Industry: Financial Consulting Firm
Business Model: Investors, Agents, and Manufacturing Units
Location: NY, USA
Salesforce Community Cloud, Salesforce Apex, JavaScript, Chart.js, Visualforce
19 Months
Outcome: We provide clear financial guidance and practical solutions to help businesses manage risks, improve strategies, and achieve their goals with confidence.
A NY, US headquartered financial consulting firm, operating across several locations, required enhancing its Salesforce Community Cloud solution to support collaboration of the investors, agents, and manufacturing units involved in the deal completion process securely. To overcome such issues, user management issues, Salesforce collaboration issues and to avert costly upgrade the client had options for Salesforce Community Cloud customization solutions.
Historically, the system was not as versatile as it needed to be within a default Community Cloud framework to handle particular roles on its own.
Application hard-sharing rules provided by standard Salesforce sharing model were not enough to cater for the data sharing needs of the firm.
Due to Salesforce not having the features integrated and built in the lower editions, a switch to a higher edition of Salesforce was impossible.
Wrinom Solutions provided a cost-effective Salesforce solution to maximize platform functionality without exceeding the client’s budget:
Created unique user roles and access rights for investors, agents and manufacturing units.
Allowed role-specific access to key features to improve its functioning.
Implemented the advanced sharing logic as overrides to the default settings.
Assisted in protection of the fine-grained data based on roles and groups of a user in a specific network.
Integrated a special permission control mechanism to allow accurate permission grants.
Effectively solved the firm’s specific business needs using secure methods.
Conducted thorough testing to validate all customizations.
Ensured the platform maintained seamless Salesforce collaboration across all user groups.
It is also important to understand that investor, agents, and manufacturing unit employees are now supported by the role-oriented tools.
Avoided the need for expensive upgrades, making it a truly cost-effective Salesforce solution.
Sustained critical processes while providing enhanced collaboration features.
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You may also connect with us by mail at info@wrinom.com
