Salesforce Development and Testing
“Intent Technologies utilizes Salesforce as a core platform to streamline customer relationship management (CRM), automate business processes, and enhance service delivery. Salesforce development and testing efforts at Intent Technologies focus on customizing the platform to meet the unique needs of the smart building and urban services industry.”
Key Objectives
Customizing Salesforce to automate workflows, reduce manual tasks, and improve operational efficiency.
Designing solutions that can grow with the organization and handle increasing volumes of data and users.
Designing solutions that can grow with the organization and handle increasing volumes of data and users.
Simplifying processes for internal users & external stakeholders through intuitive interfaces & streamlined functionality.
Core Salesforce Features and Customizations
1. Custom Applications:
• Development of custom apps using Salesforce Lightning App Builder and Visualforce. Tailored apps for building managers, service providers, and operational staff.
2. Third-Party Integrations:
• Integration with IoT platforms, payment gateways, and other APIs using Salesforce Connect, MuleSoft, and custom REST/SOAP APIs.
3. Workflow Automation:
• Using Salesforce Flow, Process Builder, and Apex Triggers to automate recurring tasks like lead assignment, ticket resolution, and notifications.
4. Apex Development:
• Writing Apex classes, triggers, and batch jobs to extend Salesforce functionality and implement complex business logic.
5. Analytics and Dashboards:
• Building dashboards and reports in Salesforce to provide actionable insights for sales, customer support, and service teams.
6. Custom Objects and Fields:
• Creating custom objects and fields to track data specific to building management and urban services.
7. Mobile App Development:
• Optimizing Salesforce solutions for mobile devices using the Salesforce Mobile App and Lightning Components.
8. Customer Communities:
• Building self-service portals and communities for tenants, building managers, and service providers to interact and share information.
Types of Testing
1. Unit Testing:
• Testing Apex classes and triggers with code coverage of at least 75%, as required by Salesforce.
2. Functional Testing:
• Verifying that Salesforce features and customizations work as intended. • Testing workflows, validation rules, and approval processes.
3. Integration Testing:
• Ensuring seamless communication between Salesforce and third-party systems like IoT platforms, APIs, and other tools.
4. User Acceptance Testing (UAT):
• Collaborating with stakeholders to validate that the system meets their expectations and business needs.
5. Regression Testing:
• Running tests after every update or new feature implementation to ensure existing functionalities remain unaffected.
6. Performance Testing:
• Ensuring Salesforce applications and integrations handle large datasets and concurrent users without performance issues.
7. Security Testing:
• Verifying compliance with Salesforce security guidelines, including role-based access control, encryption, and data masking.
Future Directions for Salesforce at Intent Technologies
1. AI Integration:
• Leveraging Salesforce Einstein for predictive analytics, AI-driven insights, and automated recommendations.
2. Advanced Automation:
• Expanding the use of Salesforce Flow and MuleSoft to automate complex business processes further.
5. Sustainability Tracking:
• Using Salesforce to monitor and report on energy usage, emissions, and other sustainability metrics.
3. IoT and Data Analytics:
• Integrating IoT data with Salesforce to enable real-time insights and actionable alerts.
4. Enhanced Mobile Solutions:
• Developing more mobile-first Salesforce features to support users in the field.
