Vedran's slides for the mock review board

1. Universal Digital
Vedran

2. Agenda
• About me
• About Universal Digital
• Requirements
• Solution
• Delivery
• Q&A

3. About me
• 10 years in software development
• 3 years in Salesforce
• Multiple projects across industries

4. About Universal Digital
• Leading national seller of internet services
• Targets small to medium business
• Sells Website design & hosting across 3 tiers with various add-ons,
Search engine optimization (SEO), Search engine marketing (SEM)
• Products are billed as monthly subscription and the website product
has a setup fee
• Want to increase market share by selling products across more
channels

5. Requirements
Functional Non-functional
Build a new solution on top of Salesforce
Product catalogue management
Products can be sold in tiers with bundles and addons
Portal for customers
Customers can register and buy products
Portal for resellers
Support the reseller process:
Create the website order/purchase
Reseller is billed monthly
After purchase, communication is done with the customer directly
Resellers can log cases on their own behalf and on the behalf of the customer
Support the customer online
Can purchase products
Can view the status of the fulfillment process
Can pay via credit card and Paypal
Can cancell the order, an internal team should be notified
Can upgrade/downgrade the order
Support the Fulfillment process
Order has to be approved by the internal procurement team
Upon approval, send the order to the hosting partner
Send SEO to the 3rd party
SEM is provisioned internally
When fulfillment is complete, close the order and allow customers to upgrade, downgrade or cancel
Integrate with the UD hosting partner and receive information
back
Integrate with the 3rd party SEO via REST
Develop a billing and subscription solution
Customers are billed monthly
Resellers are billed for the deals closed through them
Support crowd-sourcing communication and a public documentation base
Enable resellers to view reporting (units sold per quarter)
SSO with the AD

6. Assumptions
• Unlimited budget

7. System architecture

8. Integrations
Systems Data Method
SFDC -> Hosting partner Order data Request & reply, ESB,
Asynchronous callout
SFDC -> 3rd Party SEO integration Order data Fire & forget, ESB, REST
SFDC -> Payment gateway Purchase and payment details Redirect with parameters

9. Data model

10. Actors
Actor License Security
Customer Customer community Sharing sets, sharing groups
Resellers Partner Community Ownership based, sharing rules
Internal procurement team Salesforce OWD, Role hierarhcy, Ownership
based, sharing rules

11. Role hierarchy & sharing
• not enough data about role hierarchy
• Sharing
• OWD
• Profiles & permission sets
• Sharing rules
• Sharing sets & sharing groups
• Public groups

12. Other SF features
Requirement Solution
Product catalogue management
Products can be sold in tiers with bundles and addons
CPQ
Portal for customers
Customers can register and buy products
Customer community, self registrations
Portal for resellers
Resellers can only view accounts created by them
Resellers can create cases on behalf of the customer
Private account sharing
Private sharing for cases
Support the customer online
Can purchase products
Can view the status of the fulfillment process
Can pay via credit card and Paypal
Can cancell the order, an internal team should be notified
Can upgrade/downgrade the order
Customer community
Payment Gateway
Workflow rules with email/task action
Support the Fulfillment process
Order has to be approved by the internal procurement team
Upon approval, send the order to the hosting partner
Send SEO to the 3rd party
SEM is provisioned internally
When fulfillment is complete, close the order and allow customers to upgrade,
downgrade or cancel
Approval process
Queue for users
Send to integration via trigger and future call
Develop a billing and subscription solution
Customers are billed monthly
Resellers are billed for the deals closed through them
Billing system
Support crowd-sourcing communication and a public documentation base Chatter, Communities, Knowledge base
Enable resellers to view reporting (units sold per quarter) Standard Salesforce reporitng

13. Mobile application
• No mobile application needed

14. Communities
• Partner community for the resellers
• Customer community for the end-customers

15. Authentication
• SSO with the AD via ADFS
• Branded log-in page for the customer and partner communities
• Self-registration of customers

16. Reporting
• Standard salesforce reporting

17. LDV mitigation
Data Volume Mitigation strategy
Opportunities 100, 000 / year Indexing, Data rollup (de-
normalization)

18. Data migration
• No data migration details
• Standardize
• Cleanse
• Enrich
• Dedupe
• Validate

19. Delivery methodology
• Agile methodology
• Design phase
• Multiple streams:
• Salesforce
• Customer community
• Partner community
• Integrations

20. Methodology artifacts
• Governance
• Center of Excellence, Architecture review board, PMO, SteerCo
• Requirements
• Traceability matrix
• Agile Accellerator
• Quality control
• Quality manager
• Release manager

21. Developments strategy
• GIT, Jenkins
• Code reviews
• Coding standards
• Test coverage

22. Sandbox strategy
• DEV
• QA
• SIT
• UAT
• Prod

23. Testing strategy
• Unit
• Functional
• Integration
• SIT
• UAT
• Performance
• Regression
• Smoke
• Data migration

24. Risks & mitigation
Risk Mitigation

25. Q&A