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Salesforce Console: Advanced Web Application

The client received a user-friendly UI enriched with a multitude of functionalities including effective coordination and management, project assignments, and task allocation. Know how.

About the client


The client is an IT & Cloud consulting company and a certified Salesforce consulting partner offering top-notch cloud computing solutions and services. The client specializes in various aspects of cloud technology, including data integration, analytics, and workflow automation, aiming to solve complex business challenges and drive growth.

Industry:

IT & Cloud

Project:

Development of a Web Application- Salesforce Console

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The Challenge


The primary challenge faced by the client was the underutilization of resources due to a lack of effective coordination and management of employee scheduling, project assignments, and task allocation. There was an urgent need to centralize various HR-related functions within a unified platform.

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Boosting Productivity with Salesforce

The Solution


The solution designed by CSL experts focused on creating a user-friendly interface with a variety of functionalities:

User-Friendly UI: 

Designed for ease and enhanced user experience.

Employee Credential Management:

Managed employee information and streamlined the administrative process.

Advanced Task Planning:

Planned tasks with precise time estimates, team members log actual time spent, enabling real-time tracking and performance assessment.

Project Oversight:

Oversee projects, tasks, milestones, and resource allocation efficiently.

HR Management:

Includes leave applications, holiday calendar access, and attendance marking.

Advanced Reporting:

Generated reports comparing planned vs. actual hours, helping in resource allocation, precise timelines, and workforce management.


Implementation Highlight


Key highlights of the implementation included:

1. Created a user-friendly UI to improve user experience and engagement.

4. Helped with detailed planning of the team with accurate time estimations.

2. Allowed managers to oversee projects, milestones, tasks, and resources, effectively.

5. Manage leave applications, access holiday calendars, and mark attendance accurately.

3. Enable team members to log time spent on tasks for real-time tracking.

6. Generate insightful reports for planned and actual logged hours, helping optimize resource allocation and project timelines.

Key Modules


The following were the key modules of the project:

  • Employee Credential Management

  • Project and Task Management

  • Task Planning and Tracking Module

  • Human Resource Management

  • Reporting and Analytics

The Project Benefit


The CSL Console enhanced productivity and project success by optimizing resource allocation, streamlining administrative processes, and providing real-time tracking and performance evaluation for the client.


The implementation of the Salesforce Console web application, CSL successfully addressed the challenges faced by the company with a large employee base.


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