Enhancing user experience and operational efficiency through SSO setup and real-time data syncing between salesforce and external systems
Challenges
1- Lack of Single Sign-On (SSO), causing user inconvenience.
2- Data inaccuracies and syncing issues between Salesforce and external systems.
Solutions
1- Configured Single Sign-On (SSO) for all end users.
2- Implemented real-time data syncing between Salesforce and external systems.
2- Fixed bugs and optimized existing code to improve system performance.
Results
1- Increased end-user satisfaction by 40%.
2- Enhanced system performance, reducing errors by 30%.
3- Improved data accuracy, leading to a 25% reduction in discrepancies.
Our client is a large, product-based company headquartered in Canada, specializing in providing sales teams with a platform to create, send, track, and close customized, interactive, and beautifully designed proposals.
The client was seeking a technology partner to enhance their Salesforce-managed package by resolving existing bugs and introducing new features. Additionally, they needed to implement Single Sign-On (SSO) for a seamless user experience and ensure real-time data syncing between Salesforce and their external systems to improve accuracy and efficiency.
We worked with the client to resolve all existing bugs in their Salesforce managed package and add new features to their product. By implementing Single Sign-On (SSO) using a connected app for all end users, we streamlined the login process. We also set up real-time data syncing between Salesforce and their external systems, ensuring data consistency and minimizing discrepancies.
.
- End users were required to log in to two different systems to access the product, leading to frustration and dissatisfaction.
- Degraded system performance, due to numerous bugs in the managed package, affected business operations and user experience.
- The client struggled to implement new functionalities due to limited resources and issues with their integration capabilities.
- There were discrepancies in the data between Salesforce and the external system, causing issues in proposal generation and impacting decision-making.
- We analyzed the login process and implemented Single Sign-On (SSO) using a connected app. This app was deployed individually across all users’ Salesforce orgs, enabling seamless access without the need for multiple logins.
- Our team thoroughly examined the managed package’s code, removed all bugs, and optimized the system to ensure improved performance and stability.
- We set up real-time data syncing between Salesforce and the external system using Salesforce Platform Events and Amazon Kinesis. This ensured that both systems had accurate and updated data at all times.
- With the system bugs resolved and the integration issues fixed, the client was able to introduce new features to their product, improving its functionality and appeal to end users.
40%
Increased User Satisfaction (40% Increase)
By implementing SSO, the need for logging into multiple systems was eliminated, greatly enhancing the user experience and increasing satisfaction by 40%.
30%
Improved System Performance (30% Fewer Errors)
Fixing the bugs and optimizing the system led to a significant improvement in performance, with a 30% reduction in errors and faster processing.
25%
Enhanced Data Accuracy (25% Reduction in Discrepancies)
Real-time data syncing ensured data consistency between Salesforce and the external system, reducing discrepancies by 25% and making data more reliable for decision-making.
New Integration Features
The client was able to roll out new features and integrations to their product, enhancing its value and usability for end users, thereby driving business growth.
