We are a comprehensive Benefits company looking for a Salesforce Developer to help build out and complete our migration from legacy systems.
The primary goals include:
• Migrate existing GoldMine, Pension Portal and Call Center functions into Salesforce
• Help migrate existing GoldMine, Pension Portal and Call Center Data into Salesforce
• Data integration with existing Relius solution
• Build custom Reports & Dashboards


 

Hi All,

First off thank you to everyone for taking the time to read and help me out. With no prior experience I was put into a Salesforce Admin roll about two years ago. Now, with limited resources I have been tasked with a project that I believe will require Apex. Below I will try my best to explain what we would like to do.

I have two custom objects CMD Project (CMD_Project__c) and CMD Project Bidder (CMD_Project_Bidder__c)
CMD Project Bidder is a related list of CMD Project
 
CMD Project holds construction project information and CMD Project Bidder are the companies bidding to complete the projects.
 
Our potential clients (Accounts/Leads) are the companies bidding these projects.
 
The source of the project and bidder information provides a unique Company Id
 
I am hoping to use this unique Company Id to relate projects to Accounts and Leads, so that we will be able to see who is activly bidding construction projects. I would like for this to be automated so that anytime a CMD Project, CMD Project Bidder, Lead, Account is created or updated the projects companies are bidding will show up on a related list.

Once again thank you to all for taking the time to help out, please let me know if you have any questions for me or need additional information.