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Appexchange Apps

An established AppExchange publishing company came to us with a specific challenge - could we create an app that would let Xero users seamlessly see all their Xero Invoices in Salesforce?

 

After reviewing the architecture of Xero we came back and said yes, it could be done. This presented some challenges, because Xero cannot hold foreign keys from other apps, and does not have any capability to run third-party code. Furthermore, the Xero API is problematic in that it doesn't allow paging of data, and has itself a low daily API limit.

 

Despite those challenges, we were able to create an app that worked with both Salesforce and Xero governor limits, and we were able to code the app entirely in Apex, allowing it to be a native Force.com app. The app allows Salesforce users to view near-live invoice data (with syncing every hour) in Salesforce, and apply their own security rules, workflow, and reporting needs to their data. With this, suddenly Xero has become a potential competitor to Financial Force.

 

If you would like to sync Xero with Salesforce, or sync QuickBooks Online with Salesforce you can learn more about Breadwinner at breadwinnerhq.com

Complex Business Apps on Salesforce

Teacher Portal

A Teacher Portal is a Force.com site implemented as a portal for recording and managing the teacher's data associated with Students, Classes, and their Schedules.
Teachers can perform following tasks from the portal.

 

  • Edit their contact information.
  • Apply for unavailability from the portal.
  • Check their scheduled classes and create PED entries (Professional Education Data) for each class.
  • Maintain the records for students score related to individual tests.
  • Mark and keep the track of student's daily attendance with a reason for absence/late arrival.
  • Log feedback or complaints to their manager.

The goal of World Wide Kids Company is to aid the hospitality and leisure industry in providing the highest levels of childcare for children. The aim of the project was to make sure goal of the company is reached. Specific requirement of the project was to improve existing system to add some more features to admin and make the booking system mobile responsive. Along with these objectives, data handling of the Salesforce org was improved to use it efficiently and deployment with proper Salesforce standards.

The organization had needed a system for students and teachers where they can create tests for students, solve, review and grade them. So, we designed different complex visual force pages for creating dynamic form by dragging and dropping input components, shown visualforce pages as a pop up, done the pagination, reviewed the tests using different image indicators.

We have done many Customizations for ICEF Salesforce process like:

 

  • Generated dynamic visualforce pages
  • Written many apex triggers and classes (custom code)
  • Fetch Exchange Rates periodically from Trustable source
  • Quote Sync
  • Invoice Amendments
  • Google Map Integration

Communities, Portals & Force.com Sites

The Application Market is a marketplace for applications, similar to Appexchange. The marketplace will be built on top of the Salesforce Sales Cloud. Application developers (Content Providers) will contribute to the marketplace by uploading files and metadata to the marketplace.

 

We have created public force.com site which includes following functionalities:

 

  • Developed a Login page where the user can login using his gmail account or also has the option to register. Used Google API to implement this.
  • All the products and their assets related to users where maintained in Amazon. This was implemented using Amazon web services.
  • Implemented session management.
  • We provided functionality to upload files on Amazon

We have built community for Health Domain Client to provide services for Patients. We had provided functionality to Patients to register or login using either Salesforce credentials or Social SignIn/Signup options(Facebook, Google Plus and Twitter). According to disease and availability of Health Advisors, Health Advisot has been allocated to the Patient. Client are providing group of Services to Patients and Patients can keep track of their module through community account. Patient can provide images of their report to take advise of Health Advisor and contact Care Team Member for any advise.

 

Salesforce community provides platform for higher education institutions with a single innovative platform to track students from their first semester until graduation and job placement. It manages all aspects of the student recruitment and admissions process and allows students to apply online and submit related application materials.

 

It tracks progress of students and matches students with mentors and resources and monitors the progress of students toward their academic goals. It also allows staff members and students to complain personal/public issues.

 

It also keeps the track of attendance, grades, scholarships, payments, etc.

A site was designed for managing the assets that allows user to login with their credentials and view / search all their assets from related salesforce instance.
All session management for user is customized without using standard site sessions.

 

User can:

 

  • Search through thousands of asset records
  • Store recent search histories
  • Easily navigate through streamlined paginations
  • Customize visible record fields through field sets and much more.

API Integration & Data Migration

We have integrated with Client API for implementing dependent picklist to select various criteria. Based on selected values from picklist, we fetched data from Client API and displayed on visualforce page within a table.

We have worked on API callouts to send single and bulk message to sms web service which in turn send SMS to specified phone number. This API is called depending upon the value of one field that gets updated dynamically. ​

 

We have also created tasks that keeps a track of next message to send.

 

We have sent the bulk message from the activity(tasks) in proper format to the server. There was a scheduler to send SMS every 1 hour.

The project was to replicate data from Salesforce to Bug tracking system and vice versa using a tool, Jitterbit. To implement this, we have created different jitterbit operations such as http endpoint, fetch data from salesforce, update data to bug tracking system and mySQL database, update fetched bug data in salesforce etc.

 

We have also used salesforce outbound workflows to specify the changes to the fields within salesforce to Bug tracking system. We have notified users on updation of the data.

Configured a Bidirectional Sync scheduled every 5 minutes between Salesforce and Quickbooks Desktop along with few customizations.

 

The sync would work for creating invoice in Quickbooks from Quotes of Salesforce based on some conditions and also would sync related account and product details into Quickbooks.

Salesforce CRM Customization

We have implemented a system for activity management which includes workflow rules, email templates, approval processes to automate the relevant business processes such as triggering email alerts, submitting for executive approval, etc. We have also created roles, profiles, permission sets and sharing rules to maintain security and organize different access levels.

 

Record types were built to differentiate the page layouts according to the type of activities. Implementation also included validation rules, advanced formula fields and roll up summary fields for both standard and custom objects.

We have set up a Salesforce Email to Case for a Client.

 

The Client wanted to allow their customer to communicate regarding cases using email.

 

We have created Email templates to send auto reply to customer on case creation.

We have created a web-to-lead page in PHP as per the given design from Client.

 

We have also created a partner portal in PHP.

 

We have mapped leads and opportunity fields (standard and custom ) on lead conversion. Also, created trigger to relate lookup fields of lead, as we can not have lookup fields in web2lead.

We have set up a salesforce to salesforce share records of three different objects. There was a problem of linking the relationship in the target org for these shared records. Hence we had created an apex class which was able to perform the linking between the records. This class was scheduled on hourly basis and we had used batch apex to overcome the salesforce governor limitations.

What our client say about us

  • We’ve used Dreamwares for Apex and Visualforce work, and were impressed with the skill of their developers, their excellent communication, and their timely responses. We’ve already given them several additional projects since our first one, and are expanding to give them more shortly
    Stony Grunow
    Founder & CEO at Daddy Analytics
  • Over the last few months I’ve been working with Dreamwares on multiple projects.
    The projects include Salesforce customization, application logic using APEX and presentation layer with Visualforce and HTML pages, public Salesforce Sites and integration with AWS.
    Oded Harniv
    SaaS Consultant and Salesforce
    Expert at Self Employed
  • Good stuff. We have been working with Dreamwares since a year now and they have developed many useful pieces of code for us. If Standard Salesforce functionality is not enough for your company, try customisation by Dreamwares.
    Markus Hebeler
    Manager, Business Processes at ICEF
  • I’ve enjoyed working with Dreamwares. The team has always been responsive and able to take on Salesforce challenges without hesitation.
    Jeff F
    Principal at Madrona Solutions
    Group, Inc.
  • Here are a few great details I know about Abhishek Agrawal and his team.
    1. Good English and he is willing to call and talk to you
    2. Understanding Project work flow and how to build applications
    3. Caring and willing to bend
    4. Has wonderfully skilled team
    5. Accountability for solving problems and getting the project complete.
    Gary Brooks
  • We hired Dreamwares to develop a very complicated iPad app. Dreamwares’s team of developers were very tenacious and innovative in their approach. They didn’t shy away from challenges until they were resolved. We also appreciate that they stayed on budget despite the level of complexity of the app.
    Stephan Beauchesne