The client is based in United Kingdom and provides financial services. They offer the corporate foreign exchange, private client transactions, and retail foreign currency services. There was a need to manage the interest in the foreign exchange services for the organization with the different lead details. Tatvasoft came up with the Salesforce solution to manage the below challenges faced before and during the implementation of the solution:
- To manage the integration of the visual force form with the existing application.
- To develop a solution that is adaptive, innovative and capable of catering the needs as per the requirement.
- To manage the integration issues of the salesforce and other business applications.
- To integrate the different Salesforce API's with the existing system to maintain the sync of the existing data.
- A system which is highly secured, reliable and scalable to protect the client data.
TatvaSoft developed the Corporate Intranet web application based on Salesforce which helps the organization with the details of the lead interested in the foreign exchange services.
The core features are:
- Account creations: New accounts are created using the visual force form integrated with the website. With the validation rules defined in Salesforce, it verifies that each owner must hold the predefined number of accounts as defined for each role type
- Web-To-Lead: This feature helps to post the leads using the websites for subscription of market commentary, support or feedback directly to the Salesforce application.
- Email Templates: Separate Email templates are created using Salesforce for various notifications
- Salesforce APIs: Salesforce APIs is integrated with the existing system to sync the data simultaneously to keep data up-to-date in the Salesforce and system database. The records deleted from Salesforce are updated to the system database by integrating Salesforce API.
- Schedulers: It is run at regular intervals for Journal updates and to check and update Salesforce and system database timely.
- PDF Generations: Online registration form can be generated as a PDF
By virtue of Client's association with TatvaSoft, solution has been presented which enhanced the way toward citing as far as exertion and effortlessness. It likewise empowered the customer to offer this arrangement either remain solitary or coordinated with Salesforce. Computerized, mistake-free and quick business process came about into solid vital relationship and transformed amateur offers reps in various services.
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