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Salesforce Solution: User Management Enhancement for Investment Services

The client received an investor portal with precise control of user permissions, enhancing security, and client satisfaction. Get to know how.

About the client: 

The client is a leading partner for global real assets, based in Germany. They offer a broad range of attractive investment opportunities to communities, that deliver long-term sustainable growth. The client also holds a prestigious prize for outstanding efforts and achievements in the real estate industry.

Industry:

Finance

Project:

Customized User Permission System with Salesforce

Cloud Science Labs enhanced portal security and precise user management through a custom Permission Set object in Salesforce.

The Challenge:

The client investor portal faced a significant challenge with user management. It granted all the users of the client the same level of access. This lack of differentiation posed a security threat to the portal's data. Also, there was a challenge with the limited functionality of the portal.


The User Login object in Salesforce (that syncs users with the portal via basic authentication and REST API) granted all users the same access level. This was a significant issue, which was needed to address.

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Improving Business with Salesforce

The Solution:

To tackle the client's problems, Cloud Science Labs developed a custom Permission Set in Salesforce. This object stores all permissions, allowing precise control over what each user can access on the portal through REST APIs. This solution helps clients efficiently manage user permissions.

Technology Used:

  1. Salesforce

  2. LWC (Lightning Web Component)

  3. APEX

  4. REST API

  5. POSTMAN

  6. Service Delivered: Development of Salesforce

The Results:

Following were the results, of the project implementation:

  1. Improved User Management: The implementation of the Permission Set object in the Salesforce, allows the client for detailed management of user permission, helping in efficient user administration.

  2. Enhanced Security: Users now have access only to the information and functions relevant to their roles. This adds to the portal's security.

  3. Seamless Integration: The use of REST APIs for synchronizing and updating the user permission in Salesforce helps get instantly reflected in real-time on the external portal. This helped keep every permission up-to-date.


Project Benefits:

The successful implementation of the Salesforce solution provided the client with a more secure, efficient, and scalable way to manage their investor portal. Following are the project benefits, the client received:


  1. Increased Client Satisfaction: The client now works efficiently with a user management system that reduces the risk of unauthorized access to data, and security breaches.

  2. Operational Efficiency: The automation of permission management reduces the client’s manual workload for administration.

  3. Scalability: The CSL-provided solution easily scales to accommodate more users and permissions as the business grows.

  4. Flexibility: The client can manage user permissions directly from Salesforce, a simplified process.

  5. Compliance: The client receives complete control to access the sensitive information and setting only authorized users have access to it. This helps the client comply with regulatory requirements and internal policies.

Conclusion:

Cloud Science Labs designed an automated investor portal with precise and efficient user management and security. The CSL team delivered a customized solution to the client’s challenges, building a flexible, scalable, and robust system that controls access to sensitive information meeting regulatory and internal policy.


Struggling with your business portal management? Contact Cloud Science Labs today to learn how we can help you achieve the same success with Salesforce!

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