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Streamlining BNPL Operations with Salesforce Automation and Integration

Discover how TrueSolv helped a BNPL provider optimize merchant data synchronization, financial workflows, and risk management in Salesforce — automating rate adjustments, payment tracking, and compliance, and delivering advanced dashboards for actionable insights and stronger relationships.

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Platforms

Sales Cloud, Experience Cloud, Marketing Cloud Account Engagement

Industry

Finance

Country

USA

Challenge

The client, a BNPL (Buy Now, Pay Later) service provider, required seamless synchronization of merchant data between Salesforce and a partner portal, automation of lead and opportunity workflows, and optimized support processes. Financial complexity included dynamic rate management, payment tracking, and compliance with country-specific regulations.

Solution

  • Integration & Financial Sync: Merchant statuses, transaction histories, and payment terms were synced between Salesforce and the partner portal to ensure consistent data flow.
  • Financial Workflow Automation: Automated adjustments to merchant rates based on performance and location. Products and financial terms were assigned dynamically based on merchant categories and countries. Automated payment reminders were sent, and unqualified leads were moved to inactive status.
  • Risk & Support Automation: Financial discrepancies triggered case creation, task assignments, and opportunity updates. Risky transactions and unusual merchant activity were flagged for review.
  • Productivity Enhancements: Autoplay logic streamlined task assignment and lead management, reducing manual intervention. Team assignments were optimized to distribute workloads fairly and manage temporary exclusions (e.g., for vacations).
  • Custom Features for Finance: Public forms were created for document updates and feedback submission. Custom reports combined financial and operational data, using batch-based logic to handle large datasets.
  • Compliance & Security: The solution ensured compliance with BNPL regulations, with automated notifications and updates for merchant agreements and financial terms.

Results

  • Streamlined Financial Operations: Automated processes for rate management, payment tracking, and overdue reminders reduced manual effort.
  • Improved Risk Mitigation: Fraud detection workflows and compliance notifications enhanced financial security.
  • Optimized Merchant Relationships: Dynamic financial terms and automated communication strengthened merchant trust and engagement.
  • Actionable Financial Insights: Advanced dashboards provided visibility into key performance metrics and compliance adherence.
  • Enhanced Productivity: Autoplay logic and team assignment tools minimized bottlenecks in financial review and approval processes.

Technologies

Validation Rules

Apex

LWC

Flows

Platform Events

Contact us

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Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help.

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Get your free Consultation now!

Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!

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