1. an APEX Trigger work flow rule that reads this "call result" and creates accounts ---> Assigns them to agents (round robin)
2. At the same time, reads this "Call Result" And checks a checkbox field so we can run reports based off of call result and cycle leads.
3. There are several "Call results" that we will ignore and do nothing with, i.e "Answering Machine", "Busy" etc.
I have an Email to CASE system set up right now that will create a case from an email to case and place it in a que. I need this que to be "Round Robined" to our sales agents. I beleive this may be an assignment rule or formula.
There may be other things that come up. I am starting on a small budget job, but we may increase the amount as time goes on and we see fast results. This may result in more work.
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I am a Software Engineer with over 10 years of experience in Salesforce and .Net. Done various projects on Salesforce in last 6 years including Sales Cloud, Service Cloud, Site.com, Force.com Sites, Communities and many more. Presently working as a Salesforce Architect in a reputed firm of India. We are a group of Technocrats in many languages. Please give us a chance to serve you.
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salesforce certified developer(DEV 401) and certified Advanced Administrator(ADM 301) with 6 years of experience and has a in-depth understanding of the salesforce.com and force.com platform. Implemented every aspect of salesforce.com -- Sales cloud, Service cloud, Custom Implementation, Integrations , Data Load , Portals , Force.Site and AppExchange Tools. Goal oriented and use a highly structured approach to achieve desired outcome which includes "QUALITY OF WORK" is utmost importance. Aim to make the salesforce.com application so manageable that everyone will think "WORK IS PLAY" using it. Strong Believer of WIN-WIN situation and CANI (Constant and Never-Ending Improvement) Principle. Also,If needed then our team includes Certified Salesforce Administrator ,Salesforce Consultants and Salesforce Developers. All Projects are done to keep in mind of AGILE METHODOLOGY. Why? The cost of deploying new functionality in the cloud is virtually zero. Plus,the cloud computing model is inherently about putting something of value in the hands of your customers quickly, getting their immediate feedback, and making further rapid changes based on that feedback. SERVICES Consulting Services:- Requirement Gathering Design Document Customization and Configuration of Sales, Service and Marketing Testing - UAT etc Administrator and End user Training Administration Services:- Workflow Approval Process Setup Roles & Profiles Workflow Rules Validation Rules Page Layouts Custom Object/Field Creation Apex Data Loader Salesforce User Setup Reports & Dashboards Sharing Rules Home Page Components Data Cleansing Operation Data Entry Integration Development Services:- Apex Classes Apex Triggers Sites Visual Force pages Integration with other system
I have more than 5 years of experience in salesforce implementation and custom development and more than 7 in web-development. I can help you with: - Salesforce implementation for your business - Integration of salesforce with your web-site or web-service - Custom salesforce development on Apex and Visualforce - Salesforce1 mobile applications on Lightning framework - Publishing of your application on AppExchange - Salesforce training - Have an experience in the following salesforce apps: DocuSign, SKUID, Propertybase, SMS services, - Migration from Insightly CRM, Sugar CRM
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