About the client
The challenge
Developing an external portal in Salesforce to obtain the survey results and allow customers to sign for new events. The new Salesforce portal should include automation and should be easy to customize.
What we did
- Created a whole new portal for external users
- Designed authentication process with a customizable security level
- Added new objects to store new surveys and logic to show proper ones during portal usage
- Added possibility to sign for available events, based on custom requirements.
- Implemented complex automation for emails.
Effects
After all the changes, the clinet started rolling out their surveys for external users using just Salesforce. This increased customer satisfaction, improved the time of getting and analyzing the data. The decision process was significantly improved.
Дізнайтеся більше
