QAP SFDC Development
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The document discusses various Salesforce projects completed by QAP INT, including setting up new Salesforce instances, customizing standard functionality, developing mobile apps, and integrating Salesforce with other systems. Specific applications created include a back order app, requests for discounts app, target frequency planning module, coaching module, and trade module. Visualforce pages, Apex, and web services were used to extend Salesforce capabilities and integrate it with other platforms like an ASP.NET portal.
QAP SFDC Development
- 1. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT “SFDC Practices ”
- 2. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT What We Actually Did SFDC Enrollment and set up new instances from scratch; roles; profiles; uploading historical data; other administrative work; Data transfer, setting up and configuration of Salesforce.com instances; Automation of the business processes with the help of creating the templates of notifications, work procedures, approval procedures; Creation of the effective user reports, informational dashboards for advanced enterprise data analysis; Custom modules engineering, standard SFDC functionality extension; Continuous support of the implemented system; Salesforce.com CRM integration with the other systems; Creation of Web-Portals, which are integrated with SFDC CRM; Development of Native and Hybrid Mobile clients (Android, iOS, WP7,8,RT); Single sign-on;
- 3. Back Order app Standard salesforce.com components. Effective analytics: dashboards; reports. Gathering historical data. Created for Supply Chain Managers for analytics and successful monitoring of ongoing progress of Back Order creation and storing this data in the Database. This app helps to identify the trends due to the graphs & dashboards and also set up needed report activity for upper management. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 4. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT Dashboards
- 5. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT Dashboards
- 6. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT Reports
- 7. Requests for discounts New custom view was created thru VisualForce Pages functionality. Realized custom email templates for custom approval processes thru new Apex controllers and classes. Standard pages, which differ by a logged user profile (permissions management of CRUD operations). Functionality of Set up & Sharing. Rules for different user roles. Created for management of requests for discounts. Multi-level Approval business logic for confirmation process. Upload files (pdf content) and link them to SFDC CRM instance records. Created custom types of reports. (Financial analysis). Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 8. Target frequency planning Created to ease the process of targeting in company (pharma branch), where a med rep can plan his work (visits), and send his decisions for approval by managers. Technology: Custom Visual Force pages. Technology: Apex controllers and classes, several Apex Job classes for simultaneous processing of huge massives of data. Complex Approval process integration (with notifications) Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 9. Tour planning module Custom VisualForce pages, Apex controllers and classes. Created to ease the process of a medrep’s planning a visit to a targeted doctor. Advanced custom filtering and search engine, tour calculation by time. High efficiency of the business processes. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 10. Coaching module Custom VisualForce pages, Apex controllers and classes. Helps Managers to train personnel and actively develop their skills, put marks, plan visits, and monitor their progress. Solution is very flexible, you can add and edit skills. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 11. Coaching module Custom VisualForce pages, Apex controllers and classes. Helps Managers to train personnel and actively develop their skills, put marks, plan visits, and monitor their progress. Solution is very flexible, you can add and edit skills. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 12. Trade module Custom VisualForce pages, Apex controllers and classes. Application, which allows to plan promo campaigns and contracts, store them in the system, and than plan visit activity with compliance checking. Flexible solution which allows to build mechanics (tactics) tasks to verify during promotion, assign customers to promotions. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 13. “App exchange” sfdc applications Custom applications, published to SFDC “App Exchange”. Created on demand of a customer with any defined business logic or working process. *example: Application, which is created for medreps (pharma branch) as a CLM desktop solution for performing visits, create customer database, promoted products. Also extended by questionnaires for promoted products. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 14. Highly Customized visualforce pages Fully customized VisualForce pages without use of SFDC standard styles, Apex controllers and classes. Files uploading and linking them to SFDC records (media content), download count. Integration with Salesforce.com. Chatter API (voting and adding comments). Online media content view. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT
- 15. iOS CLM suite application Features: On Salesforce.com side Restful web services were created to ease the two-way synchronization between the application and SFDC. Also SOAP Web Service was created for the integration with ASP.Net Portal. ASP.Net Portal was created to store files with large size. The authorization was realized with the help of Salesforce.com using OAuth 2.0 protocol, the integration was realized using SFDC SOAP API. Наталия Андрейчук Ведущий CLM эксперт, Генеральный директор QAP INT