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Implementation and customization of Salesforce CRM

Published by admin
13 February 2018
Professional Services

Goals and tasks 

The main task for the JET BI Developer’s team was to customize and implement Salesforce CRM system to meet needs of the leading utility auditor and energy efficiency US company.

Project scope 

  • Salesforce Partner Community Implementation was performed including custom development (APEX, Visualforce, Bootstrap) and adaptive UX design;
  • Customer intake process automation was implemented using Visualforce and APEX (including complex intake form, data validation, customizable validation and intake process branching based on program\region\customer parameters);
  • Integration with Oracle Field Services Cloud using Oracle ETA SOAP API;
  • Street address verification using SmartyStreets REST API 3rd tier;
  • Technical support for Salesforce CRM, deployment.


  • Intake process fully configurable available for 84 programs in > 20 States;
  • Partner Community implemented including complex data sharing model;
  • Implemented integration with other corporate systems via REST services;
  • Performed code refactoring and optimization, increased overall unit test coverage from 74% to 90%.

Advantages of JET BI 

  • 20+ Products successfully designed, developed and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s own product (Advantage for Salesforce) already listed on AppExchange;
  • All-In-One Product Development Service provider. 70+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile apps development;
  • Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended best-practices for development on Salesforce platform at your hand;
  • Highest quality and security. JET BI core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
  • AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, trialforce setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with #1 Sales automation tool in the world;
  • Industry-specific and 3rd party systems integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Services Lightning. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
Start your project now
  • Salesforce Consultant
  • Salesforce Developer
  • Git
  • JIRA
  • MavensMate, Eclipse
  • Data Loader
  • APEX
  • Visualforce
  • JavaScript
  • JQuery
  • REST
  • SOAP
  • 8 months

We have available resources to start working on your project within 5 business days

1 UX Designer


1 Admin


2 QA engineers


1 Consultant


Steps following request submission



After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible


We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.


Once all preparations are in place, we will initiate the project and move forward with the planned tasks