Salesforce Sales Cloud And Salesforce Service Cloud Automated Processes And Improved Outcomes For A Solar Energy Firm

To help American households embrace the solar-energy model better and faster, the client wanted to build an enterprise application on Salesforce. For building such an application, the client wanted to partner with a Salesforce leader. Here is where we stepped in.

Owing to our deep expertise in building, customizing, and automating around Salesforce's vast product portfolio, we emerged as an ideal implementation partner. Our team of Salesforce engineers worked toward rebuilding the business application from the ground up in less than a year. We worked alongside the client's business team to build and iterate on different minimum viable products (MVPs) while catering to UI/UX feedback. We used Service Cloud to help the client handle production-specific issues in real time. Moreover, the client leveraged Sales Cloud to automate key processes. We also attended in multiple workshops with the client's team to come up with a suite of mission-critical features. Later, we integrated these features into Salesforce's built-in Project Management Tool (PMT) to fine-tune and streamline workflows.

Front-end:
Since the Salesforce application was to be redesigned, we decided to embrace a standard page layout for some pages. The standard page layout predefined the positions of buttons, s-controls, and fields. As the client was looking forward to customizing a few of the application pages, we used Lightning components and other Salesforce modules. Here are some highlights of designing the front-end of the Salesforce application.

• Re-engineered the application to make it more user-friendly
• Leveraged Aura components to make reusable units of the UI
• Made app screens more intuitive through our Visualforce expertise
• Helped end-users receive notifications via SMS and emails

Backend:
Along with customizing the enterprise-class application, the client wanted to automate backflows and process builders. For this, we followed multiple declarative and non-declarative approaches. We executed custom application programming interface (API) integrations with the client's backend system. We helped integrate multiple features that empowered the client to reap Salesforce's PMT capabilities that are freshly rolled out. Some key highlights of the project's backend are mentioned below.

• Wrote Apex codes to automate processes
• Customized SQL queries to regulate how data is managed
• Integrated the application with DocuSign, TaskRay, and SiteCapture
• Automated the process of sending notifications to consumers in real time

Development Process:
We participated in multiple workshops weekly to gain a deep understanding of the client's customers, staff, their challenges, business requirements, and its journey at large. We also interviewed key project stakeholders from the client to figure out why they wanted the new Salesforce application. Based on our weekly workshops and regular sprint meetings, we gave the client detailed suggestions on how we planned to build the new enterprise application. We even gave the client a detailed overview of how the Salesforce application will help the client embrace automation to improve its CRM initiatives. Here are a few highlights of the development process.

• Initiated weekly workshops and periodic sprint meetings to understand the project's scope.
• Planned and executed multiple sessions to get a greater degree of visibility in the client's prevailing CRM processes.
• Gained deeper insights into the client's sales pipelines and gave detailed suggestions on tweaking the sales process to maximize revenue opportunities
• Built MVPs to put the production process on the fast track to successful completion