Haider Raza

This system generates contracts for the customers and enables quick and efficient invoice creation.

A daily scheduled job is run based on drivers' contracts to create the run sheets. I configured planned daily jobs in the DBSync data management platform, which reads the daily run sheet entry from Salesforce to create invoice and invoice items in QuickBooks. The other scheduled job in the DBsync platform is to update the QuickBooks invoice status and the corresponding invoice in Salesforce.

I also built a Lightning component that allows users to create, view, and email invoices. Another Lightning component allows the warehouse to set the job sequence and make any manual additions or changes to all run sheets before assigning them. Additionally, drivers can scan codes from bins using a QR reader I created, allowing them to select the appropriate option indicating the task completion.

This solution helped our client save time and speed up invoice creation. It also improved drivers' reports on bin collection.

This solution captures leads from the web when customers purchase the membership online and redirects them to Braintree for online payment. The leads are converted to Person Accounts on successful payment, and membership records are maintained in Salesforce. I developed a process to send scheduled emails to remind members of membership renewals, kept the communication preferences, and created a feature that would allow marketing to send mass emails to opted-in members. Additionally, I built a Lightning component allowing users to apply member discounts and one-off coupons and a solution to accumulate, maintain or deduct entitlements during active membership or membership renewal.

This is an ongoing project in its second phase.

In the first phase, I have designed a solution that allows users to place a new order for up to 5000 IoT products at once. The system easily handles the integrations with external systems such as networks, billing, assurance, and a portal. This Salesforce-based solution is the master of the client data and order status, and it allows users to run analytical reports from a single source.

In the second phase of this project, users will be able to place modifications and cancellations on the existing orders. The solution for modifications and cancellations shall be leveraged off the solution designed for a new order and with less impact on the integrations.

Overall, this will save users time by 65%, and it shall all be reportable from one system.