Problem
To capture the total cost of Salesforce end-user licenses for all the internal departments, and then compare the Forecasted Total License Cost with the Actual Total License Cost to calculate the differential cost.
Solution
A custom Salesforce app Automated to capture Salesforce license data from .csv files received by the client weekly to run advance calculations.
As a part of this app, we created custom objects, APEX classes, APEX triggers, Batch classes, Visualforce pages, and Lightning components. Once the data was uploaded to Salesforce, the Batch process would run to extract the actual cost information, populate the custom tables, and run advanced calculations. Wave Analytics was used for advanced reporting.
This custom app was designed to run both on Salesforce Classic as well as Lightning user interfaces.
Result
The customer received a custom Salesforce app which automated data loading and calculation. It helped them compare Actual License Cost with Forecasted License Cost, and make budgetary decisions. They benefited by saving time and eliminating manual errors which made it possible to run advance reporting and analytics for senior management.
Technology
Salesforce Sales Cloud, Force.com, Visualforce pages, Lightning components, CSV files.