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