The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. To create a unified sales workspace in Salesforce, they needed guidance to live where sellers work every day, with stage-by-stage coaching on Opportunities and simple setup for admins.
In this case study, you’ll learn how we:
Delivered a Salesforce Sales Cloud sales enablement integration with real-time data sync
Built a managed package with configuration, schema, automations, reports, and dashboards
Created Salesforce LWC embedded sales tool development to show Opportunity sub-stages and manage settings
Supported Salesforce CRM content management integration for cleaner content and sales guidance access
Standardized data models and permissions to keep records clean and secure
The customer is a powersports marketplace that connects sellers of used motorcycles, ATVs, dirt bikes, and side-by-sides with buyers. They needed to automate lead follow-up in Salesforce Sales Cloud because lead fields were not auto-updating when customers submitted vehicle details, and teams were sending emails and texts manually.
In this case study, you’ll learn how we:
Built Salesforce Flow Builder lead routing to standardize lead intake and assignment
Automated field updates when customers submitted bike, ATV, or vehicle details
Configured Salesforce automated SMS email lead follow-up for reminders and missing information
Added validations to improve lead quality and reduce manual errors
The client is a tech-enabled training and automation provider serving mid-market and enterprise teams with role-based training, vetted talent, and automation accelerators. They needed a Salesforce Experience Cloud custom training placement portal to unify partners, customers, and internal users in one branded space.
In this case study, you’ll learn how we:
Delivered Salesforce branded community portal development aligned with the public website
Created distinct role-based areas for partners, customers, and internal users
Built a Salesforce branded community portal with ecommerce checkout for smoother shopping actions
Simplified navigation and content discovery to improve portal 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, ARRIVE, and Salesforce into a single workflow
Automated lead creation, loan conversion, and data synchronization
Implemented 360 SMS for borrower updates and milestone communications
Improved pipeline visibility with real-time loan tracking and reporting
A mid-sized SaaS provider wanted to integrate visual remote assistance into Salesforce Service Cloud so agents could start and manage live video support from within Salesforce Lightning. The team needed a secure, Lightning-compatible setup to embed a remote support app in Salesforce Service Console, reduce context switching, and maintain complete session history on each Case. The goal was faster resolutions, fewer site visits, and a better customer experience.
In this case study, you’ll learn how we:
Enabled a secure Salesforce AppExchange third-party app embed
Let agents send a Salesforce SMS session link from service case records
Improved Salesforce Service Cloud case management video support with case-linked session logs
Built Salesforce Service Console customization for B2B SaaS across both clouds
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
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 needed SFMC localized landing pages by region, 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.
Built a Salesforce Marketing Cloud multi-country campaign setup for streamlined lead capture.
Captured all submissions directly into a dedicated Marketing Cloud data extension.
Enabled SFMC CloudPages regional audience segmentation for faster reporting.
Improved the post-conversion experience with a thank you page.
The customer is a premier executive events and peer-to-peer marketing firm, faced a critical challenge, data syncing issues between Salesforce Sales Cloud and Pardot that disrupted campaigns and left crucial customer insights incomplete.
In this case study, you’ll learn how we:
Pinpointed the sync errors and reduced inconsistencies by over 95%
Standardized fields across systems to ensure accurate and real-time customer data
Restored smooth Salesforce-Pardot synchronization to support smooth campaign execution
Helped Apex Assembly eliminate manual fixes and accelerate marketing efficiency
