Sale Force

The customer is US based having an online Customer Relationship management on SalesForce.com site. He work in close cooperation with US Loss Mitigation Services, Inc, headquartered in Virginia, to stop home foreclosure all across America. They specialize in out-of-court resolutions of government and non-government mortgage delinquencies or home foreclosure claims for homeowners. Using creative and oftentimes un-conventional methods, all well within the Code of Federal Regulation guidelines; they stop the home foreclosure process.

More Details

Project Name: SalesForce
Prepared by : Somesh Vaidya
Organization: Prism Software Ltd.
Date created: 15-Jan-2006
Table of Contents
Introduction System Description
Project Scope System Feature 1
System Feature 2
Overall Description External Interface
Client Requirements
Our Approach
Technology Used
User Interfaces
Software Interfaces
1. Introduction
1.1 Project Scope
The customer is US based having an online Customer Relationship management on SalesForce.com site. He work in close cooperation with US Loss Mitigation Services, Inc, headquartered in Virginia, to stop home foreclosure all across America. They specialize in out-of-court resolutions of government and non-government mortgage delinquencies or home foreclosure claims for homeowners. Using creative and oftentimes un-conventional methods, all well within the Code of Federal Regulation guidelines; they stop the home foreclosure process.
2. Overall Description

2.1 Client Requirements
Client specialize in out-of-court resolutions of government and non-government mortgage delinquencies or home foreclosure claims for homeowners. They want to manage all the data on salesforce.com CRM application. They have a very specific information requirement from their clients. Click http://us-loss-mitigation-advantage.com/apply2.htm too see details of information required to be submitted to US Loss Mitigation Services for foreclosure hearing. All this data should to be stored in salesforce application. From salesforce application the data should be submitted to US Loss Mitigation Services department in proper format. Any client should be able to fill data in http://us-loss-mitigation-advantage.com/apply2.htm and on submission this data should be added to salesforce.com application for further processing.

2.2 Our Approach
The whole site is devided into 2 parts

1. User Side apply2.htm form created on clients website to enable users enter all valid information for foreclosure. On submission data is inserted into salesforce application using Web Services APIs from sforce. API integration with php is done to process data from html form.

A custom object is created on sales force to store data for foreclosure clients. All the custom fields same as those in html form are created in custom object to store all required data. Some SControls are created to manage data submission on US Loss Mitigation Services govt. department. SControl will format all the data and submit to Mitigation website. Custom tabs are created to make quick access to the custom objects created. These tabs loads custom objects quickly.

2.3 Technology Used

Database SalesForce Database
Server / Environment OS Linux / Unix
Application Server Apache
Client Side Scripting HTML, XML, Cascading Style Sheets, Javascript
Additional Modules SForce API for integration with Sales force
Page Coding and Layout Macromedia DreamWeaver, HTML,XML, Cascading Style Sheets.
3. System Description

3.1 System Feature 1
A custom object is created on sales force to store data for foreclosure clients. All the custom fields same as those in html form are created in custom object to store all required data. Some SControls are created to manage data submission on US Loss Mitigation Services govt. department. SControl will format all the data and submit to Mitigation website. Custom tabs are created to make quick access to the custom objects created. These tabs loads custom objects quickly.

Following broad modules are created for smooth management of the site.

XML Request Generator
The web services use SOAP protocol for data transfer. All the data is sent in an XML format to and from the SForce server. An XML request Generator module is created to create any XML request to be sent to SForce. All the required parameters are passed in an array. This module will process all the parameters and creates a valid XML request to sent to SForce server.

XML Parser
This module parses XML response data from SForce web Service API to display data in simple human readable format.

Api Session Module
Sforce web services works in following manner. User sents their authorized username and password in XML request to Sforce. On authenticating username and password API server sets a session for the user and passes the session id in XML response to user. For any further interaction with SForce API user has to send SessionId with every XML request. XML processing and SessionId parsing is done in this module.

ApiBase module
This module calls all the API functions on SForce to process data from html form. it calls other modules to create XML requests and parse XML response to show data in readable format.

4. External Interface

4.1 User Interfaces
Following are some of the screen shots which give a brief introduction of what we have developed along with brief description.

Home Page
SalesForce.com home page showing all the custom objects created in the current application.

Custom Tabs created in Salesfore. These Custom tabs loads respective custom objects

Different Custom S- Controls created in Salesforce Application. Custom S-Control helps in processing and integration Salesforce data with other applications. One can use s-control to open different website or application by passing parameters from SalesForce database. Like the Fed Ex Kinko’s Locator displays nearest FedEx Kinko’s store using clients zip code stored in SalesForce database.

Custom Object for storing data for foreclosure clients. Custom fields stores all data required to be submitted to US Loss Mitigation Services for foreclosure application.

Report section to view how many applications are submitted to US Loss Mitigation Services for foreclosure. Select From and to Date and click Run Report to view all the application submitted during that period.

Following Screen shows Lead Layout and all the Custom S-Controls. The Create LM Application S-Control creates a new record for Foreclosure application using all data from lead object.

Database Updater Utility
Screen shot displaying information after the Custom Application data is submitted to US Loss Mitigation Services dept.

Orders Management
Webform for entering Foreclosure details for users. This data is submitted to sales force using WebService APIs provided by SForce. Web Service API integration is done using php.

4.2 Software Interfaces
SForce API for integration with Sales force for submitting data from website to SalesForce database using php as scripting language.