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Salesforce community cloud customization for financial organization

Industry: Financial Services

Salesforce community cloud customization for financial organization

One of our leading financial service providers in Amsterdam, the Netherlands who was already working on Salesforce Community Cloud-based solution to provide investors and manufacturers with a streamlined platform for deal-making looking for more personalized collaboration. Technology Mindz came up with the customized Salesforce solution to make things according to the client’s needs.

Challenge

Limitation in providing a personalized solutionwith limited functionalities causinglack of customer satisfaction.

Solution

Created new custom user roles in Salesforce community cloud with a modified sharing model.

Results

Achieved customer satisfaction by providing personalized business needs with enhanced collaboration and increase in ROI.

The Objective

Client was a financial consulting service provider who helps their clients with minimizing investment risk. He was managing the complete business activities with the Salesforce community cloud-based solution where he was facing challenges due to limitations in providing personalized collaboration. In addition, he was also looking for a new user role which was not possible with the existing community cloud-based solution.

The Challenges

  • Limits in providing a personalized solution
  • Personalized different user roles
  • Limitation in the work under default Salesforce community cloud-based solution
  • Limitations in delivering the enhanced collaboration capabilities
  • Lack of customer satisfaction
  • Time oriented process with limited functionalities

The Solutions

  • Created new custom user roles in Salesforce community cloud
  • Modified the default sharing model by creating custom sharing logic, it helps in making the new custom user roles functional
  • Enabled the data sharing between newly created roles.
  • Enabled setting up data viewing permissions for different user roles individually
  • Modified the code to make new user role appear as a native within the collaboration platform
  • By testing the complete code, Technology Mindz’ team merged it with the previous solution so that it can smoothly work on the required functionality
  • Use of technologies and tools like Salesforce Community Cloud, APEX Code, JavaScript, Chart.js, Visualforce.

The Benefits

  • An advanced solution to work as per client’s need
  • More personalized solution for the customers
  • Customized platform to manage the business process smoothly
  • Increased in work efficiency of the organization
  • Easy collaboration and data sharing platform

The Results

  • Achieved customer satisfaction by providing personalized business needs
  • Significant reduction in time with an easy and centralized platform for all business needs
  • Delivered enhanced collaboration capabilities for users
  • Increased in ROI