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.