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.
Limitation in providing a personalized solutionwith limited functionalities causinglack of customer satisfaction.
Created new custom user roles in Salesforce community cloud with a modified sharing model.
Achieved customer satisfaction by providing personalized business needs with enhanced collaboration and increase in ROI.
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.
- 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
- 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
- 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
- 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