Monthly Archives: November 2016

Commission Automation using Visualflow

Introduction Our client sells trrvel and concierge services to consumers. They needed a solution to automatically calculate the sales commission for each of their commission earners. They have target based sales commission and bonus programmes that are applied to different roles in the company, e.g. Sales Reps, Deal Managers, Territory managers, Marketing Managers, Collections managers, Training Managers. Sales commissions and [...]

By |2017-05-26T11:44:37+00:00November 29th, 2016|Salesforce Automation, Visual Workflow|Comments Off on Commission Automation using Visualflow

Online Accounting & Salesforce Calculate Gross Profit

We got an exciting request from one of our customers—they wanted to show the Gross Profit on a Salesforce Opportunity based on their online accounting data. What made this exciting is that the online account package doesn't offer traditional Job Costing, so the solution had to exceed the existing capabilities. The customer's goal was to put Purchase Orders and Bills [...]

By |2018-11-06T13:13:18+00:00November 25th, 2016|Uncategorised|Comments Off on Online Accounting & Salesforce Calculate Gross Profit