- Salesforce Integration Needed

  • Status Closed
  • Budget N/A
  • Total Bids 9

Project Description

This project has three segments and are listed in order of priority:

1) Build a VisualForce window / S Control window to be added to our Standard and Custom objects in Salesforce.

[url removed, login to view] has a Salesforce integration, but the functionality is not optimal.

We are hoping you can replicate the Box-Salesforce app by building a VisualForce/S Control window. The window will be added to Opportunities and several custom objects as a Related List. It should communicate with the user's [url removed, login to view] license and their folders/files in Box. In Salesforce, we simply want to point to a file folder in Box of contract docs or files related to the Opportunity and/or custom object.

[url removed, login to view] has an existing API.

We need this portion of the project completed as quickly as possible.

2) We also want to be able to run reports in Salesforce that summarize based on each Opportunity or Custom Object what Box files are being displayed. Our goal is to see which files have been attached to Opportunity or custom object records on a mass basis to id which records are missing files.

3) Finish an existing project we call 'Marketing Solutions Object' -Place new VisualForce window created in #1 in this custom object

-make edits to this custom object. Much of it is already finished though

-custom triggers were established to send 2 notification emails. Edit and finalize triggers and notification emails

-We have created a distribution list setup based on the user's profile (similar to an outlook distribution list). You will need to make edits and finalize this. -Remove some elements of this object we are no longer going to use

-Customize what buttons appear on the page based on the user's profile

-We have [url removed, login to view] licenses and have set up triggers that create shadow records each time an Opportunity and custom objects within the Opportunity are created. Edits to the Shadow Objects flow back to the Primary Object and vice versa. We would need you to add the Marketing Solutions Object to the Shadow page layouts / objects and ensure edits can flow back and forth between the primary. We will also have the VisualForce window you build in the Marketing Solutions object. This window will need to match between the Primary and Shadow (if someone adds a file from Box in the shadow, it should update the primary and vice versa)

-Code will be provided by previous developer


If you have questions or require further explanation, please let me know.

Please list your best price for this project as well as the timeframe to complete #1, #2 and #3 (ie #1 will take a week, #2 will take a day, #3 will take 4 days). We will need to get started immediately and can provide whatever resources (Salesforce license, sandbox access, conference calls, etc) you need to understand and complete the project.

There is lots of potential for other work right after this project. If things go well with this, we would like to establish to an ongoing relationship. Can you provide an hourly rate for work outside of this project and also list your availability for other projects?

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