Salesforce crm projects
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The document describes several Salesforce projects including: 1. The Sales Congo project which is a flex-based system to store sales organization information and analyze it to make decisions. It uses Apex and Visualforce. 2. The Invoice System project which generates quotes, orders, and invoices in PDF for the UK and USA with fixed and recurring invoices. 3. The Cloud Budget project which is a budgeting system using Apex and Visualforce that reduces expenses. It has several modules like income, expenses, accounts payable/receivable, and fixed assets. 4. The Davinci Template project which creates email templates in Visualforce to attach proposals to emails based on sales reps.
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Salesforce crm projects
- 1. Project Name: Sales Congo Business Req : Salecongo is a flex based system application where all the information about the organization of salescongo is stored and the information is analyzed for making decisions in follow-ups, Compensation plans and much other functionality in their business process. Tools and Technologies used: Apex classes and Visual force pages, Flex Module Name: LOGIN PAGE Description: In this, when admin checks the direct login option then user can move to the Home page directly otherwise if the admin did select the option called direct login then the user will get this Login page. Login page is as follows. Module Name: Home Page
- 2. Description: In Home page, we will have two menu items like Application and Set up. In Application, we will have five buttons like Hire, Train, Incent, Comply, and Inform. The default button will be Hire button and on the right side user can see a pie chart scroll with the hiring details. Whereas, in setup we will have four buttons like Organization, Job title, Comply, Sales resource.
- 3. Module Name: Comply Page Description: Comply contains two tabs Dashboard, Distribute Compensation Plans. Dashboard contains three parts. In first part, there will be a hierarchy of roles of organization; second part contains pie chart representing status of the compensation plans. The other part display the sales resource, compensation plans, status of particular role when click on a particular role. When we click on the sales resource, a popup window appears displaying the comments, workflow of current compensation plan given by the sales resource.
- 5. Module Name: Inform Page Description: Inform page is used to tracking (communication) list of all organized events with complete details. The other tab named Event Notification allows the user to send new event notifications for selected members of an organization.
- 7. Module Name: Organization Page Description: Organization consists of two tabs. Both tabs consist of hierarchal fashion (tree structure) of organization levels. In one tab the organization level is based on job titles, the other tab consists of information based on Regions. On selecting any particular item in the tree the detail list that may consists of name, email, and phone number etc., of the selected item will be displayed on the right side component (data grid).
- 8. Module Name: Job Title Page Description: The job title page consists of list of job titles with number of employee to each job title of an organization. Selecting a particular job title provides details (Description, Training and Compensation) regarding that particular job. This page also provides users with flexibility of creating new job titles, editing, copying and deleting an existing job titles.
- 10. Module Name: Comp Plans Description: Comp plans page consists of all existing compensation plans. The users are facilitated with options of creating a new compensation plans, editing and deleting the existing compensation plans.
- 14. Module Name: Sales Resources Description: The Sales resource page consists of list of all sales resources of an organization with their details displayed on the right side component. It also provides additional benefits for the users to load group of sales resources at a time using Bulk Load option. The users can also export all details of the sales resources into a single file using Export option.
- 16. Developer Details: 10 Salesforce CRM Developers (1 certified), 3 Flex Developers Implementation model: Business Requirement gathering Requirement Document preparation Proposal Document Proposal sign off Demos for regular updates
- 17. Project Name: Invoice System Business Requirement: Generate PDF from Quote to Invoice with multicurrency organization. Where we have to generate Quote pdf and order pdf and invoice pdf for separate for UK and USA. Here invoice we have fixed invoice and recurring invoice. In recurring invoice based on recurring times the mail will be sent based on payment methods. Technical Details: Apex Classes, visual force e, Apex triggers, Workflow rules, Activities
- 18. Fig: Quote Detailed page Fig: Quote Pdf
- 19. Fig: Convert to Order
- 20. Fig: Order Detail page Fig: Order Pdf
- 21. Fig: Invoice Detail page
- 22. Business Benefits: In this we can generate Quote pdf and order pdf and invoice pdf for separate for UK and USA. Here invoice we have fixed invoice and recurring invoice. Developer Details: 2 Salesforce CRM developers Implementation methods: Business Requirement gathering Requirement Document preparation Proposal Document Proposal sign off Demos for regular updates
- 23. Project Name: Cloud Budget Business Requirement: Cloud Budget is to alter the way small and medium size organizations manage the budgeting process. We use the service model to provide the clients with a secure, automated, on-demand budgeting system that greatly reduces expenses by: 1. Eliminating the hidden costs behind Excel approaches 2. Eliminating the need to engage consultants for implementation Service Innovation with the Cloud Consultant data engine our customers achieve a fully customized budgeting system while avoiding the need to engage internal IT resources, purchase new hardware and software, and engage outside consultants. The result is a low risk, high reward budgeting solution Tools and Technologies used: Apex classes and Visual force pages. Modules: Income: This module deals with the income of the organization like income from sales, other income and deferred sales. Entries: This module contains all the entries like income, manual entries, expenses, and cash in, cash out, long term, intercompany and other. Accounts Payable: This module contains expenses and inventories. Accounts Receivable: This module contains income information. Fixed Assets: Information about the assets of the organization. Borrowings: Information about the liabilities of the organization. Expenses: Information about the expenses to run the business. Materials Movement: Information about the materials of the organization that have purchased. Wage: Information about the salaries of the employees.
- 26. Business benefits: Cloud Budget is a targeted budgeting solution that goes much deeper into the budgeting process than other SaaS performance management packages that typically contain budgeting as one aspect of their diversified service. Cloud Budgets compatibility with Salesforce products and its flexible architecture make it particularly attractive to the rapidly growing Salesforce user base.
- 27. Our goal is to gain a wide-spread reputation among finance professionals as a simple to use yet advanced, highly-cost effective, reliable, and secure way for small and medium size organizations to take control of the budgeting process. Team Size: 4 Developers Implementation methods: Business Requirement sign off Regular Requirement Gathering Implementation and testing Bug fixing
- 28. Project Name: Davinci Template Project Team Size: 2 developers Description: For Davinci Virtual Office Solutions Description: Involved in creating visual force pages, visual force E-mail Templates and display the images dynamically based on sales representatives. When User selects one template it automatically attached a proposal document with required information. Used Technologies: Force .com Picture: See the Select Template Detail page button This Image for Select any Template and when click the Send Email Template button the corresponding template send to mail, and also the document to the mail. This Document contains the Opportunity with Products data and Primary contact role Information.
- 31. Project Name: Scoring Engine Team Size : 1 developer Description: Involved for calculating the points and commissions earned by the representatives of an organization as per the data provided by them. The main idea behind the Score Engine is to assign a value (score) to the fields of a selected object. Each and every new field generated by the administrator can be associated by a new score value dynamically. When a user enters a record, for the field values provided by the user will be awarded some score points and commissions earned. Used Technologies: Apex Code, Visual force pages.
- 32. Project Name: Contact Wizard Description: This is customization of Salesforce. After creation of contact immediately we can associate the contact with user and divisions and after creation division also we can immediately associate with multiple contacts. Team size : 1 developer Used Technologies: Apex Classes, Visual force Fig: After creation of contact we need to click on Button (Add Division & user)
- 33. Fig: This is wizard for contact to associate with user and divisions. If Already divisions associated this contact then those are not visible in this list (here I selected 3 divisions and user). Pagination is available (more than 10 divisions) it shows (next, previous buttons).
- 34. Fig: After that we can get associated divisions and user Project Name: Order Processing Controller Description: This order processing controller used place Quick order from account. There we place button called Quick order. By this we can place order Quickly with the account information. After clicking on this button it will list out the all products And give Text field to enter the Quantity Then it will Create a order with Order Line items. Used Technologies: Apex classes, Visualforce pages, Triggers, Workflow Rules, Activities. Team size : 1 developer
- 35. Project Name: Conga composer app & Drawloop App. Description: Using External templates like email templates, html templates, other documents (PDF, word documents), we merged Salesforce data into those documents and we sent them as a email to the clients. And we can use them for agreement process. Used Technologies: Draw loop app, Conga composer App, Echo sign. Team size : 3 salesforce CRM developers
- 37. Project Name: Teleconsult Project Functionality: Uploading CSV DATA Team size: 2 developers Description: Capture the Baseline plan against each Project/ contract. Monthly update (CSV upload) of Real Time & Forecast values for each project/ Contract by Contract Managers. Monthly P&L details added to the system by contract managers (details from Debt details added to the client/ project profile by contract manager and reviewed. Reports & Dashboards Standard opportunity reports (opportunities by stages, by forecast values, closing Dates etc.) Dashboards to be automatically updated based on financial information. Charts with values showing total amt invoiced & total paid for each Project Projects with Outstanding debts Any other valuable reports from finance data Functionality: Sales and Sales Details Creation. Description: Creating sales and sales details and uploading csv.