gtFace: Salesforce (presentation)
- 1. Click to add text SALESFORCE portfolio vContact: | www.gtFace.com | info@gtFace.com | (+353) 851 261 081
- 2. Our Salesforce Resources 50+ Developers/ Consultants SFDC 6+ years Experience in Salesforce Experience: 1) up to 1 year of experience – 18 consultants 2) 1-3 years experience – 15 consultants 3) above 3 years experience – 19 consultants Certificates: 1) Salesforce.com Certified Force.com Advanced Developer (DEV 501) – 4 consultants 2) Salesforce.com Certified Force.com Developer (DEV 401) – 8 consultants 3) Salesforce Certified Administrator – 1 consultant
- 3. 1. Project: Sales Cloud (1/1) Project overview - used technologies/modules: Apex, Visualforce, Diggers, Webservices, Apex Batches jQuery, Angular JS S2S integration (SalesForce To Salesforce) Integration with CTI and SAP Reporting module Continuous integration (Bamboo) Salesforce 1 Family of CRM systems used for planning and management of sales representatives visits. System consists of 2 main elements. First one is web application using Sales Cloud, second one which integrates with this one is mobile application created for iPad.
- 4. 2. Project: APAC – Event Management System (1/2) Project overview: SOAP integration between T&E system written in .NET SOAP integration using signed certificate and TIBCO to SAP application Written .NET proxy server to integrate SalesForce with other desktop applications which works inside VPN Implemented data loading from xls/xlsx Extended print preview outside of SalesForce Fully customised application Written modularly, customised per country (all functionalities could be turn on using custom settings without affecting the code) Encrypted all sensitive data System for Events and Expenses Register
- 5. 2. Project: APAC – Event Management System (2/2) Numbers: Used in 15 countries from APAC region 6000 active users System for Events and Expenses Register
- 6. 3. Project: APAC – CRM (1/2) Project overview: System available from WEB and iOS platform REST integration with iOS application Implemented merge console for accounts with dependent objects Implemented mechanisms for auto assign territories for Users and Accounts Generating CSV, XLS reports functionality Implemented mechanism to create and take surveys Customised per country (all functionalities could be turn on using custom settings without affecting the code) APAC - CRM system for countries from APAC region Application Configuration module for Data Administrators Integrated with Google Calendar Implemented custom history tracking, related lists, page redirection
- 7. 3. Project: APAC – CRM (2/2) Numbers: Used in 16 countries from APAC region Over 6000 active users Over 22 million activities stored APAC - CRM system for countries from APAC region
- 8. 4. Project: LATAM – CRM (1/2) LATAM - CRM system for countries from LATAM region Project overview: Customised for earch country Available from web and iPad Profiling and targeting for sales Implementation of Call center functionality Implementation of Case management module Tenders and opportunity management SSO (Single Sign-On) integration APAC - CRM system for countries from APAC region Integrated with several systems through SOAP and REST Web Services Huge amount of triggers, workflows, approval processes, Visualforce pages and components Integration with Google Maps
- 9. 4. Project: LATAM – CRM (2/2) LATAM - CRM system for countries from LATAM region Numbers: Used in 31 countries Translated into 3 languages Around 2000 active users 4 millions of activities created APAC - CRM system for countries from APAC region
- 10. 5. Project: Offline supporting application for Sales (1/1) Project overview: Full offline support REST API based application SSO (Single Sign-On) integration Sales Reps Targeting support Account/Contact profiling mechanism Implementation of Call Center module Implementation of R&D module Mobile CRM Over 2000 users in 31 countries Over 1000 Sales activities registered per month
- 11. 6. Project: Expense and Interaction review system (1/2) Project overview: Global application with support for 161 countries with custom configuration for 3 different divisions each Over 6000 of active users REST integration with service hosted on Heroku platform (to enable processing of Microsoft Office documents) REST integration with Master Data Management service for Heath Care Professionals (SFDC public key signing mechanism is used) The purpose of the system is to ensure that the company remain compliant with current and future legislation and regulatory requirements and that the companies uphold high standards of integrity when interacting with HCPs (Heath Care Professionals).
- 12. 6. Project: Expense and Interaction review system (2/2) Project overview: SOAP integration with Currency Exchange Service (providing exchange rates translation) Tibco integration with service providing XML reports for third parties Fully customizable workflow subsystem Custom deputy system for users Implemented custom functionality for history tracking The purpose of the system is to ensure that the company remain compliant with current and future legislation and regulatory requirements and that the companies uphold high standards of integrity when interacting with HCPs (Heath Care Professionals).
- 13. 7. Project: EEMEA - CRM (1/2) Project overview: Based on Salesforce, highly customised with good looking UI Visualforce, APEX Classes/Triggers/Batches, SOQL, Sites, JavaScript/angular.js, jQuery, Web Services Over 1700 active users System available from WEB and iOS platform REST integration with iOS application Implemented merge console for accounts with dependent objects Implemented mechanisms for auto assign territories for Users and Accounts Generating CSV, XLS reports functionality Implemented mechanism to create and take surveys EEMEA - CRM systems for countries from EEMEA region
- 14. 7. Project: EEMEA - CRM (2/2) Project overview: Customised for each country (all functionalities could be turn on using custom settings without affecting the code) Application Configuration module for Data Administrators Integrated with Google Calendar Implemented custom history tracking, related lists, page redirection EEMEA - CRM systems for countries from EEMEA region
- 15. 8. Project: US - Funding management system (1/2) Project overview: US region Fully customised application Public custom reports available via web (SalesForce account not needed) SOAP integration with SAP SOAP integration with ESB Implemented solution of print preview using Drawloop Five systems integrated into one SalesForce solution, responsible for gathering funding requests.
- 16. 8. Project: US - Funding management system (2/2) Numbers: Over 10 000 requests per year $100 million funded requests annually Over 11 500 External users and 4 000 Internal users Five systems integrated into one SalesForce solution, responsible for gathering funding requests.
- 17. 8. Project: US - Reporting and Reviewing system (1/1) Project overview: US region Based on Salesforce, Visualforce, APEX Classes/Triggers/Batches, SOQL, Sites, JavaScript/jQuery, Web Services Custom Registration and Login modules (using Sites and Portal licenses) Integrated with external system - AssistRx (Dynamic Data Warehousing) using Web Services to confirm Physician identity in registration process Using Customer Portal User Licenses to reduce cost of licenses Implemented using Responsive Web Design (design is dynamically adjusting to device resolution, so device type does not affect user interface) Implemented data export to PDF/CSV file Reporting system, which enables physicians to register and review their payments and transfers of value that will be reported for them.
- 18. 10. Project: US - Payment management system (1/1) Project overview: US region Based on Salesforce, Visualforce, APEX Classes/Triggers/Batches, SOQL, JavaScript/jQuery Integrated with another SFDC application to exchange data about cases and payments by database and apex batch Uses APEX batch to retrieve and process huge amount of data The system is watching for deadlines of disputes/cases and sends an escalation emails to users in case of broken deadline date System which enables users to manage cases, payment expenses and physician disputes.
- 19. 11. Project: WE - CRM (1/2) Project overview: Based on Salesforce, highly customised with good looking UI Visualforce, APEX Classes/Triggers/Batches, SOQL, Sites, JavaScript/angular.js,jQuery, Web Services Implemented merge console for accounts with dependent objects Implemented mechanisms for auto assign territories for Users and Accounts Generating CSV, XLS reports functionality Implemented mechanism to create and take surveys Customised for each country (all functionalities could be turn on using custom settings without affecting the code) Application Configuration module for Data Admins WE - CRM systems for countries from WE region
- 20. 11. Project: WE - CRM (2/2) Project overview: Integrated with Google Calendar Implemented custom history tracking, related lists, page redirection Over 1700 active users System available from WEB and iOS platform REST integration with iOS application WE - CRM systems for countries from WE region
- 21. 12. Project: US - Event management system (1/2) Project overview: US region Based on Salesforce, Visualforce, APEX Classes/Triggers, SOQL, JavaScript/jQuery, Web Services Application can be used by Internal SFDC users (company employees) and External Partner portal users (vendors). For external users system is using Partner Portal licenses to reduce the cost of licenses Integrated with SSO (Single Sign-On)/SIMS (Secure Identity Management Services) by additional configuration to handle portal user authentication and by Web Services to handle portal user creation from the system System that supports managing events and event participants data.
- 22. 12. Project: US - Event management system (2/2) Project overview: Integrated with second Salesforce instance by Web Services to exchange data Implemented importing/loading CSV files into the system gSSP uses APEX batch and JavaScript to retrieve and process huge amount of data from CSV files Application contains huge amount of workflows and triggers to keep business rules System that supports managing events and event participants data.
- 23. 13. Project: US - Expenses management system (1/1) Project overview: US region Based on Salesforce, Visualforce, APEX Classes, SOQL, Sites, JavaScript/jQuery/Bootstrap/AngularJS, Web Services First SFDC application which integrates SFDC functionality with external Concur system (Financial system integration) Application is implemented using Responsive Web Design (design is dynamically adjusting to device resolution, so device type doesn't matter) SSO (Single Sign-On) integration Functionality to activate/deactivate users to reduce license costs Over 1500 users System which enables user to create expense interaction and submit expense report
- 24. 14. Project: CRM for the e-commerce system (1/1) Project overview: US region Based on Salesforce, Visualforce, Visual workflows, Web Services Payment management Order shipment module Implemented warehouse functionalities Integration with the online payment systems Integration with the tax calculation system Implementation of Call center module CRM for the e-commerce system
- 25. Our SalesForce skills Very good knowledge of the sales module 1 Experience in integration with external systems 2 Experience in data supply 3 Experience in integration with mobile devices 4 Experience in systems administration 5 Experience in creating SFDC solutions 6 Experience in testing systems 7
- 26. Thank you for your attention vContact: | www.gtFace.com | info@gtFace.com | (+353) 851 261 081