Our client was a US-based startup specializing in aiding mid-market and enterprise-level companies in streamlining their sales processes. The startup aimed to facilitate its clients’ sales teams by integrating a Salesforce custom app with its website. The ultimate goal was to enable clients to formalize marketing content through templates on the website and seamlessly access it within Salesforce, thereby reducing design costs.
The startup was challenged to develop a Salesforce custom app for Sales Cloud integration with its website. The objective was to empower clients to formalize marketing materials and access them directly within Salesforce efficiently. Additionally, the company aspired to make the app available on AppExchange to expand its client base among mid-market and enterprise-level sales teams using Salesforce.
Our expert team crafted a tailored single-page web application utilizing the Lightning Component framework. This solution addressed the customer’s requirement for seamless access to its website from Salesforce solutions used by their clients. The application was designed to be compatible with Salesforce Classic and Lightning Experience UIs. The integration between Salesforce Sales Cloud and the customer’s website was achieved through REST API callouts, employing OAuth 2.0 for user authentication.
The application empowered clients to automate the design of case studies and success stories within their Salesforce solutions. This formatted content seamlessly appeared in a dedicated section of the Account and Opportunity records. The search functionality within Salesforce Sales Cloud was enhanced, allowing users to search for marketing materials based on criteria such as account name, size, deal size, industry, etc. This innovative feature ensured that relevant content related to a specific deal appeared within the corresponding Account/Opportunity records.
The delivered solution provided the customer with a tailor-made single-page web application, effectively integrating Salesforce Sales Cloud with their website. The application proved instrumental in enhancing the performance of the customer’s clients’ sales teams engaged in complex sales by providing them with pertinent case studies and success stories in a unified format. Furthermore, the application’s inclusion in AppExchange proved to be a significant benefit, generating revenue through downloads.
Our successful collaboration with the startup exemplifies the company’s expertise in addressing complex challenges within the Information Technology sector. The seamless integration of Salesforce Sales Cloud with the customer’s website not only met the specific requirements but also contributed to the startup’s revenue growth through the widespread availability of the application on AppExchange. This case study underscores our commitment to delivering innovative solutions that drive business success in the dynamic landscape of IT.