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Dwayne Taylor Require Developer: Create Contact Form - Salesforce1 Lightning
We are looking at building a custom contact created form and dedupe engine for our sales team to use to validate if a contact exists in the system whilst they are talking to the prospect and to assist in preventing duplicates coming through. We have found something that works near to what we are chasing, weighted dedupe ‘as you type’ functionality with customizable functions (links below). We have hit 2 limits with the products on the market which are very important and are resulting us needing to custom build this (full specs below) and the ability for the sales team to use the contact creation form on their mobile and iPads using the Salesforce1 apps.
Instant feedback dedupe
Instant feedback dedupe
- As you type queries (search populated fields every 2 seconds), with duplicates presented to user in a relevant position on page to easily identify a duplicate. The idea is to allow them to quickly click through and not impede or lose what they have already entered on screen.
- Needs to have alternative layouts for different devices
- Needs to be compatible with Salesforce1
- Dedupe on multiple fields with ‘OR’ statements (The list of results needs to have all potential matches not limiting results to exact AND statements)
- Primary, Secondary fields ie Mobile, Phone, Business, Partner Mobile
- Thus present multiple potential duplicate records where a mobile field maybe populated in one record and email in another
- Dedupe type - Exact, Fuzzy, numeric, first n of characters, before/after specific character ie @ with exceptions ie free accounts “gmail.com”
- Ability to dedupe of multiple criteria with OR statements
- Rank order matching records to present most likely duplicates at the top
- Present top 5 or n number of records likely duplicates in system
- Prevent duplicate creation of exact match of specific fields ie email or mobile
- Provide a message to allow them to click through to the existing contact and request access
- In the event that they create the contact with unique details, make historical note against contact that they were present X exact duplicate prior.
- In the event that a record is then edited to match an existing duplicate thereafter, build a report and send notification to CRM admin (There are a few free SF applications that allow you to do this - doesn't need to be in this but if its easy add it in)
- https://www.ringlead.com/products/unique-entry/
- https://www.ringlead.com/resources/videos/unique-entry-whats-new-in-version-3/success/
This is something we have expertise in and would love to collaborate on. Where can I reach out to you for details?
RIKSOF is an agency, based out of Karachi, delivering custom mobile and web application development services to customers in the United States, United Kingdom, Ireland, Sweden, United Arab Emirates and Saudi Arabia. Our biggest strength is the team's track record of taking projects past the finish line under any circumstance.
Skype: sales.riksof
Email: info@riksof.com
Thank you for your response, at this stage we are looking for developer that specialises in Salesforce as this is a function that requires to be built directly into Salesforce itself. I have looked over your website and I do not believe we would be suitable for each other.
Regards,
Dwayne
I work with a Salesforce Implementation Partner located in California. I looked over the requirements, we have the experience to support this need. Please let me know if you have time to connect. My contact information is below.
Reagan
916-367-0068
Skype: reagan.agate
Email: reagan@theagategroup.com
My name is Ali and I work at ForceBrain.com, we are a certified SFDC partner and certified SFDC PDO.
Please let me know if you're still seeking assistance with the product. Contact info below:
Ali A. Mujeeb
amujeeb@ForceBrain.com
510-470-1550 | Phone
510-299-5516 | Mobile
We have the right expertise and experience on Salesforce.com to meet your requirement,We have extensive experience and have done many similar projects, I can walk you though what we did.
Please reach me at steve.r@saxonglobal.com to discuss further. Look forward to hear from you.
About us:
Saxon Global is a US based company have a team of more than 50 SFDC developers in-house, including 38 who are Salesforce.com certified. Our expert team focuses on Implementation, customization, development and integration services on SFDC, offering U.S. customers 24/7 support.
I would like to understand more about your requirement and will be glad to schedule a quick phone call with you to discuss further.
Warm Regards,
Steven R,
Business Manager,
Saxon Global
Skype: stevewilson_km
Main: (972-363-1009) EXT : 138
Mobile : 408-687-4770
Suite # 660 1320 Greenway Drive,
Irving, TX 75038
www.saxonglobal.com
please let me know, when we can connect and discuss in detail.Please reach me at steve.r@saxonglobal.com