Case Study: Field History Retention Policy(Tech)
Problem:
- Default Field history data is retained for up to 18 months, but business need is 10 years of field change history data retention
Solution:
- Enabled Field History tracking for required fields
- Customized std. APEX package to allow the data retention policy rules for 10 years to take effect
Results:
- Business can retain Field History Retention data for Accounts, Opportunities and Contracts for upto 10 years
Case Study: Reports Using Visualforce (Tech)
Problem:
- Dynamically generate maint/install WO reports, based on case number for Field Service technicians.
- Different geographical regions have different requirements
Solution:
- Regular SF reports do not have the formatting capabilities needed, so used Visual Force templates to build ‘Work Orders’ reports
Results:
- Field Service reps generate client/job specific report reducing errors
- Achieved end-to-end cycle from request to client signoff
Case Study: Code Coverage
Problem:
- Custom code had coverage below 75, so could not be moved to PROD.
- Adherence to standards and perform issues were detected
Solution:
- Tuned/re-developed the custom code for performance improvement, standards adherence and improved Coverage to 82%
Results:
- CPU timeouts were eliminated.
- Improved performance/reduced latency, by cleaning up the code and adhering to standards
