Salesforce Implementation Case Study
Company – Independent, client service-oriented investment boutique. Industry – Finance/Investment. Solution – Programming. Technology – Salesforce. The work was split into two parts:
- Community for end users and Internal part for admins.
- Integration of two heavy API integrations related to client product pricing.
The Сlient came to us with a legacy code but without any documentation. Knowledge transfer was not made, so our Salesforce team had to build almost everything from the very beginning. The client was not an expert in Salesforce, so our main goal during the first development iteration was to get as2 many details about the client’s business as possible. Then, we had to work closely with the Client daily to deliver the exact product client was waiting for. That was our second big goal among all others. Both mentioned goals have been reached.
RESULT
“Achieved almost 40% cost saving.”
TECHNOLOGIES USED
Native Salesforce Apex Language, VisualForce, SOAP and REST APIs, JavaScript and SQL/SOQL DB, Custom Lighting components, Ant, Data Management.
RESULTS ACHIEVED
Code stabilization. When we received the legacy code, we were surprised. The Client’s complaint was similar – they paid a lot to get a fully ready Salesforce solution for their business, but it turned out to be a waste of time. The ongoing challenges were the lack of quality resources, high labor costs, high attrition rates, and failure to retain knowledge. As a result, the company decided to tackle these challenges by outsourcing software development to GeeksForLess.
Reducing the number of production issues. The initial solution needed to be more stable to make the Internal part open for the management and business development team. The GFL Salesforce team has heavily modified it to prevent issues from happening.
ITIL processes. GeeksForLess has implemented industry best practices processes and flows tailored to Client’s requests and needs. This allowed us to streamline communications, clearly assign ownership, and effectively handle complex incidents and problems.
Re-engineering the entire platform using the modern technologies stack. When we got access to the code, it was discovered that the whole platform had been created using SF Classic Framework, which is old, slow, not ready for mobile, and wouldn’t receive any SF updates in the future.
We decided to rewrite all major parts using Salesforce Lightning. As a result, we built a new, fresh, and progressive framework. The community part has been built from scratch using Lightning as well.
Reporting. Daily and weekly reports were created to highlight the systemic flaws and address the patterns in the technology malfunction.
API Integrations. During the development, we have integrated huge APIs into SF, including Bloomberg, BNP, and Société Générale. They were related to prices and products provided by these financial structures.
“The products ensure customer security and are relevant in a competitive field. GeeksForLess’ extensive team operated well within scheduling and budgetary guidelines. Their collaborative and professional approach is worthy of praise, and their work's complexity and quality is impressive”