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Decision on Demand
Decisions on Demand is a Salesforce AppExchange app designed to streamline marketing and sales operations teams' assignment, routing, and distribution processes. It automates the assignment of leads, accounts, and contacts, enhancing response times and reducing administrative tasks. This Salesforce app supports complex routing with round-robin distribution, load balancing, and lead-to-account matching. It manages absences, working hours, and skills-based routing to ensure prompt follow-ups. Decisions on Demand simplifies assignment rules management with tools like a test console, version history, and Excel integration for better efficiency.
POPULAR FEATURES
Dynamic Assignment
Automatically assign Leads and Opportunities using dynamic, flexible rules to streamline your sales process.
Custom Configuration
Set up complex assignment rules easily through metadata without needing to write custom code.
Weighted Distribution
Use weighted round-robin and priority logic to balance workloads and assign opportunities efficiently.
Flow Integration
Seamlessly integrate assignment logic into Salesforce Flows and automate processes across your organization.
API Availability
Access powerful APIs to trigger assignments externally and enhance custom integration capabilities.
Audit Logging
Maintain transparency with complete audit logs for troubleshooting, tracking, and improving assignment logic.
AppExchange Compliance
Ensure high security, reliability, and compliance standards with a fully certified AppExchange application.
PROJECT REQUIREMENT
Decisions on Demand aimed to develop a powerful, flexible, and scalable Salesforce solution to automate complex lead assignments.
- Ensure fast and accurate routing of thousands of leads and opportunities across multiple territories and reps.
- Implement complex assignment logic such as round-robin, load balancing, lead-to-account matching, and priority-based rules.
- Utilize a consistent and reliable rule logic to accommodate all Salesforce objects, not just leads and opportunities.
- Streamline business processes like data enrichment, task creation, and checklist management to extend automation.
- Empower admins to manage, share, and reuse rules without needing developer involvement or technical expertise.
OUR APPROACH
OCloud Solutions developed a scalable, flexible, user-friendly, and managed Salesforce AppExchange package to meet client needs.
Simplified Lead Assignments
We deliver accurate lead assignments through scalable architecture, flexible customization with rule logic, and features like Round Robin.
Assign Salesforce Objects
Enable seamless assignment for any Salesforce object, with intuitive logic, Excel import/export, and cross-object sharing.
Automation Beyond Assignment
Automate sales and marketing workflows using Flows, Apex, and Platform Events for modular, reusable, and secure processes.
PROJECT SUCCESS
We implemented strategic decisions by:
- Designed a modular architecture using Salesforce Flows, Apex, and Platform Events to ensure scalability and maintainability.
- Automated complex decision logic across sales and marketing operations, enhancing efficiency and consistency in processes.
- Ensured compliance with AppExchange security standards, incorporating bulk-safe coding practices and proper sharing settings.
- Addressed data handling challenges by optimizing queries and implementing asynchronous processing to manage large data volumes effectively.
RESULTS
The project resulted in a certified Salesforce AppExchange package that automates lead and opportunity assignments.
OCloud Solutions developed a certified Salesforce AppExchange package that automates lead and opportunity assignments to reduce manual input and response times.
Our certified team showcased technical expertise in creating a customizable, high-performance decision engine to automate assignments.
Provided comprehensive admin and developer guides, along with flow templates for easy implementation.
Ensured compliance with Salesforce security standards and passed the rigorous AppExchange security review. Delivered a tailored solution that handled complex business logic while maintaining high performance and security.
TECHNOLOGIES WE USE
