Salesforce integration with
a cloud based platform
About Company
Our client is a cloud-based platform that wants a powerful platform to integrate with Salesforce.
A cloud-based platform that provides-
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IT services for business tasks and management automation,
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It makes use of machine learning to make the most of data and workflow
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Helps businesses to become faster and more scalable
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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.
Project Challenges
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Our client wants us to integrate table data of a cloud-based platform in Salesforce Custom Objects.
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Create data in Salesforce once the record is created in that cloud-based platform.
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Write service rules on that platform.
Solutions
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Designed tables and their service now.
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Created business rules on records
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Written Java scripts to call salesforce to create API in a custom object
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Generated an access token using username and password
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Added functionality to synchronize records in Salesforce
Results
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.