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Salesforce Console- A Robust Tool for Planning Tasks with Accurate Time Estimates
The client received a Salesforce customization from scratch and improved business outcomes by optimizing procedures and boosting the team's productivity. Learn how.
About the client
The client is an award-winning global vendor of embedded and connected software products and services for the automotive industry. A leader in automotive software with over 35 years, their software powers over five billion devices in 600+ million vehicles and offers flexible, innovative solutions for car infrastructure software, connectivity & security, automated driving and related tools, and user experience.
Industry:
Project:
Automobiles and software
Salesforce integration for system enhancement and automation
From limited functionalities to streamlined efficiency, CSL delivered Salesforce Integration to drive growth to the client’s business of software automation.
The Challenge
The client's existing system needed to meet their needs in several critical areas. Their system required advanced functionalities and the ability to integrate with other technologies. Following were the issues faced by the client:
Inability to Manage JIRA Tickets from Opportunities: | The existing system does not have a streamlined process to track, update, or correlate JIRA issues. This resulted in a delay in addressing customer issues. |
Limited Functionalities with the Existing System: | Several essential features for smooth operations were lacking. This impacted overall operational efficiency. |
Assistance with Integration: | The client needed help with integrating with other essential technologies used by the team. |
Limitations with the Old CRM: | The existing CRM was outdated and did not meet the client’s growing needs. It also lacked the flexibility needed for customization. |
Access Multiple Channels with One System: | A system that can centralize access to various communication and data channels was needed. |
Requirement for Better Enhancement and Automation: | Required better enhancement and automation to streamline processes and reduce manual efforts. |
Boosting Productivity with Salesforce
The Solution
Cloud Science Labs architected an integrated solution using Salesforce. The CSL agile scrum project team developed, tested, and delivered the below critical business features.
Salesforce Tools and Technology
The CSL team used various Salesforce tools and technology to leverage the client’s current system.
1. Lightning Web Components (LWC), Apex Triggers, Custom Labels, and Process Builder per Salesforce developed Standards. | 4. Apex executes flow and transaction control statements on Salesforce servers in conjunction with calls to the API. |
2. Salesforce Lightning for the user interface. | 5. Visualforce pages and the Apex controller to provide the required customizations. |
3. Flow builder to provide a flawless flow of data and automate the process. | 6. Custom security roles to manage security and permission. |
Key Modules and Implementation
Salesforce customization from scratch.
End-to-end integration with Jira.
Mapping of Jira field with Opportunity field.
Customization and configuration.
Automation and integration.
Project Benefits
The strategic Salesforce integration and implementation helped CSL deliver the following benefits to the client. We helped with:
1. Streamlined management of Jira tickets directly from Salesforce opportunities. | 4. Limitations of the old CRM were overcome with a configurable Salesforce solution. |
2. Enhanced functionalities customized to the specific needs of the automobile software industry. | 5. Unifying access to multiple channels through a single, comprehensive system. |
3. Seamless integration with other technologies, improved efficiency, and collaboration. | 6. Improved team productivity through automation and optimized procedures. |
Conclusion
Cloud Science Labs delivered a solution that reshaped client’s business operations. The successful delivery of the project facilitated a well-designed Salesforce integration for the automotive software industry.
Are you facing similar business challenges? Cloud Science Labs can help you achieve similar results – improved efficiency, enhanced functionalities, and seamless integration with our expertise in cloud solutions. Contact us today!