Roman Hentschke
Salesforce Archtitect
Erfahrungen
Salesforce Architect
Integration of Google Maps APIs (Geocode and Timezone) for automatic conversion of working hours based on start and end addresses. Apex-based time zone management that considers the time zones of the technician and the customer. Creation of Screen Flows to facilitate the recording and calculation of working hours for technicians. Automatic conversion of times recorded in local time to the time zones of the technician and the customer to correctly calculate billable hours. Support for freely entered locations or locations from the Service Appointment.
Salesforce Architect
Implementation of an Apex-based solution to automatically read contents from structured emails and map them to case fields. Use of Custom Metadata to manage flexible and configurable mappings. Support for individual mappings per sender or customer to process different email formats. Configurable and extensible solution for admins to easily add new fields, customers, and changed email body structures. Training of end users and administrators.
Salesforce Architect
Integration of DeepL API for automatic translation of texts directly in Salesforce. Creation of a managed package for easy implementation and maintenance. Use of Custom Metadata to flexibly configure source fields, target fields, and the target language. Support for various field types such as Text, Rich Text, and others. Automatic saving of translated content in the defined target field within Salesforce.
Salesforce Architect
Introduction of CRM Analytics with integration of data from Microsoft Dynamics and Salesforce Sales Cloud. Development of dashboards that combine ERP data (invoices, orders) and CRM data (opportunities, quotes). Provision of daily updated sales metrics for all levels, from the sales team to management. Implementation of whitespace analyses to identify potential new target groups for product lines. Users can track and compare their personal sales targets and progress in real-time.
Salesforce Architect
Development of an Unlocked Package to extend the Salesforce Sales Cloud. Implementation of a configurable solution with Apex Sharing to enable manual sharing of records from any standard or custom objects. LWC integrated into the Record Detail UI, allowing users to flexibly share records with specific groups. Setup option to configure which custom objects can be shared with which groups, ensuring maximum flexibility and control for the customer.
Salesforce Architect
Development of an Apex-based solution that returns the label of a picklist field in a specified language, independent of user translation. Support for standard and custom picklist fields through API value query. Integration into Visualforce Pages for PDF generation in the desired language. Utilization of platform caches to improve performance and avoid repeated data queries. Delivery as a Second Generation Managed Package to ensure easy installation and updates.
Freelancing Salesforce Architect
- Requirements management: from idea to implementable solution
- Configuration and administration of Salesforce Sales Cloud, Service Cloud and adjacent systems
- Design and implementation of solution architectures
- Design and implementation of complex data models
- Development of custom solutions in APEX, LWC and Flows
- Integration of third-party systems via interfaces
- Management of extensive Salesforce environments with focus on automated deployment
- Takeover and rescue of complex or failed Salesforce projects
- Technical project management
- Salesforce training in German and English
Salesforce Architect
Conducting numerous workshops to understand the client's requirements and demonstrate various solution possibilities in Sales Cloud. Implementation of a complex data model that allows the client to independently manage their data (assets, customers, contracts, etc.) later on. Development of a visual asset overview (from building to workstation) using Apex and LWC. Training of end users and C-level management to ensure smooth usage and administration of the system.
Salesforce Architect
Analysis of the current state of the Salesforce implementation, module by module, to identify errors and incomplete areas. Derivation of action recommendations: Decision between repair or complete rebuild of modules, based on existing problems. Advising the client's internal IT department on the best approach to remediate and improve the existing implementation. Implementation of repairs and completions to existing modules to ensure a functioning implementation. Gradual introduction of a sensible architecture to ensure long-term stability and scalability.
Salesforce Architect
Development of a managed package for advanced search in large data sets. Support for any number of filters, even across object hierarchies. Dynamic filters based on the running user for automatic pre-population. Implementation with Apex and LWC for seamless integration into Salesforce. Custom Metadata for flexible configuration of search filters, searchable fields, and result columns by admins. Adaptation to the Salesforce look and feel to ensure a unified user experience.
Salesforce Architect
Implementation of a fully configurable Salesforce solution based on APEX, LWC, Custom Meta Data, and Custom Settings in combination with time-controlled jobs that consider the desired deletion rules. Dynamic consideration of dozens of objects in Salesforce related to personal data. Configurable anonymization patterns for every field type known in Salesforce. Configurable deletion patterns with temporal reference. Administration interface in Salesforce.
Salesforce Architect
Conducting numerous workshops for customer consultation and planning a highly functional implementation while adhering to Salesforce best practices. Implementation of the entire process using standard configuration, quote versioning, and pricing through integration with Microsoft Dynamics. Implementation of dozens of integrations between Microsoft Dynamics and Salesforce, including synchronization of products, availabilities, order process, and invoicing. Configuration of an automatic CI/CD pipeline based on Git and Gearset. Conducting numerous training sessions for end users and C-level executives.
Salesforce Architect
Generic implementation of a configurable Calculation Engine based on APEX, LWC, Custom Meta Data, and Custom Settings in combination with a sensible data model using custom objects. Preparation of the solution for easy addition of further calculation steps as well as for controlling their dependencies and sequences. Creation of numerous configuration interfaces for master and transaction data maintenance for the calculation. Introduction of a logging framework for easy evaluation. Connection to various third-party systems such as ERP, commodity exchanges, etc.
Salesforce Architect
Conducting an extensive requirements workshop. Analysis and documentation of the current state, followed by deriving recommendations for successful implementation. Building a new configurable and maintainable, as well as error-free and scalable integration between Salesforce and the customer's ERP system. Conducting workshops and training sessions.