Lightning Web Components Archives

Centralized Event & Lead Management in Salesforce Sales Cloud

A flexible packaging company needed one place to record events, add attendees, create leads, and see everything on personal and central calendars. The team was switching between sheets and calendars outside Salesforce, which slowed visibility and ROI tracking.

In this case study, you’ll learn how we:

Built a Lightning Web Component to log event name, location, industry, dates, and attendees

Enabled lead creation on the event page and showed a live list of event-sourced leads

Reflected events on participant calendars and a central team calendar with a one-time setup

Enabled reporting for activity, pipeline, and ROI inside Salesforce

The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. They want this guidance to live where sellers work every day. The goal is simple. Keep users in Salesforce, surface stage-by-stage coaching on Opportunities, and make setup easy for admins.

In this case study, you’ll learn how we:

Integrated SalesGrid with Salesforce for real-time data sync

Delivered a managed package with configuration, schema, automations, reports, and dashboards

Built LWCs to show Opportunity sub-stages and to manage integration settings in Salesforce

Standardized data models and permissions to keep records clean and secure