Project Description

The developed inventory system allows tracking product levels at multiple locations and all service vehicles in real time. It uses the standard ‘Products’ object for inventory items and standard ‘Opportunity’ object to update inventory levels.

How It Works

Once an opportunity reaches a certain stage, the assigned products become reserved at the warehouse location. In most cases, it means that the product is either at the delivery vehicle or cannot be used for other customers. When probability reaches 100%, products will subtract from a warehouse location. The reserved quantity becomes zero for this opportunity.

Inventory adjustments are on a separate lightning page. It allows you to pick the warehouse location and adjust multiple products all at once with just a few clicks. It is possible either to add more or overwrite an existing quantity of a product in a warehouse. Each transaction will have its own message. It helps everyone to understand why this adjustment has been made.

Thresholds help warehouse managers to order more products when necessary. Besides thresholds, we’ve set all sorts of reports and dashboards to provide better vision over inventory levels.

Results & Big Wins

Salesforce Inventory app provided visibility over multiple warehouses. Since inventory is a part of the logistics system, managers were able to identify labor gaps in loading/unloading service vehicles. This solution improved overall efficiency and accountability among personnel. Our developed app is a clone of inventory app that is currently on SalesForce AppExchange, but the difference is that the client no longer has to pay for licenses & can provide access to entire org without paying more for each seed.

Project Description

SalesForce customer portal allows customers to check their service details, review documents and update their information directly into CRM. All updates are real-time no matter where you do the change. Each user has its own login and password. There are times when the same contact is present in multiple accounts in SalesForce. Such users have access to multiple accounts within one customer portal profile. Admin has full control over access to the portal. There are all sorts of reports that are available to track customer interaction. For instance, a number of logins, registration date, last login time, login count, etc.

How it works

SalesForce Customer’s portal is a standalone application that works bi-directionally with CRM. By leveraging apex triggers we are able to push information into portal’s database. In other words, updated information immediately displayed within the account.

We used a bootstrap template to produce user interface. Therefore, we can ensure that the page is user-friendly no matter what device is used. On the other end, any update from portal goes straight into SalesForce via a custom made connector.

A user also has different contact tools within the portal which will appear as cases in Salesforce. To ensure data quality, we’ve set some validation rules on both ends.

Results & Big Wins

A client was able to save time on a phone that was used to spend on sending reports and other PDFs. Customers are now having quick access to their documents and account information. They are also able to interact with customer service within the portal. All conversations are now in one place. This allows to run reports and have a better vision over the customer service department. The sales team can add this feature to the company’s portfolio when getting new customers. The solution itself is way cheaper than SalesForce Communities.

Project Description

The main goal for a client was to cut down manual data entry from Salesforce to QuickBooks. For that reason, we developed an automated solution that allows to automatically sync salesforce opportunities with QuickBooks. The basic flow is set to where once Salesforce Opportunity reaches a certain stage – we send data into QuickBooks.

For both systems to communicate we had to set the middleman database to store items that are getting synced. Such database is having its own user-friendly interface that allows a user to see the status of the connector.

There are 3 main data categories to be synced. Products, Accounts, and Opportunities with line items. Each of these categories has its own section within the report page.  Basically, the Quickbooks database mirrors SalesForce. Upon initial sync, the system checks if there any changes made in SF to any of data points. If something does not match it will insert/update missing info.

Once data transfer completed, a user is able to see what is synced, what not as well as sync errors if any. There are additional buttons were set to re-upload newer version of the invoice in case of revision.

Before setting up the connector, we’ve set certain validation rules to prevent sending invalid data and to meet QuickBooks field standards.

In Quickbooks production file client had to add a small (.qbc) file: File -> Update Web Services -> Add new.

Since now Salesforce has exact same data as in QuickBooks – your revenue data will be 100% accurate. Now its time to build all sorts of reports and dashboards for the leadership team. Saved time on copy paste can be repurposed to something else.