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Building site for Community Cloud

Industry: General

Building site for Community Cloud

Laetoli aims to make a sustainable society in which the thoughts and values that are left behind continue. They shed light on value to be entrusted to the next generation that goes beyond economic rationality, and help create free finance that anyone can be involved in.

Challenge

Technical challenges in choosing the right salesforce offerings.

Solution

Setup Experience site for external users and data capture on Contact Object inside salesforce.

Results

Increased salesforce feature utilization and user adoption.

The Objective

The client wants to set up a Salesforce Experience Site for external users. They want to capture data from the external users and store it inside the salesforce. Earlier the client’s Sales team used to send the “Hearing form(excel format)” to the external users via email, after filling the form the external users would send it back and the sales team would manually enter the data into the Salesforce Account object as Individual Business Accounts.

The Solution

The client engaged with Technology Mindz to perform a detailed review and analysis of their current business logic implementation.

  • With Minimal code, we finished most of the part with features provided by the Salesforce Experience Site Builder and Flow, Lightning component.
  • Developed an Experience site for external users.
  • External users can use the site for self registration by just providing a username, password, and Email.
  • After registering they can log in to the site. On the home tab, they can choose English/Japanese.
  • The hearing form will start in the selected language where we categorized their original sheet into 5 screens.
  • The screens are dynamic as they will change according to the choices the user is selecting with the help of screen flow.
  • Created a progress bar to track the form completion along with the screen.
  • Created a save functionality that helps the users to save the form even though the form is incomplete and they can come back and start from where they left off and all the previously filled data will be visible to the user.

It also has a custom-made required fields missing feature (not the standard salesforce “require”
feature) which will let the users save the form even though the form is incomplete. Only after
populating values in all fields, the user will be able to navigate to the next screen or submit the
form but they are able to save the data.

  • After the form is submitted Status will change to “Pending review” and data will be stored in the contact object inside salesforce and the sales team is notified via email
  • The sales team inside Salesforce will be able to view the records with a “Pending Review” status by using a custom filtered list view.
  • They can either reject or approve the information submitted by the external users.
  • If the status is rejected the external users will be notified via email and they can log in to the site and make required changes as per the rejection comments added by the sales team and resubmit it again.
  • If the status is approved the external users will be notified via email and if they want to see the information submitted, they can go to the contact tab on the site and view the details.
  • For the users to see the contact detail page from the site we have created a custom Aura component and used it on the site.
  • Based on the Status the user’s record will be made Editable /Readonly
    • *New, Rejected – Editable mode
    • *Pending Review, Approved – read-only mode

This was implemented with the help of Page layouts, record types, and Flow Logic.

The Challenge

The client was facing multiple challenges like:

  • No project management setup for running the developments.
  • No use of the right tools for capturing requirements.
  • Prioritization of requirements.
  • Technical challenges in choosing the right salesforce offerings.
  • Harnessing the power of Salesforce to their benefit.

Technical Approach

For fulfilling client’s requirements, we applied the following approach:

  • Setup JIRA as a user story and project management tool, with Kanban board.
  • Setup once a week meeting for backlog grooming and new requirements gathering.
  • These meetings were also used for user story prioritization.
  • Setup Experience site for external users and data capture on Contact Object inside salesforce.
  • Used other Salesforce offerings for business process implementation.

The Benefits

After implementing the solutions client got the following benefits:

  • The client got clear visibility and control of the External user’s data capture and features.
  • The release cycle became well defined and user feedback incorporation became faster.
  • Better utilization of the Salesforce platform resulted in better user adoption.
  • Faster data integration gave clients leverage over their competitors.
  • The above changes enabled clients to serve their clients in a faster and better way.

The Results

  • Resolved the problem of scattered requirements.
  • Setting up agile project management resulted in faster feature deliveries.
  • Increased salesforce feature utilization and user adoption.
  • A satisfied client and client’s clients.