Customer engagement platform

Photo: Customer engagement platform

Services & Solutions

Business challenge:

Our mission was to implement a solution to generate leads related information from the third-party platform.

The client has a web portal tracking marketing campaigns data from companies across various domains. It has connectors to all popular social networks and third-party platforms to share data. The only solution that was not supported at that time was Salesforce.

Solution

Managed Package implementation

Our specialists built Managed Package that is available at AppExchange. After the Salesforce installation and going through Wizard configuration, the solution was connected to the client’s platform via REST API.

Accounts and leads data transfer to Salesforce

The appropriate records were created and updated. In addition, custom Visualforce inline pages display specific Account/Lead activities right on the record’s layout.

Business value

  • Extension of the third-party support list;
  • Increased generation of new leads.

Recent work

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