QAP SFDC Development

1. Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT
“SFDC Practices ”

2. Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT
What We Actually Did
 SFDC Enrollment and set up new instances from scratch; roles; profiles; uploading
historical data; other administrative work;
 Data transfer, setting up and configuration of Salesforce.com instances;
 Automation of the business processes with the help of creating the templates of
notifications, work procedures, approval procedures;
 Creation of the effective user reports, informational dashboards for advanced
enterprise data analysis;
 Custom modules engineering, standard SFDC functionality extension;
 Continuous support of the implemented system;
 Salesforce.com CRM integration with the other systems;
 Creation of Web-Portals, which are integrated with SFDC CRM;
 Development of Native and Hybrid Mobile clients (Android, iOS, WP7,8,RT); Single
sign-on;

3. Back Order app
 Standard salesforce.com
components.
 Effective analytics:
dashboards; reports.
Gathering historical data.
 Created for Supply Chain
Managers for analytics and
successful monitoring of
ongoing progress of Back
Order creation and storing
this data in the Database.
 This app helps to identify
the trends due to the graphs
& dashboards and also set
up needed report activity for
upper management.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

4. Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT
Dashboards

5. Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT
Dashboards

6. Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT
Reports

7. Requests for discounts
 New custom view was created
thru VisualForce Pages
functionality.
 Realized custom email
templates for custom approval
processes thru new Apex
controllers and classes.
 Standard pages, which differ by
a logged user profile
(permissions management of
CRUD operations).
Functionality of Set up &
Sharing.
 Rules for different user roles.
 Created for management of
requests for discounts.
 Multi-level Approval business
logic for confirmation process.
Upload files (pdf content) and
link them to SFDC CRM
instance records.
 Created custom types of
reports. (Financial analysis).
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

8. Target frequency
planning
 Created to ease the process
of targeting in company
(pharma branch), where a
med rep can plan his work
(visits), and send his
decisions for approval by
managers.
 Technology: Custom Visual
Force pages.
 Technology: Apex controllers
and classes, several Apex Job
classes for simultaneous
processing of huge massives
of data.
 Complex Approval process
integration (with notifications)
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

9. Tour planning module
Custom VisualForce pages, Apex
controllers and classes.
Created to ease the process of a
medrep’s planning a visit to a
targeted doctor. Advanced
custom filtering and search
engine, tour calculation by time.
High efficiency of the business
processes.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

10. Coaching module
Custom VisualForce pages, Apex
controllers and classes.
Helps Managers to train
personnel and actively develop
their skills, put marks, plan visits,
and monitor their progress.
Solution is very flexible, you can
add and edit skills.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

11. Coaching module
Custom VisualForce pages, Apex
controllers and classes.
Helps Managers to train
personnel and actively develop
their skills, put marks, plan visits,
and monitor their progress.
Solution is very flexible, you can
add and edit skills.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

12. Trade module
Custom VisualForce pages, Apex
controllers and classes.
Application, which allows to plan
promo campaigns and contracts,
store them in the system, and
than plan visit activity with
compliance checking. Flexible
solution which allows to build
mechanics (tactics) tasks to
verify during promotion, assign
customers to promotions.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

13. “App exchange” sfdc
applications
Custom applications, published to
SFDC “App Exchange”. Created
on demand of a customer with any
defined business logic or working
process.
*example: Application, which is
created for medreps (pharma
branch) as a CLM desktop solution
for performing visits, create
customer database, promoted
products. Also extended by
questionnaires for promoted
products.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

14. Highly Customized
visualforce pages
Fully customized VisualForce
pages without use of SFDC
standard styles, Apex controllers
and classes. Files uploading and
linking them to SFDC records
(media content), download count.
Integration with Salesforce.com.
Chatter API (voting and adding
comments). Online media content
view.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT

15. iOS CLM suite application
Features:
On Salesforce.com side Restful web services were created to ease the two-way synchronization between the application
and SFDC.
Also SOAP Web Service was created for the integration with ASP.Net Portal.
ASP.Net Portal was created to store files with large size. The authorization was realized with the help of Salesforce.com
using OAuth 2.0 protocol, the integration was realized using SFDC SOAP API.
Наталия Андрейчук
Ведущий CLM эксперт,
Генеральный директор QAP INT