Published: Aug 26, 2020
Country - Global
Team - 4 Experts
4 Experts
Industry - Commerce
Time - 6 Months
6 Months


Our client is a software vendor that develops IT management software and helps its clients implement and configure it. The company also integrates provided software with third-party solutions.

Salesforce is one of such solutions that many businesses need integration with. So, implementing the IT management software, the company analyses the business processes of a client. While defining solutions to automate business processes, a software vendor offers its clients tools integrated with Salesforce. Our client helps set rules, exceptions and notifications for Salesforce to fit customers' companies' needs.

Salesforce configuration and integration allows tailoring business-specific scenarios. For example, a salesperson contacts a new customer for the first time, and Salesforce automation may offer several possible scenarios to continue the communication. If a customer makes an order, a salesperson closes the deal and makes after-purchase calls to build loyalty and initiate upsells. If a customer is not ready for a first buy, sending follow-ups or additional promotions may help a customer make a choice.

As a software vendor, our client helps with configuring sales flows and scenarios in Salesforce and sets rules, exceptions and notifications to fit companies’ needs.

Assigned experts

  • 2 Front-end developers
  • 1 QA engineer
  • 1 BA


  • 6 months of implementation
  • maintenance and support

Industry field

  • IT Services


Our client deals with multiple Salesforce instances on a daily basis. Each customer has its own Salesforce instance and the set of rules configured for this instance. To operate successfully, businesses should be flexible and companies often change business processes to meet new challenges.

The amount of such instances corresponds to the number of companies that use our client services. And the IT services provider should manage, support and maintain all the client’s Salesforce instances. Administering multiple Salesforce instances one by one is a time and resource-consuming process. The company needs a tool to configure rules en masse for various distributed Salesforce instances without continuous logging in and logging out.

We've used Salesforce REST API to create an integrated solution to manage rules, exceptions and notifications of multiple distributed Salesforce instances. The tool’s functionality comprises managing different Salesforce instances from one place, configuring rules, sending flexible requests exceptions and setting notifications via a unified interface.

Integrated Tool to Manage Salesforce Instances. Case Study

Technology Stack

Salesforce REST API
On-premises hosting
.NET Core


The development of an integration Salesforce solution with a convenient UI and unified functionality has decreased efforts spent on managing multiple distributed Salesforce instances for different customers.

Using one tool integrated with Salesforce to configure rules, request exceptions and set notifications for many customers also prevents errors and confusion.

Companies can address challenges of the continuously changing business environment and flexibly manage Salesforce instances via our developed tool integrated with Salesforce as often as require.



A delivered integrated Salesforce solution creates a single place to configure rules for multiple distributed Salesforce instances.


A unified tool integrated with Salesforce for the management of different separated Salesforce instances saves time and resources.

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