1. Project Name: Sales Congo
Business Req : Salecongo is a flex based system application where all the information about the
organization of salescongo is stored and the information is analyzed for making decisions in follow-ups,
Compensation plans and much other functionality in their business process.
Tools and Technologies used: Apex classes and Visual force pages, Flex
Module Name: LOGIN PAGE
Description:
In this, when admin checks the direct login option then user can move to the Home page
directly otherwise if the admin did select the option called direct login then the user will get this Login
page. Login page is as follows.
Module Name: Home Page

2. Description:
In Home page, we will have two menu items like Application and Set up. In Application, we will have
five buttons like Hire, Train, Incent, Comply, and Inform. The default button will be Hire button and on the
right side user can see a pie chart scroll with the hiring details. Whereas, in setup we will have four buttons
like Organization, Job title, Comply, Sales resource.

3. Module Name: Comply Page
Description:
Comply contains two tabs Dashboard, Distribute Compensation Plans. Dashboard contains three
parts. In first part, there will be a hierarchy of roles of organization; second part contains pie chart
representing status of the compensation plans. The other part display the sales resource, compensation
plans, status of particular role when click on a particular role. When we click on the sales resource, a popup
window appears displaying the comments, workflow of current compensation plan given by the sales
resource.

5. Module Name: Inform Page
Description:
Inform page is used to tracking (communication) list of all organized events with complete details.
The other tab named ‘Event Notification’ allows the user to send new event notifications for selected
members of an organization.

7. Module Name: Organization Page
Description:
Organization consists of two tabs. Both tabs consist of hierarchal fashion (tree structure) of
organization levels. In one tab the organization level is based on job titles, the other tab consists of
information based on Regions.
On selecting any particular item in the tree the detail list that may consists of name, email, and phone
number etc., of the selected item will be displayed on the right side component (data grid).

8. Module Name: Job Title Page
Description:
The job title page consists of list of job titles with number of employee to each job title of an
organization. Selecting a particular job title provides details (Description, Training and Compensation)
regarding that particular job. This page also provides users with flexibility of creating new job titles,
editing, copying and deleting an existing job titles.

10. Module Name: Comp Plans
Description:
Comp plans page consists of all existing compensation plans. The users are facilitated with options of
creating a new compensation plans, editing and deleting the existing compensation plans.

14. Module Name: Sales Resources
Description:
The Sales resource page consists of list of all sales resources of an organization with their details
displayed on the right side component. It also provides additional benefits for the users to load group of
sales resources at a time using ‘Bulk Load’ option. The users can also export all details of the sales
resources into a single file using ‘Export’ option.

16. Developer Details: 10 Salesforce CRM Developers (1 certified), 3 Flex Developers
Implementation model:
 Business Requirement gathering
 Requirement Document preparation
 Proposal Document
 Proposal sign off
 Demos for regular updates

17. Project Name: Invoice System
Business Requirement: Generate PDF from Quote to Invoice with multicurrency organization. Where we
have to generate Quote pdf and order pdf and invoice pdf for separate for UK and USA. Here invoice we
have fixed invoice and recurring invoice. In recurring invoice based on recurring times the mail will be sent
based on payment methods.
Technical Details: Apex Classes, visual force e, Apex triggers, Workflow rules, Activities

18. Fig: Quote Detailed page
Fig: Quote Pdf

19. Fig: Convert to Order

20. Fig: Order Detail page
Fig: Order Pdf

21. Fig: Invoice Detail page

22. Business Benefits: In this we can generate Quote pdf and order pdf and invoice pdf for separate for UK
and USA. Here invoice we have fixed invoice and recurring invoice.
Developer Details: 2 Salesforce CRM developers
Implementation methods:
 Business Requirement gathering
 Requirement Document preparation
 Proposal Document
 Proposal sign off
 Demos for regular updates

23. Project Name: Cloud Budget
Business Requirement:
Cloud Budget is to alter the way small and medium size organizations manage the budgeting process. We
use the service model to provide the clients with a secure, automated, on-demand budgeting system that
greatly reduces expenses by:
1. Eliminating the hidden costs behind Excel approaches
2. Eliminating the need to engage consultants for implementation
Service Innovation – with the “Cloud Consultant” data engine our customers achieve a fully customized
budgeting system while avoiding the need to engage internal IT resources, purchase new hardware and
software, and engage outside consultants. The result is a low risk, high reward budgeting solution
Tools and Technologies used: Apex classes and Visual force pages.
Modules:
Income: This module deals with the income of the organization like income from sales, other income
and deferred sales. Entries: This module contains all the entries like income, manual entries, expenses, and
cash in, cash out, long term, intercompany and other.
Accounts Payable: This module contains expenses and inventories.
Accounts Receivable: This module contains income information.
Fixed Assets: Information about the assets of the organization.
Borrowings: Information about the liabilities of the organization.
Expenses: Information about the expenses to run the business.
Materials Movement: Information about the materials of the organization that have purchased.
Wage: Information about the salaries of the employees.

26. Business benefits: Cloud Budget is a targeted budgeting solution that goes much deeper into the
budgeting process than other SaaS performance management packages that typically contain budgeting
as one aspect of their diversified service. Cloud Budget’s compatibility with Salesforce products and its
flexible architecture make it particularly attractive to the rapidly growing Salesforce user base.

27. Our goal is to gain a wide-spread reputation among finance professionals as a simple to use yet advanced,
highly-cost effective, reliable, and secure way for small and medium size organizations to take control of
the budgeting process.
Team Size: 4 Developers
Implementation methods:
 Business Requirement sign off
 Regular Requirement Gathering
 Implementation and testing
 Bug fixing

28. Project Name: Davinci Template Project
Team Size: 2 developers
Description: For Davinci Virtual Office Solutions
Description: Involved in creating visual force pages, visual force E-mail Templates and display the images
dynamically based on sales representatives. When User selects one template it automatically attached a
proposal document with required information.
Used Technologies: Force .com
Picture: See the Select Template Detail page button
This Image for Select any Template and when click the Send Email Template button the corresponding
template send to mail, and also the document to the mail.
This Document contains the Opportunity with Products data and Primary contact role Information.

29. Sample Templates:

31. Project Name: Scoring Engine
Team Size : 1 developer
Description: Involved for calculating the points and commissions earned by the representatives of an
organization as per the data provided by them. The main idea behind the Score Engine is to assign a value
(score) to the fields of a selected object. Each and every new field generated by the administrator can be
associated by a new score value dynamically. When a user enters a record, for the field values provided by
the user will be awarded some score points and commissions earned.
Used Technologies: Apex Code, Visual force pages.

32. Project Name: Contact Wizard
Description: This is customization of Salesforce. After creation of contact immediately we can associate
the contact with user and divisions and after creation division also we can immediately associate with
multiple contacts.
Team size : 1 developer
Used Technologies: Apex Classes, Visual force
Fig: After creation of contact we need to click on Button (Add Division & user)

33. Fig: This is wizard for contact to associate with user and divisions. If Already divisions associated this
contact then those are not visible in this list (here I selected 3 divisions and user). Pagination is available
(more than 10 divisions) it shows (next, previous buttons).

34. Fig: After that we can get associated divisions and user
Project Name: Order Processing Controller
Description: This order processing controller used place Quick order from account. There we place button
called Quick order. By this we can place order Quickly with the account information. After clicking on this
button it will list out the all products And give Text field to enter the Quantity Then it will Create a order
with Order Line items.
Used Technologies: Apex classes, Visualforce pages, Triggers, Workflow Rules, Activities.
Team size : 1 developer

35. Project Name: Conga composer app & Drawloop App.
Description: Using External templates like email templates, html templates, other documents (PDF, word
documents), we merged Salesforce data into those documents and we sent them as a email to the clients.
And we can use them for agreement process.
Used Technologies: Draw loop app, Conga composer App, Echo sign.
Team size : 3 salesforce CRM developers

37. Project Name: Teleconsult Project
Functionality: Uploading CSV DATA
Team size: 2 developers
Description:
 Capture the Baseline plan against each Project/ contract.
 Monthly update (CSV upload) of Real Time & Forecast values for each project/
 Contract by Contract Managers.
 Monthly P&L details added to the system by contract managers (details from
 Debt details added to the client/ project profile by contract manager and reviewed.
Reports & Dashboards
 Standard opportunity reports (opportunities by stages, by forecast values, closing
Dates etc.)
 Dashboards to be automatically updated based on financial information.
• Charts with values showing total amt invoiced & total paid for each
Project
• Projects with Outstanding debts
• Any other valuable reports from finance data
Functionality: Sales and Sales Details Creation.
Description: Creating sales and sales details and uploading csv.