Project Note

  • Industry: NGO
  • Process Area: Sales
  • Geo: India

Scope

Motivate the students in the right path and give counseling for their academic as well as career

 

Challenges

  • To Know the Student’s academic details as well as Family details
  • To upload the Student Details in SFDC at a time
  • To get the Student details in single-page PDF as well as multi-page PDF
  • To establish the relationship between course, career and its corresponding college
  • Built Mobility Application on Career Guidance

Topology

  • APEX, Visualforce, Lightning SLDS

Approach to Solution

  • Customized trigger on all open opportunities and update formula fields, workflows
  • Created a SOA composites to achieve
  • Item ( create and update) from oracle to SFDC
  • Customized apex class and visualforce page to achieve cloned copy of opportunity with quote, quote line items and opportunity products
  • Configured the standard setup and customized apex class and visual force page to add the products in NST
  • Configure the products with their features and options
  • Discover the price rule to achieve the discounts
  • Generate the custom quote template with Line item
  • Effectively update interest rates In Opportunity, Quote and Quote line item
  • Eliminate the manual process of create / update item in SFDC
  • Eliminate the manual process to creating a new opportunity with Quote, Quote Line Item and opportunity product
  • Reduce the sales rep work to sell the products