If Interested: Please email andrew.moser@guidantfinancial.com (mailto:andrew.moser@guidantfinancial.com) with a copy of your resume attached.

To our future Salesforce Developer,

I am looking for an experienced developer to drive process automation and manage the integrations to our various business systems for our SFDC environment. This includes technical design/development, configuration, maintenance, and integration with other cloud systems. This is a great opportunity for a talented SFDC Developer to add significant value to the Guidant Financial team.

A great candidate will be able to lead multiple technical projects at one time, as well as provide solutions that are highly usable, scalable, extensible, and maintainable on the Force.com platform. They will be passionate about their work, self-motivated, detail oriented and have excellent problem solving abilities. They will deal with highly ambiguous problems, taking full control and responsibility for finding solutions, and will drive towards simple solutions to complex problems.

We are committed to fast, scalable growth and believe that an experienced Salesforce developer is just what we need to take our Salesforce CRM to the next level.  As our new Salesforce Developer, you will have the opportunity to influence our automation strategy and join an energetic and enthusiastic team. If you are looking for position where you can make a meaningful impact on our business, I’d love to meet you!

Sincerely, 

Melissa Hitchner
Business Automation Manager

Company Overview
Guidant Financial is not your average financial firm. A leader in financing – we’ve helped thousands of entrepreneurs, in all fifty states, deploy billions into small business and franchising.  And, we are adding additional services aligned with our mission to “increase the number of entrepreneurs who succeed in small business.” We do that by staying maniacally focused on how to help our clients create the life they want through small business ownership.

Guidant’s Core Values

• Positivity 
• Authenticity
• Courage
• Empathy
• Community

ImprovementOur staff is committed to increasing the number of entrepreneurs who succeed in small business. If you find yourself nodding yes to the questions below, then let’s connect!

·         Do you care about the success of small business?
·         Do you have a passion for technology?
·         Do you love solving challenges and finding better ways to use SFDC?
·         Do you want to work where you can make a tangible difference?

Primary Responsibilities:

• Overall responsibility is to maintain Guidant’s use of Salesforce.com
• Responsible for developing in Visualforce, Apex, Java, AJAX and other technologies
• Participate in and support internal technology development and system integration efforts as a Salesforce.com subject matter expert
• Work with management to identify new and creative opportunities to leverage Salesforce.com to support additional business processes or functions
• Manage relationships with key Salesforce.com support team members, integration partners, and third party consultants
• Solicit feedback and requirements from a diverse user group spanning multiple departments throughout the organization
• Maintain users, roles, profiles, and permissions
• Create and maintain reports and dashboards
• Occasional deadline driven, extended working hours may be necessary

Basic Qualifications:

• 4+ years previous development experience with Salesforce.com
• Solid understanding of and detailed experience with Salesforce.com architecture and API
• Detailed experience writing Visualforce and Apex classes and triggers
• Proficiency in HTML, XML, Javascript, ASP, SQL, Java or C++, SOAP or REST based web services, JSON
• Strong understanding of relational databases
• Demonstrated success with at least one large Salesforce.com  integration project
• Experience integrating Salesforce.com with other applications via real-time, batch, sync/async
• Experience with scripted data loader, web services, cloud integration technologies
• Strong attention to detail and excellent problem solving skills
• Strong verbal / written communication and presentation skills
• Experience with complex ERP integrations

Preferred Qualifications:

• Certified Salesforce.com Developer
• Certified Force.com Developer (DEV – 401) or equivalent experience
• Experience with MS SQL Server, MYSQL, or Oracle
• In-depth understanding of the capabilities and constraints of the CRM application coupled with good understanding of the business processes (Sales, Marketing, Partner Management, etc.)
• Experience working within the Service Cloud module of Salesforce.com in an administrative capacity
• Experience with Docusign, Workday, Relius
• Experience with document management system integration
• Experience with middleware and other integration technologies
• Highly innovative, flexible and self-directed
• Results-oriented person with a delivery focusHandles multiple competing priorities in a fast-paced, deadline-driven environment

We have implemented the live Agent functionality in Production. We have also our portal users for whome this chat functionality provided. Through portal home page , clients can initiate chat (chat button provided on portal). Also we have implemented the Prechat form in order to receive the data like Name, email, Account..

 

This is working fine but clients needs to fill out these details in Prechat form, which is not feasible since they are Portla users. So I am prepopulating these details like name, email in Pre chat form. Used prety simple code at VF (mentioned below) , this is working fine in Salesforce preview. However, when used on Portal , prechat form is not reflecting the correct Name , email in Pre chat form. In the name field this is reflecting Sitename and in email email this is using the by default site user email id.

 

We want when, every client logged in Portal and initiating the chat , in prechat form , Client name and email should be in user context....

 

Please let me know any workaround / solution how to resolve this.

 

I will really appreciate this ....

 

<apex:page showHeader="false" standardController="User" >

    <script>
        function clickBtn()
        {
            var btnSubmit = document.getElementById('prechat_submit');
            btnSubmit.click();
        }
    </script>

    <!-- This script takes the endpoint URL parameter passed from the deployment page and makes it the action for the form -->
    <script type="text/javascript">
        (function()
        {
            function handlePageLoad()
            {
                var endpointMatcher = new RegExp("[\\?\\&]endpoint=([^&#]*)");
                document.getElementById('prechatForm').setAttribute('action', decodeURIComponent(endpointMatcher.exec(document.location.search)[1]));
            }
            if (window.addEventListener)
            {
                window.addEventListener('load', handlePageLoad, false);
            }
            else
            {
                window.attachEvent('onload', handlePageLoad, false);
            }
        })();
    </script>
   
    <h1>Pre-chat Form</h1>
    <form method='post' id='prechatForm'>
   
        <style type="text/css">
            body {
                margin: 0 auto;
                padding: 0;
                font-family: 'Trebuchet MS', Helvetica, sans-serif;
                font-size: 12px;
                color: #737373;
                line-height: 16px;
            }                   

            p {
                font-weight: bolder
            }
           
            td {
                font-family: 'Trebuchet MS', Helvetica, sans-serif;
            }
           
            h1 {
                font-family: 'Trebuchet MS', Helvetica, sans-serif;
            }

            .btnClass {
                font-family: 'Trebuchet MS', Helvetica, sans-serif;
            }

        </style>

        <!-- Creates an auto-query for a matching Contact record’s Email field based on the value of the liveagent.prechat:Email field -->   
        <table border="0" width="400px">
            <tr>
                <td>
                    <b>Name: </b>
                </td>
                <td>
                    <input type='text' size="40" name='liveagent.prechat:Name' id='prechat_field' value='{!$User.FirstName} {!$User.LastName}' />          
                </td>
            </tr>
            <tr>
                <td>
                    <b>Email Address: </b>
                </td>
                <td>
                    <input type='text' size="40" name='liveagent.prechat:Email' width="500" value='{!$User.Email}' />
                </td>
            </tr>
            <tr>
                <td>
                    <b>Property Name: </b>
                </td>
                <td>
                    <input type='text' size="40" name='liveagent.prechat:Account' value='{!getAccountName}' />
                </td>
            </tr>
            <tr>
                <td>
                   
                </td>
                <td align="center">
                    <input type='submit' value='Request Chat' id='prechat_submit' class="btnClass" />
                </td>
            </tr>
        </table>

        <input type="hidden" name="liveagent.prechat.query:Email" value="Contact,Contact.Email" />        

    </form>

</apex:page>

 

Thanks alot !!!!

 

If Interested: Please email andrew.moser@guidantfinancial.com (mailto:andrew.moser@guidantfinancial.com) with a copy of your resume attached.

To our future Salesforce Developer,

I am looking for an experienced developer to drive process automation and manage the integrations to our various business systems for our SFDC environment. This includes technical design/development, configuration, maintenance, and integration with other cloud systems. This is a great opportunity for a talented SFDC Developer to add significant value to the Guidant Financial team.

A great candidate will be able to lead multiple technical projects at one time, as well as provide solutions that are highly usable, scalable, extensible, and maintainable on the Force.com platform. They will be passionate about their work, self-motivated, detail oriented and have excellent problem solving abilities. They will deal with highly ambiguous problems, taking full control and responsibility for finding solutions, and will drive towards simple solutions to complex problems.

We are committed to fast, scalable growth and believe that an experienced Salesforce developer is just what we need to take our Salesforce CRM to the next level.  As our new Salesforce Developer, you will have the opportunity to influence our automation strategy and join an energetic and enthusiastic team. If you are looking for position where you can make a meaningful impact on our business, I’d love to meet you!

Sincerely, 

Melissa Hitchner
Business Automation Manager

Company Overview
Guidant Financial is not your average financial firm. A leader in financing – we’ve helped thousands of entrepreneurs, in all fifty states, deploy billions into small business and franchising.  And, we are adding additional services aligned with our mission to “increase the number of entrepreneurs who succeed in small business.” We do that by staying maniacally focused on how to help our clients create the life they want through small business ownership.

Guidant’s Core Values

• Positivity 
• Authenticity
• Courage
• Empathy
• Community

ImprovementOur staff is committed to increasing the number of entrepreneurs who succeed in small business. If you find yourself nodding yes to the questions below, then let’s connect!

·         Do you care about the success of small business?
·         Do you have a passion for technology?
·         Do you love solving challenges and finding better ways to use SFDC?
·         Do you want to work where you can make a tangible difference?

Primary Responsibilities:

• Overall responsibility is to maintain Guidant’s use of Salesforce.com
• Responsible for developing in Visualforce, Apex, Java, AJAX and other technologies
• Participate in and support internal technology development and system integration efforts as a Salesforce.com subject matter expert
• Work with management to identify new and creative opportunities to leverage Salesforce.com to support additional business processes or functions
• Manage relationships with key Salesforce.com support team members, integration partners, and third party consultants
• Solicit feedback and requirements from a diverse user group spanning multiple departments throughout the organization
• Maintain users, roles, profiles, and permissions
• Create and maintain reports and dashboards
• Occasional deadline driven, extended working hours may be necessary

Basic Qualifications:

• 4+ years previous development experience with Salesforce.com
• Solid understanding of and detailed experience with Salesforce.com architecture and API
• Detailed experience writing Visualforce and Apex classes and triggers
• Proficiency in HTML, XML, Javascript, ASP, SQL, Java or C++, SOAP or REST based web services, JSON
• Strong understanding of relational databases
• Demonstrated success with at least one large Salesforce.com  integration project
• Experience integrating Salesforce.com with other applications via real-time, batch, sync/async
• Experience with scripted data loader, web services, cloud integration technologies
• Strong attention to detail and excellent problem solving skills
• Strong verbal / written communication and presentation skills
• Experience with complex ERP integrations

Preferred Qualifications:

• Certified Salesforce.com Developer
• Certified Force.com Developer (DEV – 401) or equivalent experience
• Experience with MS SQL Server, MYSQL, or Oracle
• In-depth understanding of the capabilities and constraints of the CRM application coupled with good understanding of the business processes (Sales, Marketing, Partner Management, etc.)
• Experience working within the Service Cloud module of Salesforce.com in an administrative capacity
• Experience with Docusign, Workday, Relius
• Experience with document management system integration
• Experience with middleware and other integration technologies
• Highly innovative, flexible and self-directed
• Results-oriented person with a delivery focusHandles multiple competing priorities in a fast-paced, deadline-driven environment

Today we’re excited to announce the new Salesforce Developers Discussion Forums. We’ve listened to your feedback on how we can improve the forums.  With Chatter Answers, built on the Salesforce1 Platform, we were able to implement an entirely new experience, integrated with the rest of the Salesforce Developers site.  By the way, it’s also mobile-friendly.

We’ve migrated all the existing data, including user accounts. You can use the same Salesforce account you’ve always used to login right away.  You’ll also have a great new user profile page that will highlight your community activity.  Kudos have been replaced by “liking” a post instead and you’ll now be able to filter solved vs unsolved posts.

This is, of course, only the beginning — and because it’s built on the Salesforce1 Platform, we’re going to be able to bring you more features faster than ever before.  Be sure to share any feedback, ideas, or questions you have on this forum post.

Hats off to our development team who has been working tirelessly over the past few months to bring this new experience to our community. And thanks to each of you for helping to build one of the most vibrant and collaborative developer communities ever.