View Recent Projects
Salesforce CRM Full Implementation Project
- Project Salesforce CRM Implementation
- Client Marcus Hurley
- Country United States
- Date 3 November 2022
This was a project from my client Marcus where he wanted to implement Salesforce CRM for his organization migrating from a legacy CRM. He was very concerned about the security of his organization’s data moving to Salesforce and I was acting as the consultant to give them the benefits, implementation procedure, gaps, how to overcome them, strategies for full adoption of Salesforce, and most importantly Security of his Organization. I broke down the implementation process into 8 phases and the project was completed successfully.
1) What they wanted to achieve using Salesforce
2) The available budget for full implementation
3) Other experts needed to manage the org
4) Plan to create awareness in the org
5) Migration process of data into Salesforce
6) Gradual Rollout procedure of features
7) Employee Training and Adoption
8) Maintainance and Support procedure
Find the link to the Figma representation I used for the presentation with my client.
Figma representation link: https://www.figma.com/file/YW6PSCgP6YOXT7Go2rROQb/SALESFORCE-IMPLEMENTATION?node-id=0%3A1&t=uxUmrdhDTOlUp9Cc-1
Asynchronous Apex (Batch) Project
- Project Asynchronous Apex (Batch) Project
- Client Joshua Grills
- Country Australia
- Date 23 October 2022
The Business scenario here was to create a business logic to automate the transfer and update of more than 2k account records of an employee leaving the organization to a new employee joining the organization and notifying the new employee via email about the new records updated to him.
I used Batch Apex which is an Asynchronous Apex type to solve this requirement by implementing Database.Batchable class and Database.Stateful class to count the total number of records processed.
Data Migration From Dynamics 365 To Salesforce Project
- Project Data Migration From Dynamics 365 To Salesforce
- Client Sean Richardson
- Country Australia
- Date 19 October 2022
This was a project from one of my clients named Sean from Australia and the requirement was to migrate their existing data containing about 300k records from Microsoft Dynamics 365 CRM to Salesforce CRM. I was also required to create a data model in Salesforce to match their existing business use case in Dynamics 365. I provided a guided approach on how to go about this migration step-by-step and the project was a great success.
Multiple Account In One Save With Visualforce Project
- Project Visualforce Create Multiple Account At Once Project
- Client Melisa Myles
- Country United Kingdom
- Date 13 September 2022
This requirement from Melisa my client was to create a Visualforce page that will allow users to be able to create multiple accounts and insert them into their salesforce database in one save. I will be walking you through all the steps and codes that I used to make this project a reality.
Restaurant Loyalty Salesforce Management App
- Project Restaurant Loyalty Management Salesforce App
- Client Grayson Leo
- Country Canada
- Date 10th October 2022
This was a requirement from Grayson manager of a major restaurant in Canada that required me to create a Restaurant Loyalty Management App to help them track all customers and provide loyalty to the most spending customers and reward them with incentives to make them come back and spend more.
I was able to use declarative and programmatic tools provided by Salesforce and integrating their Salesforce instance with the existing POS system they used to track and manage the entire restaurant which was another successful project I delivered.
Integration project with Quickbooks
- Project Integration project with Quickbooks
- Client Stella Moore
- Country United States
- Date 5 August 2022