Overview

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.

people_alt

Assigned experts

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

people_alt

Assigned experts

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

timer

Timespan

  • 6 months of implementation
  • maintenance and support

timer

Timepan

  • 6 months of implementation
  • maintenance and support

work

Industry field

  • IT Services

work

Industry field

  • IT Services

Solution

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.

Technology Stack

  • .NET Core
  • AngularJS
  • TypeScript
  • Bootstrap
  • Salesforce REST API
  • MS SQL
  • PostgreSQL
  • On-premises hosting.
Integrated Tool to Manage Salesforce Instances. Case Study

Achievement

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 requireв.

timeline

Optimization

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

speed

Performance

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

timeline

Optimization

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

speed

Perfomance

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

How to Meet a Trading Platform Business Needs by Integrating With Zoho CRM How to Meet a Trading Platform Business Needs by Integrating With Zoho CRM

How to Meet a Trading Platform Business Needs by Integrating With Zoho CRM

Integration with Zoho CRM for a trading platform is the case from our expertise when we’ve built a web application to meet specific business needs and show relevant data for traders.
Read More keyboard_arrow_right
Building a Parser To Visualize Operational Data for Trading Platform Clients Building a Parser To Visualize Operational Data for Trading Platform Clients

Building a Parser To Visualize Operational Data for Trading Platform Clients

Read a business case when the development of a parser helped a trading platform to visualize operational data for clients’ dashboards.
Read More keyboard_arrow_right