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Case Study

Customized ARR Calculations Logic
for faster Report Generation

SALES CLOUD

The Challenge

Complex logic for Annual Recurring Revenue (ARR) calculations
i
Report-generation was a time-consuming job
s
Could not run calculations that were not available in the Configure Price Quote (CPQ)
l
Updating CPQ records in bulk was inefficient
g
Running synchronous and asynchronous jobs was a nightmare

Objectives

Z

Custom Fields for ARR Calculations

Z

Automation of Renewal Processes

Z

Implement Faster Batch Jobs

Marketing consultant talking to a client

Solution

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Customized Salesforce

Simplified ARR calculations based on expedited report generation

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Bidding Process for Partners

Automated many renewal processes for opportunities without affecting the native implementation

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Salesforce Custom Interface

Converted synchronous and asynchronous jobs into batch jobs which were easier to manage and could mass update bulk records quickly