Document

Easy RollUp for Education Industry

Introduction

                    Industry
                
 Education

                    Products
                
Easy Rollup

                    Capabilities
                
Build and Implement

Our client is an educational institute which provides courses to students. They were running different campaigns and storing diverse leads based on their responses. Also, they had several sets of courses and enrollment was based on various criteria.

Project Challenges

Some challenges faced by them are:

Time Consuming Operations: Performing manual operations on large data sets is time-consuming. Student records, accounts, and reports require different processes to be performed accordingly and efficiently. Monitoring all this data will require extra effort and manpower, making it more inefficient.
No Visual Representation: With scattered data, it becomes very challenging to extract and visualize data. Data visualization becomes important when dealing with large data sets to study useful insights.
Unable to get meaningful insight and feedback: It isn’t easy to get the required insight and perform different operations on a large unorganized data set. Getting useful data for student analysis is vital.
Getting data average: Sometimes it is very important to get an average among the data sets. Salesforce does not provide an in-build average as a rollup summary data type. It can only be implemented by applying the proper formula every time.

                Project Challenges
            

                
            
Some challenges faced by them are:
Time Consuming Operations: Performing manual operations on large data sets is time-consuming. Student records, accounts, and reports require different processes to be performed accordingly and efficiently. Monitoring all this data will require extra effort and manpower, making it more inefficient.
No Visual Representation: With scattered data, it becomes very challenging to extract and visualize data. Data visualization becomes important when dealing with large data sets to study useful insights.
Unable to get meaningful insight and feedback: It isn’t easy to get the required insight and perform different operations on a large unorganized data set. Getting useful data for student analysis is vital. 
Getting data average: Sometimes it is very important to get an average among the data sets. Salesforce does not provide an in-build average as a rollup summary data type. It can only be implemented by applying the proper formula every time.

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

Cost effective and time-saving: To help our clients, we introduced them to an AppExchange application developed by Cyntexa called Easy Rollup that helped them save time and implement the customized filter on massive data sets and tailored filters without any additional manual effort or manpower.

VIEW COMPLETE SOLUTION

                 Project Solutions
            
We implemented the following solution to overcome the above challenges for our client:
Cost effective and time-saving: To help our clients, we introduced them to an AppExchange application developed by Cyntexa called Easy Rollup that helped them save time and implement the customized filter on massive data sets  and tailored filters without any additional manual effort or manpower. 
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Data sorting increased by

80%

Customer satisfaction increased by

70%

Better insight helped increase productivity by

70%

Client Review

Easy Rollup Reduced Time and Efforts

Easy Rollup has significantly changed the process of creating roll-up summary fields in Salesforce. Installing and implementing this application in our organization has not only reduced the time and effort required to create roll-up summary fields, but has also benefited us in terms of data visualization, data export and seamless data processing.

star star star star star

Also View Our Latest Case Studies

Reach Us OutWe are just a message away.
Email Us
[email protected]

                            SAN FRANCISCO

                            584 Castro St #2120 

                                    San Francisco, 

                                    CA 94114-2512

                            +1 628 262 4010
                        
                            INDIA
                            
                            15, Scheme No. 8 

                                    Maharani Farm, Durgapura,

                                    Jaipur 302018

                            +1 628 262 4010
                        
                                 First Name*
                                
                                 Last Name*
                                
                                 Email address*
                                
Code*

                                 Phone *
                                
                                 Company Name*
                                
Interested In*
Message*
                                 
+Add file
(Only one file can be uploaded)

                                    Yes, send me a Mutual NDA (Non-Disclosure Agreement)
                                     
x

                        +Add file
                    
(Only one file can be uploaded)

                         Yes, send me a Mutual NDA (Non-Disclosure
                        Agreement)
                        
Reach Us OutWe are just a message away.
Email Us
[email protected]
                            
                            SAN FRANCISCO

                            584 Castro St #2120 

                                    San Francisco, 

                                    CA 94114-2512

                            +1 628 262 4010
                        
                            INDIA
                            
                            15, Scheme No. 8 

                                    Maharani Farm, Durgapura,

                                    Jaipur 302018

                            +91 96100 98885

For Career Related Inquires-
                            +91 96100 98883