Salesforce Consultant and ServicesClient: B2d Global/Rachel De SalvaBudget: $5,000 – $10,000 (USD)
Organization structure was not defined properly. Unnecessary classes, triggers and process builder were defined in the application which was never been used. Duplicate validation was implemented on different objects. Workflow structure was not maintained as per the requirement.
Enhancement/Changes in current org structure of Salesforce. Client wants to do the complete analysis of their existing organization structure and redefined/change some of the functionalities. Some of the unnecessary objects, fields and workflows are defined which needs to be revised according to business requirements. Some of the process builders also need to be revised according to requirements. Basically they want their business process to be revised effectively according to required business purpose.
We suggested analysis of complete organization structure. We have seen complete flow of the organization structure. We will be indentifying unnecessary classes, fields, triggers, workflows, email templates, Visualforce Pages, Custom PDF design, Save as PDF, print a PDF, Code optimization, Bug handling and process builders and try to remove/change it based on client requirement. We will be analyzing reports and dashboards sections as well for better understanding of the requirement. We will do object level analysis to define and mapped the objects based on the workflow defined. We will be providing time dependent workflow to define and trigger the email based on scheduled time and defined templates.
Client Feedback for Endive Software
I have personally spearheaded the Salesforce upgrade in my organization and have had nothing but the best service. Their developers are extremely knowledgeable and communicate throughout the entire process. I would highly recommend Endive to anyone looking to upgrade their Salesforce system!