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Implementation of Conga Composer and building a master template for scheduling, payroll and invoicing through extensive Apex/VisualForce Code

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Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.

Toronto Office
1050 King Street West
M6K 0C7

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Company Profile

Founded in 2009, Urban Flats Toronto offers furnished rental suites with contemporary design themes, located in the heart of the city. Relax and enjoy your extended stay of 30 days or more with many of the comforts and conveniences of home, all delivered at significant savings over a hotel stay. Locations are selected for their premium quality and easy access to the financial, business, entertainment districts and the downtown core hospital network. Our residential suites are privately owned and feature fitness centers, parking, and security.

The Challenge

Prior to implementing Conga Composer, integrated with Salesforce Sales Cloud, Urban Flats’ scheduling department would copy all of the pertinent opportunity information into a spreadsheet and send it to an Administrator to create an Excel-based schedule and related invoice. This manual process created conflicting schedules, data errors and a drop in customer service levels. In addition, Urban Flats utilized several different spreadsheet formats and stored them locally on the company’s network, which made managing and finding them difficult.

The Solution

Urban Flats, with consulting firm App Solve, spearheaded the implementation of Conga Composer and through extensive Apex /VisualForce Code helped Urban Flats build a master template for scheduling, payroll and invoicing, that would populate with data from the Opportunity record and other custom objects in Salesforce. Additionally, App Solve provided a re-optimization solution to go along with Urban Flat’s new automated invoicing and scheduling system. Organization specific rules such as disallowing duplicate data and security hierarchies were created specifically for Urban Flats to ensure that even when information is inputted manually or in a time crunch– it will be as accurate as possible.

The Results

Combining Conga Composer with a customized Visualforce solution developed by App Solve has reduced the time Urban Flats agents spend entering manual data and time spent correcting data errors. The integration of Urban Flats proprietary information system consolidates resources and improves turnaround time, and using schedules is also much easier now that the entire process is in Salesforce.

The App Solve team is very knowledgeable about the Salesforce product and took the time to understand our business needs with respect to process, tasks, and reporting. The end result is a customized system that lets all members of our team share information about our guests and more effectively manage their stays in our furnished rental suites.

Kerri Golden


Urban Flats Toronto

Products Utilized

Sales Cloud

As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.

Services Provided

Custom Coding

We make customization solutions simple. Through custom coding, your business can make your Salesforce org even more useful and responsive to your customers.

Rescue Project

If your business needs changed, your first implementation didn’t go well, or you’ve gone through an acquisition or merger, a Salesforce re-implementation will allow your team to get back on the right track.

What Our Customers Are Saying

Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.

Digitcom Telecommunications Inc.

"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."

Craig MacAdam, CFO | Lift North America

"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."

Dawn Jones, Director of Marketing | Kraun Electric Inc.

"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."

Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company

"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."

Simon Dealy, CEO | HIRE Technologies

"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."

Aaron Jones, CEO | Kraun Electric Inc.

"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"

Anthony Schermer, Senior Account Executive | Accounting Seed

"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."

John Chiaramonte, Senior Business Development Executive | Enwave North America LP.

"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"

Sierra Hayes, Operations Manager | Dream Local Digital

"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."

Chris Haase, President | Environmental Products Group

"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."

Gregory Kennedy, Controller | Generis

"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."

Lee-Anne Golden, Managing Director | Urban Flats Toronto

"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"

Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions

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