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
A manufacturing brand wanted to revive inactive leads and understand what each prospect cared about. The team needed segmented nurtures, clear scoring, and reliable tracking for external links, all connected to Sales Cloud for faster follow-ups.
In this case study, you’ll learn how we:
Segmented prospects by interest and buying intent
Built Engagement Studio programs with emails, forms, and landing pages
Set scoring rules to surface high-intent records and suppress low quality
Created custom redirects to track external links and attribute traffic
Synced qualified activity to Sales Cloud for sales-ready context
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 tech-enabled talent, training, and automation provider serving mid-market and enterprise teams, delivering role-based training, vetted talent, and automation accelerators to streamline operations and improve customer experience. They had a fragmented experience across partners, customers, and internal users, inconsistent branding, and multi-step buying, so they needed a branded community portal with role-based areas and a simple shopping cart to keep users in one place.
In this case study, you’ll learn how we:
Designed a branded community portal that matched the public site’s look and feel
Created distinct areas for partners, customers, and internal users with role-based access
Built a shopping cart so customers could add items and continue without leaving the portal
Simplified navigation and content discovery to boost engagement
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
A mid-sized SaaS provider wanted agents to start and manage live video support from within Salesforce Lightning. The team needed a secure, Lightning-compatible embed, zero context switching, and complete session history on the Case. The goal was faster resolutions, fewer site visits, and a better customer experience.
In this case study, you’ll learn how we:
Embedded the remote assistant with Lightning-safe components and approved connectivity
Enabled agents to send SMS invites, open secure session links, and assist directly from the Case
Logged images, recordings, and timestamps to each Case for audit and follow-ups
Delivered one consistent flow for both Sales Cloud and Service Cloud
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
