Professional services

Cloud based systems Salesforce

ADMINISTRATION AND DEVELOPMENT

  • Salesforce Practice Highlights
    • Our certified consultants and experts offer end-to-end services as well as Cloud expertise and technical full-stack services. This includes troubleshooting, support, and problem resolution
    • Strong domain expertise across industry including cloud and social networking
    • Expertise in enterprise CRM and non-CRM applications on Force.com leveraging Apex Code, VisualForce and other technologies
    • Package consulting, Implementation and Development, Application customizations on SFDC (legacy to SFDC migration), Force.com applications
    • Proficient in complex 3rd-party integration using REST, SOAP, Metadata APIs and ETL tools (Informatica, Informatica Cloud, and more)
  • Administration Skill Set
    • Support new and existing Salesforce users regarding issues in Sales Cloud and Service Cloud
    • Gather requirements and implement configuration changes including definition of Workflow, Process Builder, Validation, Assignment, and Approval processes
    • Maintain security such as Role and Profile hierarchy, Queues, Public Groups, Sharing Settings, Permission Sets and more
    • Customizing Reports and Dashboards, Email Templates to improve system usability
    • Packages and Applications management and configuration
    • Deployment and Change Sets management
    • Data integrity and manipulation tasks such as merging duplicate records and establishing proper ownership of existing accounts and contacts in accordance with sales territories
    • Data uploading/changes and Mass Data Migrations using different data migration tools
    • Functional support and maintain overall system configuration
  • Development Skill Set
    • Translation of simple to complex user requirements into functional and actionable software
    • Development of Business flows with the help of Workflows, Validations, and Process Builder
    • Design, develop, document and test SalesForce applications, software solutions, custom objects, page layouts, workflows, alerts, reports, complex dashboards, and more
    • Enhancing existing functionality with Apex (classes, triggers, web services etc.), VisualForce Pages, SOQL, SOSL, Outbound Messaging, JavaScript, HTML, CSS, Lightning Experience and 3rd party APIs
    • Integrations with external services and systems (REST, SOAP, Metadata APIs, ETL, and more)
    • Document/Maintain documentation on application code, application use and flow, and training materials
    • Perform review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
    • Maintain system metrics to track trends in usage and data integrity

PROJECT EXAMPLES AND HIGHLIGHTS

Salesforce Practice Highlights


  • Salesforce HealthCheck
    • Max custom fields and custom objects; Max validation rules (per object), workflows, approval processes and so on; license limits, governor limits; User licenses
    • Max average daily API Requests; Max Data and File Storage usage; Code used; Integrations
    • Unused Metadata Code quality assessment
    • Run static analyzers; Interpret analyzer’s report; Manually analyze general code quality
    • Code quality assessment
    • Run static analyzers
    • Interpret analyzer’s report
    • Manually analyze general code quality (usage of best practices, code organization)
  • Analysis of General Structure
    • Analyze Data Model to find duplicate/redundant structures, relations between business objects
    • Check integrations with foreign services/Org
    • Find security issues
    • Analyze configuration and settings
  • Data Quality
    • Deep analysis of system’s data to find duplicates, suggest and/or implement steps how to avoid duplicates for specific objects
    • Data relevance analysis if it is actual task for business needs

Salesforce Instances Merge Project


  • Preliminary Review and Preparation
    • Gather all documentation regarding business processes and procedures related to each system integrated to EVaults SFDC 
  • Project Steps
    • Setup a version control system (VCS)
    • Install Packages: identify which were used in both instances; Identify versions which are compatible with each other; Make notes what have to be upgraded
    • Analyze data models and create hybrid data model of two organizations
    • Clear inactive classes and triggers in original instance version; Import Classes and trigger to the target instance
    • Clear inactive Workflows/Process Builder/Emails/Email Templates in original instance version; Compare original instance with target. Modify/Merge Workflows/Process Builder/Emails, etc. in target instance
    • Prepare documentation
    • Plan and conduct training sessions with end-users for combined processes and prepare appropriate training materials
  • Post Go-live Support
    • Monitor main business processes
    • Monitoring data filling quality after improvement changes were done
    • Make corrections