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Upgrading the Inspection Application with Ionic and Salesforce

Business Requirements

The client wanted to upgrade their existing mobile and Salesforce application along with fixing any quality-related issues to keep in line with the mobile development and Salesforce quality standards. 

Nuage Solution 

After understanding and analyzing the client’s requirements along with reviewing the technologies used, we started working on the project. The mobile application was developed in Ionic on the Salesforce platform. The Ionic framework helped ease the adaption of the external framework which made it the ideal cross-platform development tool for this project.  And salesforce is used in the backend to create a database and administer the tasks associated with properties such as: 

We have used the Account object to save the properties or specific areas in a property to be inspected in a cluster of 10-50. To create inspections which further have work order line items that can be assigned to agents based on their properties we have used a Work order object. 

Each work order line item has to be checked with the asset record to be inspected and then create a template for a particular type of property for inspection. Salesforce Sales and Services Cloud is used with customization to develop a complete solution, which is used as a managed package to create an accelerator for the organization to conduct these inspections.  

With these customizations implemented the application obtained new features like: 

  1. Inspection Template: We developed a wizard completely dynamic in nature that is used to create inspection templates, and select questions and possible options as answers. Templates created are a set of questions that will be used to effectively inspect the property. New questions can always be added while creating a template. It has higher dynamics and is fast because the wizard is developed with lightning Aura components. 
  2. Configuration Page: There is a constant need for updating things in inspection applications as not all properties are the same. Thus, we created a configuration page that will help you to customize the templates, control notifications, asset management and many other things based on the requirement. 
  3. Versioning: With the Aura components to keep track of changes made we created a versioning tool. This helps implement versioning on objects like templates, questions and answers which work in sync with each other. 
  4. Scheduling: Salesforce does not provide direct access to its community users to the activities scheduled. To solve this problem, we developed a customized solution to assign and schedule inspections with internal or external agents. The tools work in sync with other processes and assign the agents with calendar-based events which makes it easy for them to have a check on their schedule and plan their inspection or reassign in case of contingencies. 

Technology Stack

For the Frontend for a dynamic response, we have used – Ionic1 for UI, Ionic Salesforce SDK for API calls to Salesforce, Salesforce SDK smart store for storing data locally 

We have used Salesforce in the backend to handle the entire process and administer our application 

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