Salesforce.com Services Menu
800-422-6490
Some Examples of Our Visualforce APEX Projects
Need some custom functionality in Salesforce.com? Many of our clients have put the power of Visualforce to work for them. The below screenshots are some of the projects we have done for our clients. This code runs within Salesforce.com, hosted on their system, delivered by their servers. So it works regardless of where you are. Run it from home, run it on vacation, run it from a coffee shop. Have a computer and a browser - you can use it. You can execute these functions from within other Salesforce.com pages (like a button on the Opportunity page) or from links on the sidebar. They are versatile and extend Salesforce.com capabilities infinitely. Tell us your idea - we'd be happy to discuss the development process and cost.
How about Appointment Reminders!?
Fewer no-shows! The above project gave the user the functionality to send out reminders for all the appointments coming up the following day. On Friday it sends them out for Saturday, Sunday, and Monday. This visualforce page was a great way to cut down on client no-shows. It included the functionality to de-select recipients who you do not need a reminder.
Time Saving Devices - Fewer Clicks!
The client we built this for uses contracts extensively. They always associate certain contact types to their Contracts on the Contact Roles related list. That can be dozens of clicks to go find the correct contacts and add them to the Contact Roles related list. This visualforce page is called from the Contract page and retrieves the needed contacts, fills in the correct Contact Type, allows the user to select or de-select the correct contacts in mass, and execute the association in one one click. Huge time saver!
Custom Applications - GANTT Charts
Our client in this case looked through the various Project Management Systems and decided that they didn't integrate with their existing customizations in a way that suited them. They asked us to build a project management system on top of their current system. So using their existing custom Project and Step objects and existing tasks we added the power of a GANTT chart presentation. Dependencies are shown, as well as the total hours spent on a project in a given day. Going further, we gave them the ability to move tasks around in the project with a simple left/right click to even out daily work load.
Individual Dashboards
One of the challenges all Salesforce administrators deal with is the request for individual dashboards. In the report or view functionality, you can show a list of records using the "My" criteria. Whoever runs that view or report will see a list of results that belongs to them. Dashboards don't work that way. Dashboards have to be created with a running user. Consequently, the administrator has to create a dashboard for every single user who needs one! We've done this before for clients with hundreds of users. Insane! Painful! And an administrative nightmare! (Client: "Uh, can we change this one element to a vertical chart instead?" Us: "Are you crazy?! That requires hundreds of edits!")
So for this client, we created an Individual Dashboard using Google Visualizer combined with a Salesforce Visualforce page. From the home page sidebar, any user can call this dashboard and see their data displayed. One dashboard showing individual results. Way better.
The RIGHT Salesforce Report
Another common administrator issue is developing the exact report management needs. You've tried custom report types, changing the data set, but you just can't get the report that you require. A report is nothing more than a list of records - it might be able to show you data from other tables, but only as that other table relates to that primary list. You can't show data from two unrelated tables and join them - the idea of report combining.
Visualforce removes that limitation. Using custom code we can analyze any record, accumulate data in any way needed, and present it in any format desired. We always resort to Visualforce when the reporting engine can't handle it.
Snapptraffic services and consultants have provided a great service to my company in helping us customize our Salesforce.com application. The cost of their services have been recouped 10 times over. Thanks for everything.
JP Lowry, President of Preferred Financial Funding
When we first started using Salesforce, it was overwhelming. So many features, so little support. SnappTraffic to the rescue! Michael and his team gave us the one-on-one attention we needed at rates that every small business can afford. Helpful, timely, respectful and patient. These people are your Salesforce configuration dream team.
Ben Utley CFP® of Physician Family Financial Advisors
Working with SnappTraffic has been extremely valuable to our organization. SnappTraffic provided consulting services as well as custom training for our users. I have also been impressed with their knowledge of customer relationship management and their easy style of presenting the information to our users. It has been a pleasure to continue to work with them.
Juel Bortolussi of O'Reilly Media Inc
We have been relying on Snapptraffic Consulting for almost 2 years now. I don't know how we would have gotten "off the ground" with Salesforce if it weren't for Mike Snapp's help. It's great to have someone, other than basic Salesforce support, who can walk us through processes, help develop procedures, and offer suggestions and strategies unique to our business model. We have the Group Edition of Salesforce. Snapptraffic has been very helpful in coming up with "work-arounds" for problems that are not easily solved using the basic Group Edition. The people at Snapptraffic Consulting are easy to get along with, responsive, and exhibit a genuine desire to solve issues. I'm grateful to them and would highly recommend their services to anyone needing assistance from a Salesforce expert.
Doreen DeRose of Eagle Aerial Imaging
Snapptraffic has been incredibly helpful in getting our company proficient in Salesforce. Mike and his team have made our sales and operations divisions more efficient by helping create reporting, job costing, and data management systems. I highly recommend Mike and the team at Snapptraffic Consulting....they are a pleasure to work with!
Duke Barnett
Bay Fireworks
Farmingdale, NY
I had just started with Hale and they decided to move to a new platform, Salesforce.com and wanted me to help implement this into our office. I had never done anything like this before and was a little nervous about the involvement I would have with the set up. After speaking with Michael, I felt more comfortable about working on this project. He and his staff asked questions to get an understanding about what it was that we wanted to use this for and how it would benefit out company. They were very detailed about the information and did such a great job with set up and gave many suggestions that helped us make the right choices. I had many questions and changes that I wanted that would work best for me and never did I get a negative response. They were always willing to make the necessary changes and did so in such a timely manner. I would refer Snapptraffic to anyone who has already implemented Saleforce.com for any tweeking to your current setup or to a newbie that is going to need a lot of hand holding in the beginning as I did. Michael and his staff will be there for you every step of the way.
Maggie Mixon
Hale Communications
St. Louis, MO
I am a business owner that has been using Salesforce for the past several years - from the very beginning Michael Snapp has trained several of our team members on this great tool. He adapts to what we need at the time. He is responsive to our needs and I always feel as though he is our partner. There are times when I need his help to manage e-broadcasts, customize our database fields, export data or leverage our skills in reporting out of salesforce. It is great to have Michael as our partner in managing our contacts and supporting us as we grow our company. I would highly recommend Michael as your resource to leverage salesforce and CRM solutions for your team.
Sherry Benjamins of S.Benjamins & Company, Inc.
