Supportservices

Business/Technical Challenge: The challenge here is to directly connect different ERP systems to Salesforce e.g. Microsoft Dynamic AX, Navision, SAP, Zuora, Oracle etc.

Underlying Platform: Salesforce, Dell Boomi AtomSphere

Implemented Solution:

This Cloud-based Integration platform-as-a-service (iPaaS) tool allows you to connect with all major ERPs. It also allows you to connect with any cloud-based storage like AWS, Google Storage etc. and also enables you to connect to your email server.

Business Results: Integration allows you to connect and migrate your data to any ERP system.

Business/Technical Challenge: To fetch data from various data providers like CapitalIQ and Lexis Nexis, analyze data and create a report. Use the same data and report for multiple clients to minimize the manual effort of re-analyzing data and report.

Underlying Platform: Salesforce.com, AWS, Jasper

Implemented Solution: Data from various data providers is fetched in Salesforce or AWS server. Data is passed to Salesforce where manual layer verifies the data and store it in Salesforce. During report generation data is passed to AWS and report is generated using Jasper. Both report and data are stored back in AWS. Next time before a report generation or data fetching process first AWS is checked for existing report/data and is fetched on a need basis. It saves the entire manual step of re-analyzing the data and fresh report creation.

Business/Technical Challenge: Paying cost for Heroku plugin for SSO integration with client’s Identity Provider because Heroku doesn’t have a free plugin to achieve this task. We were using third-party service(Auth0) for SSO integration between Heroku portal & their identity server. Auth0 charges $1 for a user per month. So, the client had to pay $3000 per month just for the SSO login.

Underlying Platform: Heroku, Java, Node.js

Implemented Solution: Created a standalone Node.js application with express.js framework to provide SSO authentication with client’s Identity Provider based on SAML2 authentication protocol. This application works as a middleware for any web application(Java Application on Heroku) and Identity Provider. SAML Authentication configuration stored on this application and all the interactions with Identity Provider done on this application. Web Application (Service Provider) only need to call request URL provided by this application. Once this application completes the interaction with Identity Provider, it will return success or failure response to the requested application.

Business Results: Huge cost savings as the customer doesn’t need to pay monthly charges for plugins on Heroku now. We are able to create an application which will run by just $7 per month(Heroku hobby dyno) with 100K+ users. A huge financial advantage to our Client.

Business/Technical Challenge: To fetch, store, analyze and display the patient wellness data as per the specified metrics from a public event.

Underlying Platform: Salesforce.com, Informatica Cloud, Microsoft SQL Server/SSRS

Implemented Solution: Data from Android Survey App is stored in an external DB. Same data is migrated to Salesforce from Informatica Cloud after applying all business logic, transformations and filters applicable to the business process. The cleansed Salesforce data is then again replicated using Informatica Cloud to Microsoft SQL Server database for business dashboards which are generated using SSRS. The entire process takes about 2-3 mins and provides real-time updates to the management.

Business Results: Integrated solution for having the complete success dashboard of a public wellness event instantaneously.

Business/Technical Challenge: In Salesforce we have org specific data storage limit and if we need to increase it the cost is very high.

Underlying Platform: Salesforce.com, Amazon RDS, Amazon S3

Implemented Solution: We have used Amazon RDS and Amazon S3 for storing the data from Salesforce using API integration. The successfully processed items are stored in the Workflow system for a period of 90 days as per the client’s SLA. After 90 days, the processed data is moved to AWS for long-term retrieval. These records are then subsequently purged from Salesforce Org.

Business Results: Huge data storage cost saving and efficient data replication and availability.

Business/Technical Challenge: Near Real-Time Synchronization of Accounts, Opportunities, Proposals, and Proposal details between Salesforce and Strata.

Underlying Platform: Salesforce.com, Informatica Cloud, Strata

Implemented Solution: The integration between Strata and salesforce was done through a hybrid model of using Strata TIM Web Services, Force.com API and Informatica Cloud integration platform. The changes in Strata TIM data was identified by polling and then data was synchronized by applying all the business logic through Informatica cloud real time. The integrated model of Informatica cloud real time and web service API calls helped in bridging the process gap resulting in reduced processing time and presenting real-time data.

Business Results: Structured data providing improved collaboration. Integrated & enabled proposal generation solution for the sales process.

Business/Technical Challenge: Client was using multiple applications to manage the finance transformation projects leading to inconsistency and data redundancy and wanted to consolidate the applications so as to overcome the challenges and find opportunities to scale the product and compete with its competitors. Also, there was a need to reduce the cost of technology ownership.

Underlying Platform: Salesforce Force.com with Highcharts

Implemented Solution: Recommendation was to leverage the force.com platform and build customized solution. Configurations and customizations were implemented for product features including reporting and dashboards. Highcharts reporting library was used for advanced visualizations and data representations. Data migration plan was executed ensuring existing client sensitive data is not impacted.

Business Results: Unified application to standardize the business process. A comprehensive and consistent information providing visibility of key metrics to business. Lower cost of ownership. Enhanced user experience.

Business/Technical Challenge: To get a screen where a user can see data row by row for the Fact tables. The requirement was to view the data and find rows that are incorrect for some reason. Ability to select the rows that are incorrect, and marks them Dirty. Display all those records on Page using Pagination. If we use salesforce standard approach then we can’t display more than 1000 records per page. Also, Salesforce standard pagination can display records up to 10k in pagination. We had more than 50k records to display. Along with good performance, we needed to provide a Search option for each column.

Underlying Platform: Salesforce.com

Implemented Solution: To achieve this we have created one component which overcomes the salesforce limitation to display more than 1k records on a single page and provides an efficient way to iterate over lacs of records without performance degradation. We have use remoting to get more than 1k records in JSON format. To configure this component we needed to pass object API name and it was capable of displaying all records on the screen with a page number. For that, we have used “created date” to track the number of records on a page.

Business Results: Now we can use this component in any VF page just passing object name and it will render all records of that Object efficiently.

Business/Technical Challenge: Client was using multiple applications to manage the finance transformation projects leading to inconsistency and data redundancy and wanted to consolidate the applications so as to overcome the challenges and find opportunities to scale the product and compete well with its competitors and also reduce the cost of technology ownership.

Underlying Platform: Force.com with Highcharts

Implemented Solution: Recommendation was to leverage the force.com platform and build a customized solution. Configurations and customizations were implemented for all product features including reporting and dashboards. Highcharts reporting library was used for advanced visualizations and data representations. Data migration plan was executed ensuring existing client sensitive data is not impacted.

Business Results: Unified application to standardize the business process. A comprehensive and consistent information providing visibility of key metrics to business. Lower cost of ownership and enhanced user experience.

Business/Technical Challenge: Client needed a mode of easy interaction with NAV Data, which led us to look into NAV’s Implementation and Integration with an existing system and developing an Android & iOS based Mobile Application.

Underlying Platform: Microsoft Dynamics NAV, Microsoft SQL Server, ASP.NET and Web API.

Implemented Solution:

Developed a user-friendly and interactive mobile application where a customer can see all order transaction and also see pending invoices and payment status. A customer can see all the activities taken against their complaint and give a feedback and see history for the same. Customers can capture receipt’s/challan’s photo and upload it online using mobile application. Dashboard depicts all activity of Retailers, Distributors and Customers.

Distributors can also Login to post updates and comment on Social Media. Retailers can track all their order, can see their product estimation. Sales Employee can create order, call log, order tracking, approval chain.

Business Results: As a result, the proposed results will be providing an integrated cutting-edge ERP Solution for our client and provide a better experience to the application user.

Business/Technical Challenge: Compare whether for an existing mail a case has been created in salesforce depending upon user configuration. If a case does not exist in Salesforce send that case generation mail to support team to act.

Underlying Platform: Java, Salesforce.com, Email client

Implemented Solution: In Java thread-based daemons were used to make process light-weight, run multiple processes simultaneously and asynchronously. Using Salesforce REST APIs fetched comparison parameters. Created a UI to manage and configure the daemon.

Business Results: Failed cases are automatically sent to support without any manual intervention.

Business Challenge:

• Bank’s borrowers have no system for Loan Lookup.
• No means of uploading documents online & reviewing.
• No means of E-Signature for the process.
• No means to track the Loan’s Real Time process status.

Technical Challenge:

• Integration of ASP.NET Website with Microsoft Dynamics CRM.
• Developing a universal responsive Website.
• Third Party Integration with DocMagic E-Sign.

Underlying Platform: Microsoft Azure Cloud, Microsoft SharePoint, Microsoft Dynamic CRM, Bootstrap 3 and ASP.NET MVC

Implemented Solution:

We developed an application that

• Fetches user based loan application information & displayed to users on website.
• Allows borrowers to create users with a secure pipeline for dataflow.
• Application that manages multiple loans for single users and vice-versa.
• Displays loan process status right from sales to funding.
• Let’s users upload required Documents.
• Let’s users verify & review auto uploaded Documents.
• Let’s users E-sign and submit the Documents.

Business Results: The developed a system that is entirely responsive. Wishes single registration for multiple loan Applications. Accomplishes the loan process need from tracking to documentation. Has an adaptive and Interactive UI. Has user oriented & user appreciated Layout & Structure.

Business/Technical Challenge: Salesforce standard Reports have limitation to drill down to the third level of grouping, but the requirement was to achieve grouping for more than 3rd level.

Underlying Platform: Salesforce.com

Implemented Solution: Using JavaScript and JQuery created a report which had similar look-and-feel as that of a standard Salesforce report and achieved more than 3rd level of grouping. To connect Salesforce database, JavaScript APIs was used which calls Salesforce API request to load data but it had a limit on the number of calls. This was overcome by using JavaScript Remote method.

Business Results: Get an in-depth report with standard salesforce report look and feel.

Business/Technical Challenge: Salesforce has a limitation of 30 steps per approval process. Needed to overcome this limitation to accommodate customer requirement.

Underlying Platform: Salesforce.com

Implemented Solution: Applied business logic and divided approval process into multiple processes according to some specific criteria. Invocation of next approval checked the condition set in the earlier approval process. The same logic was followed for all consecutive approval processes. Implemented approval process invocation logic using customization.

Business Results: Successfully implemented very complex and scalable approval process by using this solution.

Business/Technical Challenge: Overcome the Limitation of Salesforce to display more than 500 records for Parent-Child Hierarchy.

Underlying Platform: Salesforce.com

Implemented Solution: Salesforce provides user to view Parent-Child Hierarchy on Account Screen, however, columns and number of records is fixed and cannot be changed- We had a business challenge where customer had more than 500 Child Records for several Parent customer – To Overcome the limitation we have developed a Custom Page with Pagination technique to display more than 500 records with columns requested by Business and ability to export in Excel. This feature was configurable in such a way that columns could be changed as and when required by the business.

Business Results: Proposed solution turned out to be a very useful feature of business to go and check out the AR For the Parent customer with one button click.

Business/Technical Challenge: To include the modern style analytic and demographic views in SFDC platform as per the client’s requirements. Also to develop the high complexity modules that include high standard reports in the platform with limited timelines.

Underlying Platform: Salesforce.com, Highchart library

Implemented Solution: Developed the modern demographics using high-charts open source libraries in VF pages, Developed a module in which we have successfully created multi-paged reports by mapping the salesforce schema with features that may only be possible with other paid tools, using the standard salesforce VF’s “renderAs” functionality. The module in itself is having high complexity but we have completed it within a very short duration. During the entire process, the whole team had played an important role in terms of unity, integrity, understanding and hard work.

Business Results: Integrated solution for having the complete dashboards and reports based on the required risk management process.

Business/Technical Challenge: To fetch, store, analyze and display the 100 fields of industry, financial, and competitive Company information based in the USA.

Underlying Platform: Dun & Bradstreet (D&B) & Salesforce.com

Implemented Solution: D&B is the world’s leading source of company information with the help of this data company can check health / Credit rating of the customer. Here, using D&B API integration kit with Salesforce, data was fetched from D&B site and migrated to Salesforce platform. The entire process takes about 2-3 mins and gives real-time updates to the management.

Business Results: Integrated solution for having the complete success dashboard of a company risk score.

Business/Technical Challenge: Daily Salesforce Outbound Email limits using APEX.

Underlying Platform: SendGrid & Salesforce.com

Implemented Solution: Sending emails from Salesforce using APEX has a limitation of max 1000 emails daily which may not be enough for marking applications or customers. SendGrid provides with an API integration using which you can send more emails to the customer.

Business Results: Integrated solution helped business teams to send their daily automated email quota without a technical limitation.

Business/Technical Challenge: Redo the Salesforce login mechanism using Rest API. The business problem was to do product branding. This was done keeping Salesforce governance in mind.

Underlying Platform: Salesforce.com, REST API, Mobile Platforms

Implemented Solution: To remove Salesforce login and a Salesforce logo for mobile product branding, we have created one login class that was accessible from outside of Salesforce platform using REST API. On mobile platforms, we have created our own login screen with custom branding. Once user put username and password and click on login we called our login service using REST API hosted on public domain and public site on Salesforce. When we call login service it responds Access Token of Salesforce platform. Using that Access Token we were able to fetch all Salesforce data into our mobile platforms.

We can use SOQL SDKs for mobile platforms to fetch data into mobile but that was not fulfilling our actual requirement of branding the product. SOQL SDKs also ask for salesforce login with salesforce logo.

Business Results: We have successfully implemented the branding solution for our product in other platforms using our login API.