Case Studies

Custom Alert Management System in Salesforce

The client is a US-based startup with founders having multiple years of experience in the food products manufacturing industry, and the client’s team desired to build an alert management engine functionality where a user can configure alerts on any standard or custom object through a user-friendly user interface and subscribe to them to get the alerts. UI for configuring alert should provide the way to configure the criteria on any standard or custom object, which should be satisfied before sending the alert. The subscriber could be any user, group, or contact. They wanted the alert engine to support email and chatter notifications—an email notification with a custom template and Dynamisch values from records.

CASE STUDIES

Dynamisch IT Approach

  1. Dynamisch conceptualized the Alert Engine functionality from the idea.
  2. UI team created an intuitive User Interface to give users ease of use to
    create and manage alerts.
  3. UI/UX allowed the users to choose any custom or standard field of
    selected object available in Salesforce and set up the criterion on it.
  4. An unlimited number of criteria can be added either on record change
    or record insert.
  5. Ability to set the filter logic on the alert’s created criteria using ‘ANDs’
    and ‘ORs’ for evaluating the alert criteria.
  6. Alert engine with commercial scalability was built to evaluate the
    criteria based on the filter logic set on the alert criteria and the ability
    to send the alert to subscribed users, groups, or contacts.
  7. Custom merged field patterns were designed to be used in the email
    templates to send the dynamic content from the records into the email
    alerts.
  8. Natural language-based UI was designed to allow the users to select
    the resolution of the alert, and Resolution could be any batch class or
    approval process present in the SF org.
  9. Alerts on every stage completion.

Solution Component

  • Salesforce Sales Cloud
Salesforce Implementation
Salesforce Custom Application Development

Results

  1. Dynamisch designed a robust, scalable, and flexible alert engine.
  2. A rich user interface was created, which provided a smooth user
    experience and allowed the users to use natural language.
  3. Email engine whole functionality was designed to work for any type of
    industry or organization with just a few clicks of configurations in the
    org for setting it up (no need of writing heavy code after deployment).