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How Cost-Effective Salesforce Community Cloud Customization for a Financial Consulting Firm

Salesforce community cloud
salesforce community cloud
Client Success Story

Industry: Financial Consulting Firm

Business Model: Investors, Agents, and Manufacturing Units

Location: NY, USA

Tools

Salesforce Community Cloud, Salesforce Apex, JavaScript, Chart.js, Visualforce

Timeline

19 Months

Outcome: We provide clear financial guidance and practical solutions to help businesses manage risks, improve strategies, and achieve their goals with confidence.

Client Overview

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.


Key Challenges Faced By Financial Consulting Firm

1. Limited User Roles and Permissions

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.

2. Restrictive Data Sharing Settings

Application hard-sharing rules provided by standard Salesforce sharing model were not enough to cater for the data sharing needs of the firm.

3. Budget Constraints

Due to Salesforce not having the features integrated and built in the lower editions, a switch to a higher edition of Salesforce was impossible.


Solutions

Wrinom Solutions provided a cost-effective Salesforce solution to maximize platform functionality without exceeding the client’s budget:

1. Custom Salesforce Development

Created unique user roles and access rights for investors, agents and manufacturing units.

Allowed role-specific access to key features to improve its functioning.

2. Enhanced Sharing Rules in Salesforce

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.

3. Permission Granting Mechanism

Integrated a special permission control mechanism to allow accurate permission grants.

Effectively solved the firm’s specific business needs using secure methods.

4. Rigorous Testing and Quality Assurance

Conducted thorough testing to validate all customizations.

Ensured the platform maintained seamless Salesforce collaboration across all user groups.


Tools and Technologies Used

1. Salesforce Community Cloud

2. Salesforce Apex

3. JavaScript

4. Chart.js

5. Visualforce


Results Achieved

1. Enhanced Salesforce Collaboration

It is also important to understand that investor, agents, and manufacturing unit employees are now supported by the role-oriented tools.

2. Cost Savings

Avoided the need for expensive upgrades, making it a truly cost-effective Salesforce solution.

3. Improved Platform Functionality

Sustained critical processes while providing enhanced collaboration features.


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