John Chambers

A cross-platform integration enabling the automated and rapid deployment of new Salesforce organizations, all controlled from a central program tracking system, allowing managers to customize features, including enrollment deposit payments and fee waivers, with no configuration or development required.

I conceived, designed, and built the application, utilizing the custom metadata API and Apex REST services to bridge the gap between program managers and developers. Managers previously submitted requirements to development teams and waited weeks for code changes. Managers could now enter those requirements into a centralized system where the integration would handle the instant deployment of required changes to over 100-degree programs around the globe.

An improved successor to Enterprise Territory Management, the application automated the assignment of any desired data to all relevant account records in real-time using a custom rules engine accessible by all sales managers.

The application was not only assigned territory regions but also account ownership, support queues, and scheduling systems. Rules could be territory-dependent or operate on completely different criteria. The underlying code was dynamic and could handle the addition of new criteria or assignment fields on the fly.

This design permitted managers of various regions to control their account assignments through a customized user experience without the need for administrator privileges, reducing large amounts of tech debt.

Custom-designed integrations leveraging the APIs of both platforms to create robust and reliable data exchange between the two systems. I utilized scheduled and batch interfaces as well as on-demand and trigger-based contexts.