Salesforce CRM Full Implementation Project
- Project Salesforce CRM Implementation
- Client Marcus Hurley
- Country United States
- Date 3 November 2022
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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.
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
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.
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.
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.
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.
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