Salesforce Development Projects
I have successfully undertaken several projects incorporating funder flow, quotations, and a global rebate system that precisely computes monthly rebates relying on sales data gathered by clinics. These multifarious projects encompassed an extensive array of advanced technologies, such as Salesforce Apex, Visualforce pages, Aura Lightning components, Google integration, Batch classes, Test classes, Conga Composer configuration, Salesforce Community, and Force.com site.
Quotation Wizard
Quotation Wizard, as its name implies, is an advanced software solution designed to generate comprehensive price quotes for various tasks by assimilating pertinent data on products, pricing structures, labor fees, and other essential elements. Moreover, it effortlessly enables the creation of multiple quotes, empowering users to select the optimal option. Originally developed to cater specifically to the needs of a construction firm, this remarkable project possesses the remarkable capability to accurately compute labor charges by synchronizing clock-in and clock-out times with precise location data.
Bidirectional Integration Salesforce with Microsoft Dynamics 365
The scope of the project involves bidirectional data sharing, encompassing essential entities such as leads, accounts, opportunities, tasks, events, orders, and contracts between Salesforce and Microsoft Dynamics 365. As the integration architect, I have actively participated in designing the integration, incorporating key architectural elements to guarantee its success:
- Implementation of robust error handling mechanisms and efficient notification systems ensures prompt identification and resolution of any data synchronization issues.
- The integration utilizes transactional-based callouts to ensure reliable and consistent data transfers between systems, minimizing data inconsistencies.
- The integration architecture includes utility methods, enabling future customizations and adaptability to accommodate system changes or updates.
- A streamlined approach to support bulk data synchronization has been optimized within the integration, enabling seamless exchange of large data volumes between Salesforce and Microsoft Dynamics 365.
Funder Flow
Funder Flow is an advanced loan management system that efficiently assigns loans to selected funders, while simultaneously filtering out contracts with unfavorable standing statuses. The system seamlessly aggregates and extracts all the pertinent details from the uploaded contracts, subsequently assigning them to the intended funder. A comprehensive summary of all contracts is then presented on the confirmation page for easy review.
Mass Update Without Record ID
I have successfully developed an application that is currently accessible via the app exchange. This software is primarily utilized for instant data updates within Salesforce, streamlining the process by eliminating the need for manual extraction and upload procedures with respect to records lacking identification codes.