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Salesforce customization
Project duration: 2 months
Brief description
A customization of a multinational's Salesforce instance for the specifics of the Germany department.
Supplement
A Lightning Home Page was created as a dashboard to allow an overview of the activities. New bespoke data objects capture customer-specific actions. Graphs and custom components give an instant insight into the customer's situation.
Subject description
A German branch of a multinational has adopted its global Salesforce system. German department has requested a customization of the company standard to better reflect their sales processes.
IT project data
- Industries financial services
- Specialist tasks Customer Relationship Management (CRM)
- DP tasks standard software expansion
- System environments Cloud Computing
- Procedure model agile software development
- Development and test tool Salesforce inspector
- Standard software and BI Salesforce
Project period01.07.2020 - 30.08.2020
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