Simon Jensen - Salesforce Solution Architect
Key Projects
Below are some previous client's projects. These are just a few of my older projects. I am / have been involved in multiple projects involving B2B and B2C commerce, paid support experiences, enterprise invoicing interface components, and unmanaged client package development whose details I am not able to document at this time.
Experience Cloud
Lightning Flow Component
External Integration
Salesforce Connect
The Problem(s)
1. As part of a larger project, a client needed graphical elements in an experience cloud flow to submit a medical RX to manufacture dental solutions the client needed in a presentation format familliar to the dooctors.
2. The client also wanted the doctors submitting the orders to be able to see the status of their case as well as realtime manufaturing updats.
The Solutions
1. I created a simple lightning web component that was configurable from within the flow builder. Based on inputs from the submission flow the end user would be shown a diagram of potential implant/extraction sites and the resulting tooth string would be passed back to the flow for eventual submission via API to manufacturing.
2. With the complexity of the sumbmission and review processes, we implemented dynamic chatter following by the client and staff users as records and related scans were reviewed and a color coding system so the client could easily see the status of their request. For Client's manufacturing updates, I built a custom LWC component that queried an external object and presented the order's components and the clinet could view them whenever they opened their order in the community.
Experience Cloud
Salesforce CMS
Online Training
The Problem
As part of a larger project, a client has scientists registering for projects and programs on site as well as completing reservations and project submissions in their community implementation. As a second phase of the project, they wanted to the ability to make various types of training courses available and required for visitors. The solution needed to be higly flexible due to the client's continued growth and development, yet managable by staff with no developer resources.
The Solutions
Leveraging Salesforce CMS content, custom objects and some Flows, I implementated a solution that allows the client to upload training information. Present the training to clients in a CMS Component controlled by the images and information uploaded by the client. I also implemented the ability to set flags and dates on training type records, thus the client can configure how and when trainings are required by visitors. Quizzes and scoring was handled by screenflows and simple enough that the client could update and maintain certification reqirements and easy reporting of any vistor's training status.
Custom API
User Accessibility
The Problem
An insurance broker client needed to be able to integrate their quoted policies in a third party tool. However, with the complexities of the policy reqirements agents needed be able to review the latest integration results and adjust their policies as needed.
The Solutions
I built a queue object in Salesforce and when records met apropriate criteria they were added to the queue and then processed by scheduled Apex jobs that parsed the client's policy architecure and transformed it to conform with the third party REST API. Once the API kicked back the result, the returned response was processed and the queue object was populated with the status and any remote errors returned converted to staff legible formats and the origin policy was linked to the integration result.
The Result
The client's staff is now able to see when a policy is queued for integration in the third party software and directly from their policy see if there are any changes required to conform with requirements in the external system.
Administrators can easily scan all API results and find larger systemic issues, and with a couple of tools instantly reprocess any record as well as manage all previous integration results.
Custom REST API
Salesforce Community
Process Automation
Geolocation
Long-term Client Relationship
The Problem(s)
The client was a rapidly growing organziation with 115 chapters and chapter membership was assigned via zip code which resulted in lots of constant maintenance and made maintaing active membership lists impossible. With such fluid membership information, local chapter captains were unable to communicate effectively with their members.
The Solutions
1. With their specific needs, ISV Geomapping solutions were insufficient, so I built a visual boundary management tool on top of open source mapping software, within Salesforce that allows for precise mapping and a hiearchy of boundaries (ie. chapters within chapters). Additionally, I created a custom REST API endpoint so that the website team could query and get precise results.
Within the tool the client can view all their existing members on the map while adjusting the boundaries.
2. We created a partner community for the chapter captains, so they can see their current membership, create and post new events, and send email communications to their members (Marketing Cloud).
3. Working along with the website / mobile app development, I created an outbound REST API integration based of a series of TDTM Triggers so Salesforce stayed the source of truth and their external web app recieved real time updates as the data in Salesforce changes updating chapter details, events (campaigns), event attendance, and membership information.
The Result
The client is experincing rapid acceptance of their new mobile platform and has expanded to 240 chapters and sponsored groups. What was an initial website and SF implementation project now includes their custom mobile apps, corporate sponsored chapters, activity groups and more, yet still maintains Salesforce as the source of truth. The successful initial implementation project has led to 5 years of continual improvements and a co-presentation at Dreamforce.
Salesforce Community
Lightning Component
Complex Processes
The Problem(s)
A client had outgrown their original volunteer management solution and evolved into a very complex system of internal processes. They needed a highly customized community experience and we worked with a third party design agency to refine the Lightning community expierience.
The Solutions
1. Calendar - I created a series of LWC components that wrapped around a modified 3rd party open source Javascript calendar (SimpleCalendar.js) and managed search and the data shuttling to the Salesforce backend.
2. Customized Recommendations - Data displayed to the volunteer user in custom lighting components utilize a complex weighting and recommendation algorithm so the end user sees results tailored to their experience.
3. User Journey - The volunteer dashboard, lets the volunteer at a glance view their statistics, engage with the volunteer shifts they've signed up for, along with an extensive progressive profiling system using native Audiences to help engage the volunteer more and more.
The Result
The client was able to replace their main website with a public facing community, entirely data driven by their Salesforce instance. Internally, we were able to generalize several of the components for re-use for future clients.
Salesforce Portal
Visualforce / HTML
Equipment Rental
Evolving Client
The Problem(s)
The client has a large library of equipment and studios available to their producers (members). Managing the ammount of assets and creating the proper reservations had become unmanageable due to the complexites of keeping track of who had what equipment at any given time.
The Solutions
1. The Dashboard - the site is based on a Salesforce Portal (pre community but still functional) made of Visualforce pages and Apex. I've been engaging with the client on and off for several years and it has gradually evolved to be an effective tool for a producer to pitch a show and episodes and manage their equipment rentals.
2. Availability - Using custom Apex, Visualforce and Javascript a producer's access to equipment is determined based on time, certification and potential availablity.
3. Asset Conflict Management - I created a visual representation of all the equipment rentals that a producer is requesting for an episode, so the producer can easily see what time ranges that some of the equipment is not available, making it easier for them to plan their production schedule.
The Result
The client has a portal that has evolved as the needs of the producers have changed, yet still keeps the entire process within Salesforce, from producer dues, show planning and rental contracts all being driven by the same data.
Salesforce Community
Lightning Component
E-Commerce
Data Unification
The Problem(s)
I have worked with several different child sponsorship organizations; however, their problems are, in general, very similar.
Gathering data from their remote agencies and processing them so as to allow sponsors
to view specific details about the children they're supporting as well as encouraging them to sponsor further.
The Solutions
1. Data consolidation - Working alonside other team members we established new fundamental busness practices utilizing a combination of both native and external tools so that agency representeives from all over the world could see which data from which of their children was due and submit it easily.
2. Sponsorship Community - I created custom lightning components that allow sponsors to view details and updates and recieve notifications about the children they're supporting, as well as reply to the child's letter with a note and additional gift.
3. Sponsorship Site - I created a Salesforce Site that renders an organization's available children and lets staff specify specific sort options and highlighting mechanics all cotrolled from the data within Salesforce. Sponsorship automation ties the entire process together so the end user goes from supporting a child to having a community user created with access to their supported children and access to a payment histroy summary that they can print for tax purposes.
The Result
By having reusable components and using third party tools we were able to create appealing communites and child sponsorship pages that let us deliver bespoke looking yet reusable solutions that in turn has led to long term engagments with the client as additional functionalty as needed.