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.