SFDC – Public Media – Reporting Development – Success Story

Client Overview

The client is a US-based solution provider, focused on products and solutions for Public Media organizations, helping them unlock the value of their greatest asset – a lifetime relationship with their constituents, enabling them to make the trade-off decisions with greater flexibility and precision.

Business Challenge

The client wanted to extend their existing reporting in order to make better trade-off decisions. The client primarily uses two types of reports to provide near real time drive performance and analysis. They are:

  1. Drive performance analysis

  2. Drive tracking

Currently, these reports are developed in Mango. For drive performance analysis, the client used the Tally report. For drive tracking and sharing metrics both internally and externally, client used the following reports:

  • Internal Summary (internal communication of selected metrics during drive)

  • Public Summary XML (public viewing of drive performance to date)

  • Studio Summary (SCPR – drive performance to date)

  • Studio Summary Additional (SCPR – drive performance to date)

  • Contributing Now (SCPR- last minute pledges received)

Technical Requirements

  • Visualforce

  • Apex

  • JavaScript

  • JQuery

  • HTML

  • XML

Solution Strategy

Eternus Solutions was engaged with the client in the capacity of an Offshore-based Delivery Center, collaboratively taking care of the entire design, development and deployment process.

Drive Performance Analysis-Tally:

  • This report was used by development staff to –

    • Monitor drive performance and perform comparative drive analysis

    • See how a specific email appeal, call center or online contribution form or splash page, or premium was performing

    • Get a sense of new vs. Renewed member response during drives and what program service supporters were interested in

  • As part of its enhancement, Eternus Solutions developed a set of batch upload based reports that used records received real time from online and call center forms.
  • Reports are viewable by Salesforce users only (internal use).

  • Reports can be exported to Excel/ CSV.

Drive Tracking:

  • The purpose of the existing drive tracking reports was to provide a real time drive performance tracking capability.

  • Eternus Solutions team developed a set of reports batch to select specific metrics.

  • The team delivered a custom user interface that allowed selection of specific metrics and store favorite selections for easy reuse.

  • It involved easy delivery of metrics via a public URL in both HTML and XML format for easily sharing the report with non-Salesforce users.

  • Reports are viewable by non-Salesforce users.

  • Reports can be exported to Excel/ CSV.

Solution Features and Components

  • Configuration of batch upload based reports with real time records received online and from call center forms

  • Customization of campaign (both active and historical) to view results by date range or hour range for a given day

  • Configuration of campaign hierarchy and filter criteria

  • Configuration of privileges to access the reports

  • Configuration of batch upload to match opportunity with existing accounts/ contacts

  • Development of a secondary call to the batch uploads record to update with preference information for reporting

  • Synchronization of the preference through Eloqua and join via matched account/ contact

Development Methodology

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

  • Requirements, Design and Release documents to start building any new components

  • Extensive usage of Triggers, Visualforce and Classes to write custom logic

  • Intelligent client developed in JavaScript and JQuery library

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

  • Use of local repository SVN and GitHub for configuration management

  • Supports responsive behavior for multiple screen resolution

  • Coding using SFDC standards and best practices

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