Implementing Audit Trail for a Bank Using Salesforce and AWS Audit trails are crucial for banking operations to ensure transparency, traceability, and compliance with financial regulations. In this case study, a Bank, aimed to implement an audit trail using Salesforce’s…
Bulk Export of Opportunity Data from Salesforce to AWS In an era of integrated platforms, businesses often rely on multiple systems to cater to different functions. For instance, while Salesforce is a powerful tool for sales and CRM, enterprises might…
Real-Time Product Catalog via Salesforce REST API Salesforce, known for its comprehensive Customer Relationship Management (CRM) solution, offers capabilities for developers to expose logic as RESTful services. In our example, a Bank called wanted to expose its POS product catalog…
Salesforce Integration with Outbound REST APIs Our client, a leading fintech offering education loans, needed a solution to sync their Salesforce platform with a third-party Loan Origination system. The third-party system exposed a suite of RESTful APIs but required OAUTH2…
Real-time Order Fulfillment Reporting Using ERP, AWS S3, AWS AppFlow, and Salesforce Introduction: Many enterprises today juggle between various platforms to ensure smooth business operations. A leading chemical manufacturer and distributor, was seeking to integrate its order fulfillment data from…
As two large organizations merged into one, we were tasked with integrating their business, products, and teams. They need to migrate their system into an automated, scalable, and real-time Sales-based CRM. This needed to support multiple geographies across their product…
Healthcare – First Responders Assessment Portal About Organization An USA-based organization provides resiliency training to First Responders who are typically subject to PTSD disorders as they encounter stressful situations. Objective Create a portal that can integrate with the existing website…
The Organization provides tech solutions for the Supply Chain with respect to Risk Management across the globe. They required a management dashboard for their Sales Automation Integrated with Marketing Automation platform. They need to migrate their system into an automated,…
Client Business Background The organization is an on-demand photography company headquartered in Paris. It provides a streamline photo editing facility, while also acting as a marketplace of photographers around the world. Engagement Background The organization provides its services through a…
The company enables online stores to build stunning native mobile apps with zero code, within minutes and helps their clients drive engagement and revenues. The Company has significantly automated its presales and sales process and given sales teams the tools…