Salesforce Integration with Box Folder

Salesforce Accounts need to have a Box Folder attached to them so The users can upload documents through the Box Widget via Salesforce interface.

Solution Delivered:

We allow users to upload the Document for the account record from the Salesforce interface by implementing the BOX API and run it when account record is created so a Box folder is attached to that particular account and user easily upload the documents through the Box widget.

We call the box.Toolkit class to create the Box folder that is a part of ‘Salesforce Developer Toolkit’. This Toolkit service come-up with some standard methods that allow salesforce users to access them. 

There was a challenge to create a Box folder if the API call fails so we Implemented Queueable interface in case the Box API failed and so we retry the Box API call if we get the Failed Api response and made sure to create the Box folder for Account.

Sync the Salesforce Account field in near real time with their external system and add Error log functionality in salesforce without affecting the current execution.

Solution Delivered:

We deliver this solution via Streaming API. so for this we enable the Account object in Salesforce org for Change Data Capture. That basically allows the External system API to subscribe to the Channel and notification is sent when a data change event occurs on Account record.

Generic Error Log feature to create log records in salesforce:

We created a Error Log custom object in the salesforce and create the records whenever an error occurs in Apex execution.

Challenge with Current Execution: To avoid the impact on Apex execution, we publish the Log Error event through the EventBus.And use Async Event Trigger handler to create the Error Log record in salesforce org.

Eye-hospital

Customer is running an Eye-hospital and needs to set up and implement the Salesforce Service Cloud Enterprise Edition to take care Patient cases, schedule appointments and chat support.

Solution Delivered:

We delivered the following services to the Customer:

• Existing Data Import: Client used to keep the Client data in Hubspot so we imported the Web Forms from Hubspot into the Case Management System.
• Email-To-Case implementation: Manage and make sure that inbound emails are received in the system and linked to a case.
• Auto Response setup: The system will need to generate automated emails for acknowledgement of an enquiry or out of hours, implemented setup to send out these emails, and link them to a case.
• Implemented Email templates: The system needs to provide the ability for managers to create and modify templates and different versions of templates can be maintained by the team.
• Case assignment rule and Routed them based on Round-robin approach: The new cases are automatically assigned to the Agent based on the work load distributed among the Agents.
• Page Layout and records types setup: The Client wants to have the Case record based on the different category and have unique layout for each category type.
• Live Agent setup: The system needs to provide the ability for Webchat from the Client Web site, web chats are received and integrated into a case. System needs to route interactions to the next available Agent, please describe how this will be managed and maintained.
• Community FAQs Page: Implemented a Community page for the canned responses for common questions & answers (FAQs).
• Community Page to self User Registration: Client needs to have the unique layout and form data from the user to register themself in Customer community from a Custom page.
• Book Appointment with a Specialist:  Once a user is registered so they can check the specialist and allow them to book the appointment.

Integrating MongoDB with Salesforce

Integration using MongoDB’s Webhook. This solution is the best for integration Salesforce and MongoDB because: 

1. We don’t need to create any middleware application. So it will be fast and middleware cost will be saved. 

2. Hosting costs also will be saved if we go with this solution.

3. Native solution which will be developed in Salesforce and MongoDB directly without any other middleware application dependency.

We implemented these high level defined steps for this Integration solution using MongoDB’s Webhook: 

1. Create Webhooks in MongoDB for incoming and outgoing APIs callout. 

2. Create Apex rest APIs in Salesforce as per the requirement. 

3. Salesforce development: Data parsing for Data sync from MongoDB to Salesforce and create BJson data to sync from Salesforce to MongoDB. 

4. Error Log tracking in Salesforce. 

5. Manual process: migration of existing complete all MongoDB data into Salesforce in starting. Later all Data will be sync on run time instantly when any event(create/update/delete) occurs in MongoDB or Salesforce.

Integration Salesforce & Hubspot

We need to provide Integration between Salesforce & Hubspot which will help customers to pass information between both platforms seamlessly, and maintain consistency between marketing and sales teams.

Solution Delivered: Solution & Service (Hubspot): 

• Configure hubspot with salesforce with salesforce user
• Hubspot will sync account/contacts & deals in context to Integrated user
• Fix sync issues like Duplicate Contact and Account (maily they are b’coz of duplicate rule in salesforce or record access to Integrated user)
• Check sync health in hubspot timely
• Field mapping in hubspot when new fields introduce in salesforce for Companies, Contacts, Deals & activities
• Creating Reports & Dashboards, So they can see Deal Forecast , Sales performance and many more.

Solution & Service (Salesforce)

• Installation of Hubspot Appexchange in salesforce 
• Initial Setup of Hubspot user (Profile/ Permission & Sharing setting)
• Sharing rules which will share records with hubspot users for certain conditions only, So only selected records get synced in hubspot.
• Merge duplicate records in salesforce (Which fix hubspot syncing issues)

SaaSOptics' integration with Salesforce

Business Requirement: With SaaSOptics' integration with Salesforce, we have the ability to make changes in either system and maintain situational awareness for all teams.

Solution Delivered:

• Configure SaasOptics with salesforce
• SaasOptics will sync Account, Transactions, Invoices & Invoice Line Items from SaasOptics to salesforce
• Fix sync issues like account or transactions is missing in salesforce
• Manage field mapping & Configure new fields for Customer, Contract, Transaction Group, Transaction, Invoice and Invoice Line Items
• Fix automation inside salesforce(Process builder, Triggers etc) which is failing due to syncing from SaasOptics
• Calculate current & Total MRR in salesforce on daily basis using salesforce scheduler
• Find transactions without account using Report Builder in salesforce & move them under correct account

Incontext, Sweden

Business Requirement: InContext provides engineering services within the electrical equipment, automotive and home appliances industries, with a unique expertise in with Complete Electrical Systems, Project Management and Mechanical Design.

1. Job campaign on Client website and sync data in Salesforce. The website will capture the data for the candidates applying for the position in different objects in salesforce.

Solution Delivered: Create visualforce page and site in Salesforce. Giving access to site guest users. Provide a custom Lightning tab for list view and sorting data in Salesforce based on specific Keywords. Process builder implementation for Auto response email to notify Candidates. 

2. Candidate View: Client needed a view in salesforce which will show a candidate list coming from the website in salesforce and having filters on the same. 

Solution Delivered: Created a Lightning Web Component which will show all the candidates in a list and Grid view on both desktop and mobile and searching filters implementation.

Salesforce Customer and Partner Communities Implementation

We completed many Salesforce Community projects for our Clients. We are expert in Community Cloud and our technical resource team having good experience. 

Project information is confidential, if needed we can share high level requirement and Project iplementation details later.