The client is a prominent European organization operating in the Banking, Financial Services, and Insurance (BFSI) industry. Specializing in financial consulting services, their mission is to assist clients in mitigating investment risks and optimizing their financial strategies.
Our client sought to minimize investment risks for its business. Their platform, designed for collaboration and data sharing in deal-making, faced a critical challenge. User needs had outgrown the existing capabilities, necessitating more personalized collaboration facilitated by new user roles. Unfortunately, budget constraints prevented the organization from upgrading to a more advanced Community Cloud edition.
The financial organization turned to us for its adept Salesforce customization services. Our team initiated the transformation by creating new custom user roles. The team devised custom sharing logic to operationalize these roles, enhancing the default sharing model for seamless data sharing among the newly established roles. Furthermore, We enabled tailored data viewing permissions for distinct user roles.
In a collaborative effort with the client’s in-house Salesforce developers operating across different time zones, Our team made new user roles seamlessly integrate into the collaboration platform. The collaborative coding process involved developers focusing on their assigned code section, preventing interference, and ensuring a smooth workflow. Automated code reviews, testing, and deployment followed the completion of individual coding tasks.
The outcome of our solution was transformative. The financial organization successfully enhanced collaboration capabilities within the existing Salesforce Community Cloud edition. The organization significantly improved client satisfaction by delivering a more personalized user experience. Simultaneously, the ROI of their Community Cloud solution increased, highlighting the effectiveness of the Salesforce customization we implemented.
In navigating the challenges posed by limited resources and a need for enhanced functionality, We emerged as a reliable partner for the financial organization. The collaborative approach, technical expertise, and efficient customization met the organization’s immediate needs and contributed to long-term client satisfaction and improved solution performance. The case exemplifies the power of strategic Salesforce customization in maximizing the value of existing technology investments.