Salesforce integration with a cloud based platform
Our client is a cloud-based platform that wants a powerful platform to integrate with Salesforce.
Company
Our client is a cloud-based platform that wants a powerful platform to integrate with Salesforce.
A cloud-based platform that provides-
-
IT services for business tasks and management automation,
-
It makes use of machine learning to make the most of data and workflow
-
Helps businesses to become faster and more scalable
-
provide a wide range of product centered on business need such as-Automating applications, business management tools, customer service management tools, security management, and human resource management.
Challenges
-
Our client wants us to integrate table data of a cloud-based platform in Salesforce Custom Objects.
-
Create data in Salesforce once the record is created in that cloud-based platform.
-
Write service rules on that platform.
Solutions
-
Designed tables and their service now.
-
Created business rules on records
-
Written Java scripts to call salesforce to create API in a custom object
-
Generated an access token using username and password
-
Added functionality to synchronize records in Salesforce
Results — by the numbers
The integration with salesforce enhanced cross-team collaboration enhanced their capabilities, and took automation to the next level as well as improved visibility into recurring issues, tasks, and operations, and faster client issue resolution.
Let's build your success story
Join 120+ businesses that have already transformed with Cloudy Coders. Free consultation — no commitment, no jargon. Projects from $3K.
Projects from $3K · US timezone coverage · Response within 24 hours