SFDC – Education – Communities Portal Implementation and Development – Success Story

Client Overview

The client is a US-based Education organization focused on developing ways to inspire students and people to participate in science and technology fields. The organization motivates people to pursue education and career in science, technology, engineering and mathematics and supports them in building self-confidence, knowledge and life skills.

Business Challenge

Client had to organize a Robotics Competition to inspire high school students to become engineers by giving them real world experience by working with engineers who develop robots. For this purpose, client decided to implement cloud-based portals using Salesforce Communities, which would enable students and teams to participate in Robotics Competition.

The objectives of the community portals to be implemented were as listed below:

  • Team Information Member System (TIMS) community portal should be able to do following:

  • Registration of the new teams for the robotics competition

  • Re-registration of the existing teams for a new season

  • Login in to TIMS community portal to update critical team information such as team name, contact information and event registration details

  • Dashboard to display and process teams information

  • Email Notification to declare registered students acceptance

  • Student Team Information Member System (STIMS) community portal should be able to do following:

  • Registration of the new students and connect it with registered teams

  • Revalidation of the students under age 18

  • Email Notification for team application status, consent and release forms status and to send user account activation links

  • Login to STIMS community to update student profile information, to complete consent and release forms and to view team application status

  • Integration with ‘Plug’n Pay’ payment gateway for online payment processing

Technical Requirements

  • Visualforce

  • Apex

  • JavaScript

  • JQuery

  • CSS

Solution Strategy

Eternus solutions reviewed the objectives and worked with the client to implement the community portals for robotics competition by leveraging the Salesforce Communities and Visualforce as the implementation technology stack.

TIMS Community Portal was developed to register teams for Robotics Competition and to display registered teams information. This community portal would be used by the employees of Robotics Competition’s such as managers, organizers, team leaders and partners. It included the following features:

  • Team Registration Form to register teams for the Robotics Competition. On registration of the team, a unique team number would be generated

  • My Profile enabled the logged-in user to view and edit profile details

  • Dashboard would display the To-Do/ Alerts about the pending tasks, status of consent and release forms, pending invitations, list of registered teams with team profile, registered events, billing and payment information

STIMS Community Portal was developed to register students for Robotics Competition and to display registered students information. This community portal would be used by students and parents or guardian of students. It included the following functionalities:

  • Student Registration System enabled the students of age 13 and above to get a Student User Account for Robotics Competition. System prompted to indicate parent’s name and email address for the students’ under age 18

  • Email Notification to send an email that contains a link to activate STIMS User Account. On activation, the student and the Parent can login into STIMS community portal using provided email accounts.

  • It also included student profile and consent and release form to declare details to participate in to the events

Salesforce- Plug’n Pay Payment Gateway IntegrationEternus Solutions project team integrated Plug’n Pay payment gateway with Salesforce using http callouts to perform Visa Card transaction from within Salesforce and to receive transaction status (successful or failed). The integration was bidirectional.

Development Methodology

  • 3-Step development methodology that consist of developing on the Dev Sandbox, Testing on the QA Sandbox and moving to the Production

  • Extensive use of Visualforce pages, apex triggers, flows, email templates and classes

  • Preparing deployment plans and change sets to migrate the changes once completed

  • Development using SFDC standards and best practices

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