WeDid: Automated Energy Savings Certificate (ESC) Calculations

Challenges The IPART has a specific formula for the Energy Savings Scheme (ESS) to calculate Energy Savings Certificates (ESC). The company needs to capture the baseline lighting system (current) and compare it with the upgraded lighting system (proposed). The current calculation is done using excel and it poses some challenges: the calculation is not accurate…

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WeDid: Custom Quota Module

Challenges Salesforce can forecast sales per month/quarter/year per user. However this customer has a complex forecast module that works like this. They have different segments of business. For example: – Segment #1 – Segment #2 – Segment #3  There are many sales user: – John Doe – Fred Smith  They would like to create separate quota that looks like this: Q1-2013 John Doe@Segment #1 =…

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WeDid: Course Enrolment System

Challenges Our customer’s business is to provide training courses to clients. They have to manage all the available courses, students, enrolments, and also the trainers in one system to ensure all the information is kept correctly. What they would also like is to have is the ability to find out who is the available trainers…

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WeDid: Salesforce Automating Record Sharing Based On Dynamic User Field Value

Challenges Case sharing rules are set to private. The customer would like to share it with specific users based on a User Lookup field.   Solutions: Create a trigger that automatically adds the User into CaseShare (Manual Sharing Rules). The solution must also cover the following scenarios: When the User Lookup field is changed from…

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Salesforce as a Subscription Billing System

Salesforce is not just a powerful CRM tool but it can be extended to meet your business requirement too. One example is to turn your Salesforce instance into a subscription billing system.   Being a subscription business model company, it is ideal to track customer information and all the subscription deals in one place. Most…

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Understanding Salesforce Object Relationships

There are many skill variations when it comes to Salesforce system implementation and Salesforce integration. One of it requires an understanding on the object relationship within the application. It is not hard to comprehend the relationship once you can identify the data model that you are about to build. The following are some of the…

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