Engineering delivered before Vertex Infinite was formed

Manufacturers and consumer-goods companies managed quantity-based, revenue-based, and growth-based rebate programs by hand — slow, error-prone, and impossible to scale across memberships and payout periods.

Managed package with a rebate program & qualifier data model, automated payout-period and invoice generation, membership management, and LWC dashboards over asynchronous Apex calculation engines.

Cleared Salesforce Security Review and published on AppExchange. Automates the full calculate → approve → payout cycle for multi-type rebate programs.

Admins and business users needed to export and mass-modify data across standard and custom objects with custom formatting — without developer help or complex manual processes for every request.

Dynamic object and field metadata engine that renders any object into configurable list views, with custom formatting, one-click CSV export, and a governed bulk-modification framework.

Cleared Salesforce Security Review and published on AppExchange. Serves education, financial services, and healthcare & life-sciences orgs.

Salesforce list views cap the fields a team can see at once; operations teams needed 15+ fields, inline editing, and spreadsheet export without leaving the record page.

Custom-settings-driven configuration where admins register any object with its fields; an LWC grid renders the extended view with inline editing and Excel export.

Cleared Salesforce Security Review and published on AppExchange as a free productivity tool.

Sales and service teams switched between Salesforce and external messaging apps, losing conversation history and record context for every customer text.

Twilio integration with threaded two-way conversations on records, bulk and outreach campaigns, dynamic personalization from field data, centralized credential/number management, and permission-set-based access control.

Cleared Salesforce Security Review and published on AppExchange with trial and subscription licensing.

Teams already running on Salesforce still managed delivery in external project tools — duplicated data, disconnected reporting, and no single view of programs, phases, and tasks.

Native data model for programs → phases → tasks with Gantt chart visualization, resource allocation, time-entry tracking, phase/task cloning for template workflows, and reporting dashboards.

Cleared Salesforce Security Review and published on AppExchange with freemium licensing.

A distribution business ran customer, inventory and quoting on systems that did not talk to each other — order-to-cash was slow, pipeline visibility was poor, and several approval and asset-intake workflows were still manual.

Connected customer, inventory and quoting data model with real-time stock tracking and holds, quote-to-order generation, order-to-cash automation and performance dashboards — maintained across two related managed packages built on different licensing models.

Both related packages live on AppExchange and running in production.

A healthcare operation tracked medicine suppliers and recurring medication requirements in fragmented records — no unified view of which regular medicines were needed, from which supplier, on what cycle.

Structured supplier and medicine catalog data model with recurring-requirement tracking, supply records, and automated workflows around regular medicine needs.

Unified supplier and medicine-requirement data into one governed system supporting day-to-day supply decisions.

Managers needed recurring data snapshots from Salesforce without building reports by hand each cycle — and admins needed a safe way to compose the underlying queries visually.

Custom SOQL Query Builder LWC components composing governed queries, with an export engine that packages results and delivers them to the selected users or managers on schedule.

Recurring report delivery without manual export work; query building moved from code to clicks.