I like to live by the mantra “Make the rest of your life, the best of your life.” but there are some projects i’ve worked on in the past which have made my life pretty darn cool.

Below are brief descriptions of some of the more noteworthy applications i’ve been fortunate enough to spearhead both the architecture and development efforts of:

Account Search

This application was developed to enable users to search for account information from a primary salesforce instance as well as others, lending tremendous capabilities to the end user to source client details but also preventing duplication of data to maintain a clean and disciplined environment.

This application searches the primary host instance of Salesforce, then a secondary instance, and finally where the information does not already existing in either org, Duns and Bradstreet records are sourced for company information.

One of the key features of this application is a built-in mechanism for an administrator to configure how the data points retrieved from another source, tie into the primary database. A configuration user interface was developed which allows for mapping fields-to-fields between the various databases, so that the application can continue to scale and keep up with the changes to the schema of the two instances.

The application leverages the OAuth for authentication, the Force.com Rest API, DnB API, and Angular.js for the user experience as well front-end binding to the data for dynamic extrapolation of search results.

Account Search Visualforce  Page

Account Search Visualforce Page

Field Mapping Across Orgs

Field Mapping Across Orgs

Lead Qualification Tool

The Lead Qualification Tool was built to allow sales teams to qualify and enrich outbound leads prior to first contact. This tool enabled the various sales teams to vet the quality of the web presence of a lead and determine if they meet the bar before proceeding further with sales engagements.

Should that lead not pass the quality bar, then they would be rejected for an objectionable reason, to later be resurface following a specified interval specific to that close reason. However, should the lead pass the quality bar, the lead would be accepted and then automatically handed off to the marketing platform to enter a drip campaign.

One of the coolest features of this tool was that the lead pool was completely defined dynamically by the end user. Through custom settings the user can define query parameters which would filter the pool of total leads, to surface only those which are relevant to the target definition of the sales user.

Lead Qualification Tool Visualforce Page

Lead Qualification Tool Visualforce Page

Lead Qualification Tool Custom Settings

Lead Qualification Tool Custom Settings

Booking Report

In order to give sales a rapid and dynamic view of Season-over-Season comparison of sales performance for various product lines across the company globally, a dynamic visual force page was built which leveraged a well defined role hierarchy.

This report allowed the company to begin the comparison by first selecting two seasons to evaluate from a global point of view. Then the end user is able to drill into a specific region to compare sales figures for the two seasons for the various offices within that region. Ultimately more granular comparisons between sales reps for a specific office or retail location is achievable by drilling through the role role hierarchy through this dynamic report.

Booking Report Visualforce Page

Booking Report Visualforce Page

Quota Management

Writing description…

Quota Management Visualforce Page

Quota Management Visualforce Page

Benchmarking

This is a simple spreadsheet which was created to identify benchmarks for integrations into a Salesforce instance. These benchmarks measure the field updates or attribute traffic on a couple of tables by a specific integration, which allowed for developing a notification mechanism upon deviation from these thresholds.

Integration Field History

Soon i’ll be posting Heroku & Postgres web application projects i’ve been working on this summer.