The client is a global leader in anti-financial crime and fraud detection technology, operating a proprietary fraud intelligence platform integrated with Salesforce across financial institutions worldwide. As their go-to-market strategy expanded to include External Distribution, Internal Distribution, and Technology/Data Integration alliance partners, they needed a unified partner collaboration platform — built entirely within their existing Salesforce environment, without touching a single automation or disrupting the live fraud intelligence data flows underpinning their core operations.
In this case study, you’ll learn how we:
Reviewed the full Salesforce org architecture and designed a zero-disruption sharing model
Configured an Experience Cloud Partner Portal with role-based access and partner type segmentation
Exposed Leads, Opportunities, and Opportunity Products with configurable access controls per partner type
Enabled view-only, auditable access to approved sales decks, PDFs, videos, and webinar recordings
Deployed Chatter for threaded partner collaboration and Salesforce Calendar for event visibility
Configured 15 bespoke reports and 4 dashboards with full fraud intelligence data isolation enforced throughout
Delivered a fully operational partner portal in 6 weeks with a lean team of five and zero production disruption
The client is a global capital markets technology leader operating mission-critical exchange infrastructure and market surveillance platforms, with many active Salesforce users across North America. Despite an annual licensing spend of over $2.4 million on Salesforce Unlimited, the organization made zero use of native Sales Cloud or Service Cloud functionality – the entire platform had been repurposed as an engineering governance and SDLC tracking system built on 68 custom objects. Leadership had never formally reviewed the spend against actual usage, and needed a clear, evidence-based strategy with full cost modelling to make a defensible decision on the path forward.
In this case study, you’ll learn how we:
Audited Salesforce Unlimited users with zero CRM functionality in active use
Mapped all 68 custom objects to Jira equivalents and confirmed migration feasibility
The client is an educational technology organization serving schools, universities, and districts across the United States. Its stakeholders include students, guardians, administrators, and district leaders responsible for student safety, campus governance, and compliance. They needed a structured way to capture bullying incidents across campuses, support anonymous SMS-based reporting, and give administrators clear visibility into incident trends, hotspots, and repeat involvement.
In this case study, you’ll learn how we:
Enabled bullying incident reporting through 360 SMS keyword-based messaging
Auto-parsed SMS responses into structured Salesforce incident records
Captured key details such as location, description, eyewitness details, and reporter type
Configured custom Salesforce objects for centralized incident tracking
Implemented Agentforce analytics for safety summaries and trend insights
Delivered 10+ dashboards for incident trends, hotspots, and district-wide visibility
The client is a healthcare provider specializing in keloid treatment and scar removal, with consultants operating across seven U.S. regions. Patients booked consultations through the website based on location and visit preference, but the data did not flow cleanly into Salesforce. Appointment details, consultant availability, payment validation, and campaign source tracking were disconnected, making it harder to schedule accurately, process leads quickly, and understand which marketing channels were driving patient bookings.
In this case study, you’ll learn how we:
Integrated website appointment booking with Salesforce Sales Cloud
Configured consultant availability by location and schedule
Built booking logic for virtual and in-person consultations
Implemented UTM tracking for Google Ads, Instagram, Facebook, and LinkedIn
Mapped lead sources directly to Salesforce Lead records
Reduced booking conflicts, invalid payment entries, and manual scheduling effort
The client is an IT solutions and cloud services provider serving mid-market and enterprise customers. Its teams handled a high volume of customer conversations across consulting, support, and service workflows, but WhatsApp communication was happening outside HubSpot.
They needed a connected setup where every WhatsApp conversation could be captured, tracked, and managed inside HubSpot CRM, helping teams respond faster, reduce manual follow-ups, and maintain complete customer communication visibility.
In this case study, you’ll learn how we:
Integrated HubSpot CRM with WhatsApp using Meta Business API
Configured WhatsApp Business Account for structured customer messaging
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 needed a clear review of their Salesforce environment to validate controls, uncover risks early, and strengthen Salesforce security review AI application compliance without slowing daily operations. The goal was to improve readiness through Salesforce org security audit consulting and support a cleaner Salesforce AppExchange security review ISV posture.
In this case study, you’ll learn how we:
Reviewed authentication, access, data protection, and integrations end-to-end
Identified vulnerabilities and built a prioritized fix plan to reduce risk by 43%
Aligned org settings to Salesforce guidelines and strengthened Salesforce org security hardening least privilege practices
Re-tested changes to help achieve 92% stronger security readiness and 2.6x faster review preparation
