Implementing Audit Trail for a Bank Using Salesforce and AWS Audit trails are crucial for banking operations to ensure transparency, traceability, and compliance with financial regulations. In this case study, a Bank, aimed to implement an audit trail using Salesforce’s…
Bulk Export of Opportunity Data from Salesforce to AWS In an era of integrated platforms, businesses often rely on multiple systems to cater to different functions. For instance, while Salesforce is a powerful tool for sales and CRM, enterprises might…
Real-Time Product Catalog via Salesforce REST API Salesforce, known for its comprehensive Customer Relationship Management (CRM) solution, offers capabilities for developers to expose logic as RESTful services. In our example, a Bank called wanted to expose its POS product catalog…
Salesforce Integration with Outbound REST APIs Our client, a leading fintech offering education loans, needed a solution to sync their Salesforce platform with a third-party Loan Origination system. The third-party system exposed a suite of RESTful APIs but required OAUTH2…
Real-time Order Fulfillment Reporting Using ERP, AWS S3, AWS AppFlow, and Salesforce Introduction: Many enterprises today juggle between various platforms to ensure smooth business operations. A leading chemical manufacturer and distributor, was seeking to integrate its order fulfillment data from…
As two large organizations merged into one, we were tasked with integrating their business, products, and teams. They need to migrate their system into an automated, scalable, and real-time Sales-based CRM. This needed to support multiple geographies across their product…
Client Business Background The organization is an on-demand photography company headquartered in Paris. It provides a streamline photo editing facility, while also acting as a marketplace of photographers around the world. Engagement Background The organization provides its services through a…
The Organization provides software solutions for the Supply Chain. They require to integrate their Marketing Automation with their Salesforce® CRM. This needed to support multiple geographies across their product lines. Client Business Background The company is a high-tech company providing…
The software development & service consultant company required technology to build an employee development management system. They also required a platform to track employee performance and to monitor its overall development. Client Business Background The client is an IT product…
Extending the functionality of NPSP to proactively allow creation of donor records on the fly or apply payments to an existing opportunity record. Client Information The client is a US-based Service Provider focused on products and solutions for Non-Profit organizations,…