The client is a US based IT Service provider, which is focused on products and solutions for various industries including healthcare, high-tech, media, manufacturing, education, non-profit etc., helping them to adopt mobile and cloud-based CRM technology.
Client needed a cloud-based appointment-scheduling platform that helps companies to automate their appointment scheduling process, along with email, text messages and voice reminders. They want to build scheduling platform compatible with Salesforce CRM using Salesforce platform.
The objectives of the project were as follows:
Development and multiple enhancements on existing code
Development of an interactive calendar
Development of Appointment Management module
Development of Work Shift Management module to set and view work shifts for multiple providers across multiple locations
Development of Rooms Management module to track where appointments may take place
Development of standard user interface
Development of functionality for Reminder calls to appointment participants as well as providers
Integration of Salesforce with 3rd party tool Twilio
Eternus Solutions reviewed the business objectives and worked with the client to implement a new Appointment Scheduling Platform leveraging Force.com’s Apex and Visualforce as the implementation technology stack.
System Development – Eternus Solutions certified, process oriented and focused consultants at Eternus Solutions were able to single-handedly contribute and manage the design and sprint cycles of system development. The team used Agile processes to develop the scheduling platform.
The following modules were developed:
Custom JQuery full calendar with functionalities to:
View multiple provider and room calendars at once
Set notification reminders
Search providers by specialty, language and any customer attribute
Provide many calendar day and week view
Built functionality and add into the calendar to track where an appointment can be scheduled to take place
Built functionality to specify where and when a Provider works
Built functionality to make reminder call or send text SMS to appointment participants as well as providers
Salesforce-Twilio Integration – Eternus Solutions project team integrated 3rd party tool Twilio using its web service APIs with Salesforce in order to make and receive phone calls and send and receive text messages to end user from and within Salesforce. The Salesforce-Twilio integration was bidirectional for Call and unidirectional for SMS.
UI Design and Development – The project involved very professional UI design and development that was compatible with Chatter and easy-to-use.
Support and Enhancement – The project involved improving upon existing components for code quality and anomalies and building of new components as part of enhancement.
Email Templates – The project involved creation of email templates that could be automatically sent to users to remind them about appointments and enable them to automatically confirm or decline the invitation.
Development on Partner and Developer edition orgs
Requirements and design documents to start building components
Extensive use of JQuery, Visualforce pages, triggers, approval processes, workflows, email templates and classes
Design and development of workflows for automation of various processes
Development using SFDC best practices
Code Migration to packaging org considering namespace dependency
Use of centralized repository (SVN) for version control
Integration with 3rd party tool Twilio
Release notes for all components developed and delivered