Successful Client Project Portfolio

SalesForce Automation & Dashboards

Project Overview

The Sales and Marketing Director of a transportation logistics company supplied a variety of monthly reports on shipping status to their clients.  The report generation involved many manual steps, including requesting the IT director to export a large excel spreadsheet from Salesforce which was manipulated by various departments.  This process was not only  lengthy but did not provide timely and/or accurate information to management.   The director reached out to VantageOne Software automating email distribution as well as creating reports and dashboards.


Technologies Used

  • Eclipse
  • Com Platform
  • Apex
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