gtface: salesforce (presentation)

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SALESFORCEportfolio

vContact: | www.gtFace.com | [email protected] | (+353) 851 261 081

Our Salesforce Resources

50+Developers/Consultants SFDC

6+ yearsExperience 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

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 salesrepresentatives visits. System consists of 2 main elements. First one is webapplication using Sales Cloud, second one which integrates with this one ismobile application created for iPad.

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 withoutaffecting the code)

Encrypted all sensitive data

System for Events and Expenses Register

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

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 settingswithout 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

3. Project: APAC – CRM (2/2)

Numbers:

Used in 16 countries from APAC region

Over 6000 active users

Over 22 million activities stored


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


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

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


5. Project: Offline supporting application for Sales (1/1)

Project overview:

Full offline support

REST API based application


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

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 andfuture legislation and regulatory requirements and that the companies uphold highstandards of integrity when interacting with HCPs (Heath Care Professionals).

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 andfuture legislation and regulatory requirements and that the companies uphold highstandards of integrity when interacting with HCPs (Heath Care Professionals).

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








EEMEA - CRM systems for countries from EEMEA region

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



EEMEA - CRM systems for countries from EEMEA region

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 fundingrequests.

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 fundingrequests.

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 affectuser interface)

Implemented data export to PDF/CSV file

Reporting system, which enables physicians to register and review their payments andtransfers of value that will be reported for them.

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.

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





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

11. Project: WE - CRM (2/2)

Project overview:






WE - CRM systems for countries from WE region

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 externalusers 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 portaluser authentication and by Web Services to handle portal user creation from the system

System that supports managing events and event participants data.

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.

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 typedoesn't matter)


Functionality to activate/deactivate users to reduce license costs

Over 1500 users

System which enables user to create expense interaction and submit expense report

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

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 creatingSFDC solutions

6

Experience in testing systems

7

Thank you for your attention

vContact: | www.gtFace.com | [email protected] | (+353) 851 261 081