Company
Custom Salesforce Automation
Service Used
Solution
Project Manager
David
Project Location
Project Goals
Tools Used
Their wants
Their needs
Identifying the problem
The client’s revenue tracking was hindered by:
- Time-consuming manual calculations
- Data inconsistencies across financial systems
- Difficulty integrating automation without disrupting CRM processes
The custom Salesforce solution resolved these with seamless, smart automation.
Scope of works
Custom Object Creation
Developed the “Expected Revenue Schedule” to store and track forecasted revenue for each opportunity.
Apex Triggers
Built triggers to update revenue calculations automatically upon creation or modification of opportunities.
Validation & Clean-Up
Ensured data accuracy through validation rules and regular data integrity checks.
The Plan
Created the custom object and Apex trigger (CreateOrUpdateRevenueSchedules) with logic for:
-
- Trigger control checks
- Probability assignments based on opportunity stage
- Revenue calculations and prorating over time
- Update or creation of revenue schedules as needed
Deployed into the production environment and validated trigger functionality through testing.
Rolled out company-wide and trained users on how to interpret automated revenue forecasts.
The Strategy
Used custom objects and Apex triggers for tailored automation.
Custom programming ensured alignment with specific business rules.
Applied validation and update logic to avoid duplication and ensure consistency.
Integrated smoothly with existing workflows to maintain business continuity.
The Results
This project equipped our client with a powerful Salesforce-native forecasting tool. By automating expected revenue tracking through custom Apex logic and objects, we enabled more accurate, efficient, and scalable financial operations.
The Impact
Company Team
Conclusion
Implementing the Expected Revenue Tracker in Salesforce transformed our client’s approach to revenue management, providing a robust tool that supports accurate forecasting and efficient financial management.