Client Overview

Client is a US based IT service provider, which is focused on providing cloud-based solutions to the enterprises. Client offers a full suite of cloud strategy and implementation services.

Business Challenge

• The client wanted to improve its existing implementation and be able to extend the same for Leads existing within the Salesforce CRM.

• For this, the client needed a new tool that could upload, parse and store the vCard information faster, more accurately using the right field mappings, avoid duplicate uploads and provide a robust implementation for the same.

• Its previous vCard reading tool did not provide a vCard reading functionality for Leads and also lacked a robust de-dup mechanism to merge new information and purge old Contact data. To address these limitations and deliver a more robust tool to the marketplace, the customer mandated Eternus Solutions to re-engineer and improve the tool.

Technical Requirements

• Visualforce

• Apex

• XML

• JavaScript

• JQuery

Solution Strategy

• Eternus Solutions reviewed the functional and technical requirements and worked with the client’s Subject Matter Experts (SMEs) to implement a new robust tool based on parsing capabilities of Force.com’s Apex and JavaScript as the supporting client side scripting language.

• The vCard is emailed to a pre-defined Salesforce email address as a text attachment. The email handler parses the contact information from the vCard and compares with the existing contact information in the database. In case of missing contact information, the existing contact record is updated. An explicit mapping is maintained for each field within the contact information.

• The tool has also been tuned for capturing phone number formatting. The application has also extended to support upload into Lead records and is capable of performing intelligent phone number formatting as exhibited by Salesforce. Salesforce was chosen as the CRM implementation for this project.

Solution Components

• Creation and customization of standard and custom objects

• Triggers, workflows and classes to manage the business work flow

• XML parsing capabilities using Apex and JQuery

• New custom Visualforce pages, triggers and workflows aligned to various processes

Development Methodology

• Development on developer sandbox

• SRS and design documents to start building any new components

• Designing and developing workflows for various processes

• Extensive usage of trigger, classes, batch apex and schedulers to write custom logic

• Coding using SFDC standards and best practices