SFDC – IT Services – AppExchange App Development – Success Story

Client Overview

The client is the UK based IT organization, which helps small, medium and large organizations to get better usage of the vast amount of generated data.

The client is focused on providing CRM platform solutions for data configurations and to deliver the key performance metrics quickly and graphically. It helps organizations to get clear visibility of their marketing ROI, sales efficiency and profitability, which help executives to take better strategic decisions.

Business Challenge

The client wanted to develop an Email Preference Management application to track email and email preferences changes of the Leads and Contacts in Salesforce.

The objectives of the project were:

  • Make the Email Preference Management application accessible using an email address of the Lead and Contact

  • Create an advanced preference management functionality to allow email address changes

  • Create email preferences for the Leads and Contacts

  • Create Notes on Lead/ Contact records upon changes in email address, email preferences and on unsubscribing of services

  • Create Activity for Lead/ Contact owner on unsubscribing of services

  • Post chatter updates on Lead/ Contact records upon changes in email address, email preferences and on unsubscribing of services

Technical Requirements

  • Visualforce

  • Apex

Solution Strategy

Eternus Solutions reviewed the business objectives and worked with the client to implement the Email Preference Management application on Salesforce AppExchange leveraging Force.com site, packages and Visualforce as the implementation technology stack.

Following functionalities were developed and aggregated as managed packages:

  • Eternus Solutions team configured the Force.com site functionality by navigating the site setup for Email Preference Management application. It would enable the application to directly integrate with any Salesforce organization. A Visualforce page was developed for application settings, which enabled the users to configure an advanced preference management setting to allow email address changes. It also enabled the users to configure actions on change of email preferences. The actions would be in the form of a chatter notification about status updates and field changes of a Lead/ Contact , note creation on a Lead/ Contact record and activity creation for a Lead/ Contact owner on unsubscribing of services.

  • Eternus Solutions team configured the access to the application through an email address of a Lead/ Contact only. The user would enter the email address of lead or contact and select preferences on which Lead or Contact person would like to receive updates. The email preferences would be anything on Premier news and events, updates of Altium software and content, updates of Altium training, updates of skills training, subscription reminders and updates. As per configured application settings, users can update email address of Leads/ Contacts. Notes would be created in Lead/ Contact record pertaining to the changes, once the changes were saved.

  • In a similar way, the user could unsubscribe the selected email preferences by clicking on the Unsubscribe button. When services are unsubscribed, an activity would be created on Lead/ Contact record pertaining to the changes. By clicking on created activity, email notification would be sent automatically to a Lead/ Contact owner regarding unsubscribing of services.

Solution Components

  • Customization of existing Standard objects viz. Leads and Contacts to make the email field mandatory and email preferences

  • Use of Package to aggregate functionality

  • Use of custom settings for configuration of actions on changes of the email preferences and to allow the email address changes

  • Use of Force.com site to make application publically available

  • New custom Visualforce pages aligned to email preferences management application settings

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