
Case Study
Customized ARR Calculations Logic
for faster Report Generation
SALES CLOUD
The Challenge
Complex logic for Annual Recurring Revenue (ARR) calculations
Report-generation was a time-consuming job
Could not run calculations that were not available in the Configure Price Quote (CPQ)
Updating CPQ records in bulk was inefficient
Running synchronous and asynchronous jobs was a nightmare
Objectives
Custom Fields for ARR Calculations
Automation of Renewal Processes
Implement Faster Batch Jobs
Solution

Customized Salesforce
Simplified ARR calculations based on expedited report generation

Bidding Process for Partners
Automated many renewal processes for opportunities without affecting the native implementation

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