team to resolve bugs and enhance the deployment process.
Reporting and Analysis : Created regular Salesforce Org reports and conducted detailed analysis of business and technical requirements.
Benefits to the Business:
Automated Processes : Streamlined booth management through automation.
Efficient Deployment : Enhanced deployment processes with CI practices.
Improved Collaboration : Fostered better collaboration among team members for quicker resolution of issues.
Additional Highlights:
Daily Scrum Meetings : Attended daily scrum meetings, updated JIRA tickets, and provided solutions and demos.
Technical Support : Regular interaction with Salesforce premium tech support for optimal performance.
Thorough Testing : Used the sandbox for testing and ensured robust quality assurance.
In conclusion, Oraqosoft successfully delivered these projects, showcasing our ability to leverage Salesforce technologies to meet diverse business needs. Each project highlighted our expertise in customization, integration, automation, and effective project management, ensuring scalable and high-quality solutions for our clients.
CommuneSphere
Project Name : CommuneSphere
Description :
CommuneSphere is a socio-economic platform developed using Salesforce Chatter API and the Lightning Framework, aimed at fostering community engagement and interaction.
Technology :
Platform : Salesforce
Technologies : Salesforce Chatter API, Lightning Framework
Case Study
Objective:
To create a platform that enables social and economic interactions using advanced Salesforce features.
Responsibilities :
Requirement Gathering : Participated in requirement analysis and planning phases.
Chatter API Integration : Integrated Salesforce Chatter API to facilitate social interactions.
Community Development : Developed Partner and Customer Communities for better engagement.
Lightning Development : Designed and developed Lightning Components based on business requirements.
Testing and Deployment : Used the sandbox for testing and migrated code after testing. Conducted detailed analysis and customized various Salesforce objects.
Benefits to the Business :
Enhanced Engagement : Fostered community engagement through interactive features.
Streamlined Communication : Improved communication between partners and customers.
Efficient Development : Utilized Lightning Framework for efficient and scalable development.
Additional Highlights :
Technical Support : Regular interaction with Salesforce premium tech support for optimal performance.
Comprehensive Testing : Ensured robust testing and quality assurance through detailed test scenarios.
Foodie
Project Name : Foodie
Description :
Foodie is designed to provide a network of high-quality, buzzworthy eateries, dhabas, and bars across Pakistan, allowing users to compare and select from a variety of global cuisines.
Technology :
Platform: Salesforce
Technologies: Salesforce Marketing Cloud, Salesforce Sales Cloud, PHP, Bootstrap, JS, HTML, CSS
Case Study
Objective :
The main objective was to design and implement a platform that connects users with diverse eateries across Pakistan, offering comprehensive information and comparisons.
Responsibilities :
Salesforce Administration and Development : Designed, developed, and deployed Custom Objects, Page Layouts, Custom Tabs, Components, and Visualforce Pages.
Apex Development : Developed and deployed Apex Classes, Extension Classes, Test Classes, and Apex Triggers.
Workflow Automation : Created workflow rules to automate tasks, email alerts, and field updates.
Sales Cloud Implementation : Worked on Sales Cloud functionalities like Account Planning, Sales Forecasting, Opportunity Management, and Lead Management.
System Integration : Integrated external systems to sync data with Salesforce and linked Salesforce with payment gateways to store transaction data.
Security and Permissions : Collaborated with the admin team to set up users, roles, public groups, and implemented role hierarchies, sharing rules, and record-level permissions.
Benefits to the Business :
Enhanced Connectivity : Facilitated connections between users and a variety of eateries, enhancing the dining experience.
Streamlined Operations : Automated workflows and integrated systems for seamless operations and data management.
Improved Sales Management : Leveraged Sales Cloud functionalities for better account and lead management.
Additional Highlights :
User-Friendly Interface : Designed an intuitive and attractive interface using PHP, Bootstrap, JavaScript, HTML, and CSS.
Data Security : Ensured data security and compliance with best practices.
Ongoing Support : Provided ongoing support and maintenance to ensure the platform’s reliability and performance.
Sales Management Tool
Project Name : Sales Management Tool
Description :
The Sales Management Tool App project involved developing a robust solution for calculating product installation costs. This Lightning application enables users to select products for servicing or installation, choose the relevant account and property, and generate a quote in PDF format.
Technology :
Platform: Salesforce
Technologies: Visualforce Pages, Lightning Components, Apex Classes, JavaScript
Tools: Salesforce Developer Console, Eclipse, ANT tool
Case Study
Objective :
The project aimed to create an intuitive application for accurately calculating and generating product installation cost quotes.
Responsibilities :
Development : Developed Apex Controllers and Lightning Components for a dynamic user interface. Led the creation of Apex Triggers to automate workflows and enforce business rules.
Debugging and Issue Resolution : Debugged issues and developed Visualforce pages for smooth application operation. Created test scripts and participated in defect tracking and fixing.
Deployment and Customization : Deployed updates using ANT tool and Eclipse. Set up Custom Objects and Tabs for effective data management.
Team Collaboration : Conducted team meetings, requirement analysis, and design phases to ensure project alignment and progress.
Salesforce Features Implemented :
Visualforce Pages: Enhanced user interface with custom pages.
Lightning Components: Created responsive and dynamic components.
Apex Classes and Triggers: Implemented business logic and automation for efficiency.
Benefits to the Business :
Improved Efficiency : Automated workflows and predefined business rules reduced manual effort and errors.
Enhanced User Experience : Intuitive interface allowed users to quickly generate accurate quotes.
Accurate Quotes : Selection of products, labor costs, and PDF generation ensured professional and accurate customer communications.
Streamlined Processes : Organized data effectively, enabling easy access and management.
Effective Collaboration : Clear communication and regular updates ensured smooth project execution and delivery.
Additional Highlights :
Cost Savings : Reduced operational costs through automation and streamlined processes.
Scalability : Designed the app to handle increasing data and user load without compromising performance.
Customization : Tailored solutions to meet specific client requirements, enhancing the overall functionality.
Post-Deployment Support : Provided post-deployment support to address any issues and ensure continuous improvement.
In conclusion, Oraqosoft successfully delivered these projects, enhancing user experience and business efficiency through advanced Salesforce technologies and effective project management. These projects highlight our expertise in leveraging Salesforce to meet complex business needs and deliver scalable, high-quality solutions.
InterLearn Network
Project name : InterLearn Network
Description :
InterLearn Network is an international consortium of schools that offers a diverse range of online courses for high school students. InterLearn Network leverage a variety of Salesforce features to enhance their operations, streamline processes, and improve engagement with students, educators, and other stakeholders.
Technology :
Salesforce Experience Cloud, Lightning Web Components, Flows and Process Builder, Apex, Visualforce Pages, Salesforce Lightning Experience, Reports and Dashboards, Formstack Documents
Case Study
InterLearn Network leverage a variety of Salesforce features to enhance their operations, streamline processes, and improve engagement with students, educators, and other stakeholders.
Experience Cloud :
InterLearn Network uses several expirience cloud sites for its different members like students, faculty, parents, Leraning Design Coaches.
Flows and Apex triggers :
Uses Salesforce flows to automate enrollment emails and formstack contracts to students and parents. Apex triggers used for assigning suitable sections on the basis of courses if the slots are availbale else put in waitlisted status.
Single Sign On :
Auth0 SSO with Salesforce Experience Cloud enhances user experience and streamline access for students, faculty, parents, and other stakeholders at Global Online Academy (GOA).
Integrations with different Platforms :
InterLearn Network uses several integrations, like its website developed on PHP framework and with the Canvas (Learning Management System) and uses Formstack to send parental Consent slips for minor students and Contracts to teachers and payment invoices.
Conclusion :
InterLearn Network successfully leveraged technology to create a dynamic and flexible online learning environment. By implementing a robust LMS, video conferencing tools, interactive content creation platforms, and advanced analytics, InterLearn Network enhanced the educational experience for students around the world. This case study demonstrates how technology can be effectively utilized to provide high-quality, accessible, and personalized education on a global scale.
SKUID to Lightning Conversion
Project Name : SKUID to Lightning Conversion
Description:
Oraqosoft undertook the SKUID to Lightning Conversion project to transition an existing application from the SKUID platform to the Salesforce Lightning platform. This project not only involved migrating the application but also enhancing its functionality using Apex and Lightning Web Components (LWC) to provide an improved user experience and ensure alignment with modern Salesforce standards.
Technology :
Platform: Salesforce
Technologies: Apex, JavaScript
Framework: Lightning Web Components (LWC)
Salesforce Features: Sales Cloud, Lightning Web Components (LWC)
Case Study
Objective :
The main objective was to convert and enhance an existing SKUID-based application into a more advanced and user-friendly Lightning application.
Challenges and Solutions :
Requirement Gathering : Our team participated in detailed discussions with stakeholders and end-users to gather comprehensive requirements.
User Experience Improvement : We designed and developed various screens with custom functionalities, enhancing the user interface for a better experience.
Component Development : Developed modular and reusable Lightning Web Components based on the specific business requirements.
Business Enhancements : Implemented several business-end enhancements to streamline processes and improve workflow efficiency.
Salesforce Features Implemented :
Sales Cloud : Enhanced lead management, opportunity tracking, and reporting capabilities.
Lightning Web Components : Developed responsive and dynamic components for a modern user interface.
Benefits to the Business :
Enhanced User Interface : Improved user satisfaction and productivity through a modern, intuitive interface.
Customizability : Greater flexibility in addressing unique business needs and scalability for future requirements.
Efficiency Gains : Reduced task completion time and automated several manual processes.
Future-Proofing : Ensured long-term support and compatibility with Salesforce’s latest technologies.
Additional Highlights :
Security and Compliance : Enhanced data security measures and ensured compliance with industry standards.
Integration : Seamlessly integrated with existing systems to maintain data consistency and improve workflow.
Training and Support : Provided comprehensive training and ongoing support to ensure smooth adoption and utilization of the new system.