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Jobs Ohio Jobs Ohio Lightning migration and code remediation​ Lightning migration and code remediation​ About the Client A midwest state economic development organization that uses Salesforce in their efforts to attract new businesses to the region. The Challenge Client had been using Salesforce since 2008 and had employed a number of outside consultants and inside resources to customize the org. The resulting code base and antiquated apps were not ready for Lightning and the client's decentralized workforce did not feel ready for a new user interface, particularly if it meant functionality would be lost. Org had extensive technological debt Out of date Apex code Hard coded URL’s and record ID’s Unsupported third party BPM app Custom fields with in-line styles in the labels The Solution Summit Technologies performed a thorough Health Check on the org using Lightning Readiness, Optimizer, Field Trip and other free apps downloaded from the App Exchange to quickly assess situation. Summit Developers cataloged all Apex and Visualforce classes and analyzed each for API Version Hardcoded URL's or record ID's Poorly optimized code ​ Similarly, Summit Technologies consultants analyzed Workflow Rules and Automations, Process Builders, Objects and Fields to determine if previous work had been done to best practices, and found many instances where it had not been. Installed packages were reviewed to determine what is in use and what as not. The Summit Team cataloged all of this information in a shared workbook and put together and executed a project plan to get the client up and running in Lightning in 12 weeks. Plan included Additional discovery and stakeholder interviews around an out-of-date business process management solution used to initiate new projects in Salesforce Set up Full sandbox for remediation and testing Remediation of all Apex and VF code to bring it up to current API version and resolve any other tech debt issues Created custom interview flows to replace obsolete business process management (BPM) app Optimize Lightning Page Layouts based on client needs and requirements Built new dashboards and embedded them in the Home Pages by user Profile Enabled duplicate management functionality Cleared out unused or redundant fields, reports and dashboards Coordinated User Acceptance Testing (UAT) to ensure that the solution launched seamlessly Worked with client Salesforce Admin to empower them to administer the Lightning user interface Created a user training program and trained a trainer Provided support both during and after roll-out Result for Our Client ​Success! The project was completed without any major obstacles on time. Client's Apex code is up to date and to best practices, reducing risk of errors or unexpected behavior Custom interview flows created by Summit Technologies enabled business users to quickly and accurately perform their duties while eliminating unsupported and obsolete third party solution Business users have custom dashboards tailored to their job role embedded in their home pages Business users have greater trust in the data due to duplicate management and lack of redundant fields No unexpected down time and a smooth deployment In Our Client's Words... ​ Related Summit Technologies Services let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Salesforce Data Loading Services We offer fast, efficient and repeatable Salesforce Data Import & Migration services. Load data once or many times from any source to your CRM. Price varies based on the level of engagement. Salesforce Data Loading Summit Technologies is proficient at all aspects of Salesforce data import​ and migration. Our consulting team has relevant certifications in: Advanced Salesforce Administration Platform Developer Data Architecture and Management Designer ​ Some of the services we offer: Salesforce Data Loader Scheduled and automated data loading ETL Data Extract, Transfer, Load Services Data transfer via API Data import into Standard Salesforce objects like Leads, Accounts and Contacts Data import into Custom Salesforce objects Data scrubbing Data deduping Data normalization Data governance consulting What's Included Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Discover Publications Discover Publications Salesforce Community Implementation Discover Publications contacted Summit Technologies in desperation when, after nine months, they had still not rolled out Community Cloud to their clients. About the Client Discover Publications is a multi-channel marketing innovator serving Real Estate Agents since 1993. We work with top producers coast to coast, including WSJ 400 Agents, KW Mega-Agents, and RE/MAX Platinums. Our extensive digital and direct mail program delivers award-winning customized content, simple pricing, and outstanding performance. The Challenge Discover Publications needed Community Cloud expertise - fast! They required a site to allow them to exchange information with clients to streamline their operations. They had a deadline to deliver the solution and were stuck. The Solution Developed a multi-page interview for a custom object Created a Community Home page to share to-do list items with clients Added a Lightning Component calendar for Discover Publications to create and share Events with their clients Created custom fields to collect industry specific information Unified and applied conventions to the design of the site for a more professional user interface Provided ongoing consulting as a service to ensure their Community Cloud and Salesforce implementation grows with them! Result for Our Client Salvaged a failing Experience Cloud implementation Re-established commitment to Salesforce as the application platform of choice for Discover Publications going forward Built a trusting and enduring customer relationship In Our Client's Words... From Catherine Zupan, Director of Operations: "We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!" Related Summit Technologies Services Salesforce Experience Cloud Customer Portal Quickstart Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Weldaloy, a leading producer of welding components, faced operational challenges as their customer base expanded. To enhance efficiency, they adopted Salesforce, a robust CRM platform, and took a strategic leap by seamlessly integrating PLEX ERP with the help of Summit Technologies and Commercient. PLEX ERP, a cloud-based enterprise resource planning system, proved to be a game-changer for Weldaloy. This integration not only streamlined sales and customer management but also provided real-time insights into manufacturing, inventory, and financial data. The decision to choose Salesforce Government Cloud, combined with SHIELD, ensured compliance with stringent government regulations in the industries where Weldaloy operates, offering a secure and compliant environment for PLEX ERP integration. Summit Technologies played a crucial role in configuring automations that significantly improved operational efficiency, addressing specific pain points in Weldaloy's workflow. The collaboration with Commercient facilitated a seamless PLEX Integration, ensuring effective communication between the Weldaloy and Commercient teams. Ongoing support from Summit Technologies through a Managed Services Package allows Weldaloy to efficiently manage their Salesforce Government Cloud organization and maximize the benefits of the PLEX ERP integration. This success story underscores the transformative impact of Salesforce and the seamless integration of PLEX ERP, providing operational efficiency, data compliance, and a unified approach to business processes. Weldaloy can now focus on their core business with confidence and peace of mind. Read the complete Weldaloy success story here.

Not all e-commerce solutions require a full shopping cart experience. For some of our clients who only offer a handful of products or services or whose purchasing process requires a wizard-like interface to gather information from the customer, an e-commerce solution like Commerce Cloud or Shopify may be overkill or unable to meet their needs. Luckily there are a few apps out there that allow credit card payments to be taken on the Salesforce platform, including Salesforce customer, constituent or partner portals built on Experience Cloud. We are able to build customer checkout experiences using Salesforce Screen Flows or products like FormAssembly. Payments are then records in the Salesforce CRM where full CRM users have the ability to take payments manually, handle refunds and more. Since the payments are Salesforce records in the CRM, they are available for reports and dashboards. We have used a number of different Salesforce apps to build out this functionality and our current favorite is Chargent. Read more about our services setting up payment processing in Experience Cloud portals here.

By Shannan Hearne, Summit Technologies Marketing Specialist Management theorist and consultant, Peter F. Drucker (of Drucker-School of Management fame) used the acronym SMART to define and structure success metrics for setting goals. Specific—You can define the goal in a clear and precise manner. Measureable—You can assign a number or checkpoint to the goal. Achievable—You can actually attain the goal. Relevant—You can apply the goal to your work or your plan or your larger initiatives. Time-bound—You can set a certain time period to achieve the goal. Want to work smarter? I would propose that you rewrite your goals one more time with SMARTER goals instead of SMART goals. What do the last E and R stand for? Evaluator and reward. It is a good idea to have a team or individual who makes the judgment call that the goal is achieved rather than still a work in progress and for best possible team and organization buy-in don’t just show a percentage or number but show how it impacts the organization in the long run. The evaluator may or may not be a member of the team who brings the goal to life. But the evaluator should be well versed enough in the goal and its implementation to identify whether it was completed successfully and met its measurable criteria. The reward is an integral part of the evaluation and the drive behind the goal. What is the reward to the business or team or organization when the goal is completed? SMARTER goals are a key to achieving success - in marketing, in digital transformation, and in life.