Experience cloud site creation for a non-profit organization
Our client is an organization that has pioneered the modern movement of patient-centered care. Their work is a touchstone for a new world when the vision becomes a reality, not just in islands of excellence but in the whole land-mass of health care.
The client had an existing community built on .net and wanted to migrate it to Salesforce to manage all the data on a centralized platform. The client was also looking for customizations and automations on the Experience cloud to enhance efficiency and increase convenience of the members.
We created a community site on the Experience cloud and migrated all the existing users to the Salesforce community. We created a profile registration and login page, integrated various functionalities, installed multi-factor authentication and did a lot of internal customizations as per the client’s requirements.
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The client was previously having a community website on another platform which led to difficulty in managing data across two different platforms (Sales cloud and .net).
Manual process of creating contacts and records of community members into Salesforce upon user registration.
Lack of a framework to validate the Email Ids of members to verify their membership.
Ineffective management of the memberships of community members and controlling their access to learning programs and resources.
The absence of a system to verify a user's active or inactive status resulted in inefficient membership management.
- Built a community site for the client on Experience cloud. Migrated all the users individually (around 10k users) from the existing platform to the Salesforce community.
- Created a login and registration page through Experience cloud. Configured it with Salesforce to store all the records automatically in Salesforce.
- Created a system in which different profiles were assigned to different users once they register themselves on the basis of which they had access to different programs and learning resources.
- Integrated ZeroBounce API and set an interval to validate the email ids of the members to verify their membership.
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Consolidated data: Enhanced convenience since the Experience cloud was integrated with Salesforce which consolidated all the data in one single platform.
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Increased productivity: Increased productivity across the organization since Experience cloud made the digital transformation easy by integrating CRM data and uniting it with Sales cloud.
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Increased convenience in the verification process: Multi factor authentication made the process of verifying the user’s active or inactive status efficient and convenient.
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Scalability: The integration of a system to oversee community member profiles, memberships, and resource access offered the organization scalability.
