The customer is a global listings and capital markets organization that hosts high-visibility events for customers. Their frontline team used two different tools to request rooms and add business context, which led to duplicate submissions, slow confirmations, and no real-time visibility into available slots.
In this case study, you’ll learn how we:
Centralized booking requests from EMS and Monday.com into Salesforce
Built Lightning Web Component calendars for real-time room and slot visibility
Created a booking wizard for admins and EMS users with role-based approvals
Integrated Outlook to send automatic confirmations, changes, and cancellations
Made the calendar mobile-friendly so teams could confirm on the go
The client is a physical therapy clinic specializing in non-surgical joint pain treatments. They needed appointments and patient data to stay aligned across Salesforce Health Cloud and Elation Health. They had dealt with mismatches, duplicate updates, and no easy way to change field mappings as workflows evolved.
In this case study, you’ll learn how we:
Connected Elation Health and Salesforce with a webhook integration for near real-time appointment sync
Built a secure admin interface to add, edit, and delete field mappings without code
Documented the flows and trained staff for smooth handoff and ongoing maintenance
The customer is a manufacturing provider of parts and solutions for water, gas, fire, electrical, and HVAC systems. They serve multiple sectors and rely on accurate quotes and fast responses. They had struggled with manual lead and opportunity tracking, slow quote creation, no automation for field updates, and disconnected tools for invoicing, signatures, and meetings.
In this case study, you’ll learn how we:
Implemented Salesforce Sales Cloud to automate lead-to-quote
Used Flows to auto-update fields and keep data current
Customized quote PDFs and aligned the Contract object to the business process
Structured product and variant management on Opportunities
The client is a mortgage provider focused on fast, transparent lending for purchase and refinance borrowers. They run lean teams and depend on clean data and timely borrower updates to move files forward. They had struggled with manual lead handling, duplicate data entry across Jungo, ARRIVE, and Salesforce, and inconsistent steps from lead to loan that slowed responses and created errors.
In this case study, you’ll learn how we:
Integrated Jungo and ARRIVE with Salesforce to create a single source of truth
Automated contact creation, lead creation, and conversion to loan at the right stage
Set up real-time sync so updates in one system appeared in the others
Implemented 360 SMS and email automations for confirmations, reminders, and missing info
The client runs a global conversational AI platform. They wanted a clear check of their Salesforce setup to confirm security controls, find vulnerabilities early, and meet Salesforce guidelines without slowing daily work.
In this case study, you’ll learn how we:
Reviewed authentication, access, data protection, and integrations end to end
Identified vulnerabilities and created a simple, prioritized fix plan
Aligned org settings and controls to Salesforce security guidelines with evidence
Re-tested changes to confirm hardened access and verified encryption
A Fortune 500 consumer goods leader needed a simple way to capture interest locally while keeping sign-up data clean and actionable in one place. The team wanted country-specific landing pages with localized content, direct data capture into Salesforce Marketing Cloud, and a clear post-conversion path that confirmed the action and guided users to relevant next steps.
In this case study, you’ll learn how we:
Launched nine localized registration pages aligned to language and market context.
Captured all submissions directly into a dedicated Marketing Cloud data extension.
Segmented records by country to enable faster campaign activation and reporting.
Improved the post-conversion experience with a thank you page that increased on-site engagement.
