Real solutions built and maintained in production Salesforce orgs — administration, custom development, and integrations.
When an Account's owner or type changes in Salesforce, a trigger fires an asynchronous REST callout that pushes the update to an external ERP — keeping both systems aligned in near real-time without manual re-entry or nightly batch syncs.
Reps closing deals had to leave the Opportunity to update required Account fields. A custom Lightning Web Component embedded on the record page lets them view and edit those fields inline — fewer clicks, cleaner closed-won data.
The standard activity save couldn't capture the meeting context the team needed. We overrode it with a guided Lightning UI that prompts for additional inputs at save time and triggers downstream automation based on the answers.
Native roll-up summary fields only work on master-detail relationships. We implemented Declarative Lookup Rollup Summaries (DLRS) to calculate and sync parent totals in real time whenever child records change.
A suite of live dashboards for leadership: sales revenue, lead-to-opportunity conversion ratio, lost revenue from closed-lost deals, and year-over-year comparisons — replacing manually compiled spreadsheet reports.
A before-save Apex trigger enforces a strict order number pattern (111111-111) using regex, blocking malformed entries with a clear error — protecting every downstream process that depends on the format.
Criteria-based and ownership-based sharing rules working with the role hierarchy to extend record visibility to the right teams — without over-exposing sensitive data in a security-conscious organization.
Support emails route directly into Case records and website enquiries become Leads automatically — a zero-manual-entry intake pipeline, plus the profiles and permission sets behind it.
Ongoing consolidation of leads gathered across multiple channels — field mapping, formatting standardization, and duplicate checks that keep the Lead object clean at scale.
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