Salesforce PLG Funnel Setup for Martech SaaS
A UAE-based Martech platform was running product-led growth with no CRM visibility. TrueSolv set up the full PLG funnel in Salesforce in 3 weeks, lifting trial-to-paid conversion by 55%.
Salesforce & Stripe integration for subscription billing
How a UK-based Fintech SaaS automated MRR tracking, renewal alerts, and churn detection by connecting Salesforce with Stripe.
From HubSpot to Salesforce in 4 weeks
A 25-person B2B Analytics SaaS team outgrew HubSpot after closing their Series A. TrueSolv migrated the full CRM to Salesforce in 4 weeks — zero records lost, pipeline visibility up 40%.
AI-Powered Email Helper for Salesforce Sales Agents
AI-Powered Email Helper for Salesforce Sales Agents Discover how Truesolv helped a leading EdTech company boost sales productivity and customer engagement by implementing an AI-powered email assistant inside Salesforce. The solution automated email thread summarization, generated consistent and professional replies, and provided sales reps with a user-friendly interface. This reduced time spent on manual communication and ensured tone alignment across the team. More cases Platforms Service Cloud, Sales Cloud Industry Education Country USA Challenge A B2C edu tech company was experiencing inefficiencies in their lead engagement workflow. Sales agents struggled to keep up with long email threads, often spending excessive time reading through past conversations to understand the context before replying. Additionally, inconsistent tone and messaging across replies led to fragmented customer communication. Key challenges included: Time wasted reviewing lengthy email chains for each lead. Inconsistent responses from different agents. Low adoption of email best practices, especially among new or junior sales reps. Solution To streamline this process, our team implemented an AI-driven Sales Agent Email Helper using ChatGPT integration inside Salesforce. The solution was delivered as a custom Lightning Web Component (LWC) placed directly on the Lead record page. Core features: Automatic Email Summary: When a lead was opened, the LWC scanned the related email thread and sent it to ChatGPT with a predefined summarization prompt. The agent immediately saw a concise, readable summary of the previous interactions. Reply Text Generator: Agents could input a short prompt or goal (e.g., “follow up on pricing”) and the component generated a professionally written email draft via ChatGPT, which could be copied or edited. User-friendly Interface: The component supported quick edits, message regeneration, and summary refresh with minimal clicks, designed for non-technical sales reps. Architecture highlights: Backend Apex controller handled secure API calls to ChatGPT (via middleware where needed). Predefined prompt templates ensured tone consistency and compliance with internal communication standards. Permission settings ensured only authorized users could access the AI assistant. Results After deployment, clients saw measurable improvements in sales productivity and lead engagement quality. As a Positive feedback from the sales team, who found the assistant “like having a writing coach on every lead.” Technologies Apex LWC ChatGPT Rest API CSS JavaScript HTML Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Streamlining Contract and Voucher Management with Sales Cloud and SAP Platforms: Sales Cloud, SapIndustry: EnergyCountry: USA Discover how TrueSolv automated contract and voucher management for a global energy company by integrating Salesforce with SAP, reducing errors and improving service efficiency. Learn more → Streamlining Financial Services Intake and Advisory with Salesforce FSC Platforms: Financial Services CloudIndustry: FinanceRegion: USA See how we unified client data and automated intake, enrichment, and compliance for a U.S. financial firm using Salesforce Financial Services Cloud, enabling consolidated views, faster onboarding, optimized leads, and full regulatory compliance. Learn more →
Enhancing Quote Management with Salesforce Automation
Enhancing Quote Management with Salesforce Automation Discover how we at TrueSolv reimagined Quote management in Salesforce by building a custom table wizard. This allows sales teams to quickly view, edit, and organize Quote Line Items, apply instant updates, and generate version-controlled PDFs. This streamlined process improved accuracy, reduced manual work, and enabled faster deal turnaround. More cases Platforms Sales Cloud, Experience Cloud Industry Technology Country USA Challenge Salesforce users faced inefficiencies and a lack of clarity when managing Quote Line Items on a Quote record. The absence of a streamlined and intuitive interface led to difficulties in creating, updating, and deleting Quote Line Items. This manual and fragmented process hindered productivity and made it challenging to keep track of product data effectively. Furthermore, generating and saving customized PDFs from the Quote record with specific data (such as headers, footers, and versioning) was a cumbersome task, requiring extra steps to ensure the correct information was captured and saved for future reference. Solution To address these challenges, we implemented a fully custom Table Wizard on the Quote record page. We also designed to enable users to create, update, and delete Quote Line Items seamlessly. This wizard functions as an interactive table, where each row represents a Quote Line Item record, allowing users to perform CRUD operations directly within the interface. Additionally, a custom action was introduced on the Quote record page to generate a Visualforce page. This page renders as a PDF containing additional data in the header and footer, capturing essential Quote information like creation date, Quote name, and version number. Once generated, the PDF is automatically saved, with a naming convention that includes the creation date, Quote name, and version for easy tracking. To further enhance user experience, the table wizard was equipped with features to highlight and adjust rows and sections in various colors. This functionality helps users focus on critical information, streamlining the process and ensuring that attention is given to the most relevant Quote Line Items. Results The implementation of the custom Table Wizard and Visualforce PDF generation significantly improved user efficiency and accuracy in managing Quote Line Items. With the ability to create, edit, and delete Quote Line Items directly on the Quote record page, users no longer had to navigate through multiple screens or perform repetitive tasks. The automatic saving of customized PDFs with version tracking streamlined the process of generating quotes, ensuring that the most up-to-date information was always captured and easily accessible. Users also benefitted from the enhanced table features, which allowed them to visually prioritize important Quote Line Items, reducing errors and boosting productivity. As a result, the solution led to faster quote creation, improved data management, and a more efficient quoting process overall. The integration of custom functionality into Salesforce empowered users to focus on higher-value tasks. Moreover, leading to better decision-making and improved customer satisfaction. Technologies VisualForce pages Apex Triggers LWC Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases AI-Powered Email Helper for Salesforce Sales Agents Platforms: Service Cloud, Sales CloudIndustry: EducationRegion: USA Discover how Truesolv helped a leading EdTech company boost sales productivity and engagement with an AI-powered Salesforce email assistant that summarizes threads, generates replies, and provides a user-friendly interface. Learn more → Transforming Healthcare Operations with a Customized Salesforce Solution Platforms: Service Cloud, Experience Cloud, CPQIndustry: HealthcareRegion: Europe Discover how Truesolv successfully streamlined appointment scheduling, billing, patient records, and secure nurse access in Salesforce, greatly improving efficiency, accuracy, and patient care. Learn more →
Advancing BNPL Operations with Salesforce Automation and Integration
Advancing 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. More cases Platforms Sales Cloud, Experience Cloud, Marketing Cloud Account Engagement Industry Finance Country United Arab Emirates 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 Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Streamlining Subscriptions and Payments with Experience Cloud Platforms: Sales Cloud, Experience CloudIndustry: FinanceCountry: USA See how TrueSolv’s Experience Cloud solution streamlined subscriptions, payments, and engagement — integrating Stripe and Google Analytics, and adding a guest portal to boost onboarding and growth. Learn more → Unifying Legal Data Management with Salesforce Integration Platforms: Sales CloudIndustry: LegalCountry: USA Discover how TrueSolv optimized legal workflows for DocketWise and Pintas & Mullins with a bi-directional Salesforce integration — enabling instant data sync, automated alerts, enhanced security, and actionable insights. Learn more →
Unifying Legal Data Management with Salesforce Integration
Unifying Legal Data Management with Salesforce Integration Discover how TrueSolv optimized legal workflows for DocketWise and Pintas & Mullins by creating a powerful bi-directional Salesforce integration with their external platforms, enabling instant data sync, automated alerts, and stronger security. The solution broke down data silos, cut manual work, improved compliance, and delivered actionable insights. More cases Platforms Salesforce Sales Cloud Industry Legal Country USA Challenge DocketWise and Pintas & Mullins (P&M) relied on disparate systems to manage critical legal and client-related data. Key challenges included: Fragmented Data: The absence of a unified system made it difficult to synchronize client information, legal matters, invoices, and charges across systems, resulting in inefficiencies and potential errors. Lack of Real-Time Updates: The inability to track updates in real-time led to inconsistent data across platforms, hindering collaboration and operational transparency. Manual Notifications and Reporting: Manual email notifications and reporting processes were time-consuming and error-prone. Limited Security and Governance: Custom security and data models were needed to ensure compliance and user access control. Solution A robust 2-way synchronization between Salesforce and external systems (DocketWise and Pintas & Mullins) was implemented to streamline data management. Key technical solutions included: Integration of Key Objects: DocketWise: Synchronized contacts, matters, invoices, and charges with Salesforce’s accounts and Litify package objects (Matter, Transaction, and Resolution). Pintas & Mullins: Enabled bi-directional sync for Leads (Intakes) and Accounts (Parties) in Salesforce, ensuring updates to specific fields such as Incident Address and Notes were consistently propagated. Custom Synchronization Logic: Scheduled Apex Classes: Two scheduled Apex classes were developed to ensure near real-time data consistency between systems. Delete Algorithm: Using unique identifiers, the integration safely removed records without affecting data integrity. Automation and Notifications: Automated email notifications triggered by changes to key objects like Intakes and Matters, ensuring timely communication with stakeholders. Custom Security and Data Models: Developed a tailored security model to meet data access requirements. Designed a data model optimized for legal operations to align with organizational needs. Enhanced Reporting: Created comprehensive reports to deliver actionable statistical insights, improving decision-making. Results The integration achieved significant operational improvements: Seamless Data Management: Bi-directional synchronization ensured consistent and accurate data across systems, eliminating redundancies and reducing errors. Real-Time Updates: Near real-time data syncing enhanced transparency and collaboration between teams, fostering greater efficiency. Time Savings Through Automation: Automated notifications and streamlined reporting reduced manual effort, enabling teams to focus on higher-value tasks. Improved Security and Compliance: A robust security model safeguarded sensitive data and adhered to governance standards. Actionable Insights: Custom reports provided valuable statistical information, driving informed decision-making and strategic planning. This Salesforce integration transformed the way legal data was managed, bridging gaps between systems and delivering a unified, efficient, and secure solution. Technologies Apex Docketwise LWC Litify package Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Transforming Healthcare Operations with a Customized Salesforce Solution Platforms: Service Cloud, Experience Cloud, CPQIndustry: HealthcareRegion: Europe Discover how Truesolv successfully streamlined appointment scheduling, billing, patient records, and secure nurse access in Salesforce, greatly improving efficiency, accuracy, and patient care. Learn more → Streamlining Quote Management with Salesforce Automation Platforms: Sales Cloud, Experience CloudIndustry: TechnologyCountry: USA See how we transformed Quote management in Salesforce with a custom table wizard — enabling quick edits, instant updates, and version-controlled PDFs to boost accuracy and speed deals. Learn more →
Enhancing Knowledge Access & Collaboration with a Custom Slack Bot for Salesforce-based KMS
Enhancing Knowledge Access & Collaboration with a Custom Slack Bot for Salesforce-based KMS Discover how TrueSolv integrated a Salesforce-based Knowledge Management System with Slack by developing a custom Slack bot and admin interface — enabling instant article search, real-time notifications, and seamless admin control, all within Slack. The solution boosted team productivity, simplified management, and scaled knowledge sharing across the organization. More cases Platforms Salesforce, slack Industry Technology Country USA Challenge Client created the Knowledge Management System and wanted to improve team collaboration and simplify access to its knowledge platform directly within Slack. The goal was to enable users to quickly search for knowledge articles, receive important notifications, and manage system settings without leaving Slack. The main challenges included creating a seamless user experience, ensuring secure access, and providing easy-to-manage administrative controls. Solution To meet these goals, a robust and user-friendly integration was developed, focusing on accessibility, efficiency, and ease of management: Slack Bot Integration: A custom Slack bot was designed to provide direct access to KMS features within Slack. Using simple commands, users could search for knowledge articles, receive real-time updates, and easily share information with their teams. The bot presented results in a clear and interactive format, ensuring an engaging and efficient experience. Admin Page: A dedicated administrative interface was created to manage the bot’s settings. Through this page, administrators could configure Slack workspace connections, manage notification preferences, customize the bot’s name, and set personalized welcome messages — all through an intuitive and accessible interface. Slack App Store Support: We also provided assistance with preparing and submitting the application to the Slack App Store. This ensured the app met all necessary requirements, making it easily discoverable and accessible to a wider audience. Results The integration delivered significant business value by enhancing productivity and improving knowledge sharing across teams: Increased Efficiency: Users could access and share knowledge articles without leaving Slack, reducing time spent switching between platforms and keeping workflows uninterrupted. Enhanced Collaboration: Real-time notifications and interactive messages kept teams informed and enabled faster, more effective decision-making. Simplified Management: The admin page provided a streamlined way for administrators to manage the bot’s settings and customize its behavior to suit organizational needs. Wider Reach and Scalability: With support for the Slack App Store, the application became easier to distribute and scale, making it accessible to more teams across the organization. Secure and Reliable: Strong security measures and a scalable architecture ensured safe, efficient operation, even as team sizes and data needs grew. By integrating KMS with Slack and supporting its distribution through the Slack App Store, this solution empowered teams with quick, seamless access to essential knowledge — driving better collaboration, faster decision-making, and improved productivity. Technologies Slack API Python Flask Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Streamlining Subscriptions and Payments with Experience Cloud Platforms: Sales Cloud, Experience CloudIndustry: FinanceCountry: USA See how TrueSolv’s Experience Cloud solution streamlined subscriptions, payments, and engagement — integrating Stripe and Google Analytics, and adding a guest portal to boost onboarding and growth. Learn more → Streamlining BNPL Operations with Salesforce Automation and Integration Platforms: Sales Cloud, Experience Cloud, Marketing CloudIndustry: FinanceCountry: United Arab Emirates Discover how TrueSolv helped a BNPL provider sync merchant data, automate rates and payments, ensure compliance, and deliver dashboards for insights and stronger relationships. Learn more →
Quoting Processes with Salesforce CPQ Enhancements
Quoting Processes with Salesforce CPQ Enhancements Discover how TrueSolv optimized the quoting process by implementing Salesforce Lightning components and custom Apex logic, reducing errors, improving pricing consistency, and enabling faster deal closures for the client’s sales team. More cases Platforms Salesforce Sales Cloud, CPQ Industry Technology Country USA Challenge Our client’s sales team struggled with complex product configurations, inconsistent pricing, and time-consuming quoting processes, leading to errors and delayed responses. This inefficiency impacted both customer satisfaction and sales effectiveness, highlighting the need for a streamlined solution. Solution We implemented Salesforce Lightning components for a user-friendly interface to manage Accounts, Opportunities, Quotes, and Quote Line Items. Leveraging Apex controllers for backend processing, we enhanced CPQ (Configure, Price, Quote) functionalities with: Product and Price Rules: Ensured accurate configurations and consistent pricing through defined constraints and discount structures. Bundling Configurations: Allowed tailored product bundling for faster, compliant quoting. Custom Apex Logic for Quote Line Editor: Extended CPQ capabilities to meet specific business needs, including custom validations and pricing adjustments. Results The streamlined quoting process reduced time-to-quote, improved accuracy, and enhanced the user experience, leading to faster deal closures and higher sales efficiency. This solution provided a scalable foundation, boosting productivity and customer satisfaction while supporting the client’s growth. Technologies Sales Cloud Apex CPQ LWC Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Enhancing Knowledge Access & Collaboration with a for Salesforce-based KMS Platforms: Salesforce, SlackIndustry: TechnologyCountry: USA Discover how TrueSolv integrated a Salesforce-based Knowledge Management System with Slack through a custom bot and admin interface — enabling fast article search, real-time updates, and simple admin control to boost productivity. Learn more → Streamlining BNPL Operations with Salesforce Automation and Integration Platforms: Sales Cloud, Experience Cloud, Marketing CloudIndustry: FinanceCountry: United Arab Emirates Discover how TrueSolv helped a BNPL provider sync merchant data, automate rates and payments, ensure compliance, and deliver dashboards for insights and stronger relationships. Learn more →
Centralizing Commission Management for a Real Estate Company in Salesfor
Centralizing Commission Management for a Real Estate Company Learn how TrueSolv developed a Salesforce-based Commission Request Form application with automated statement generation, streamlined workflows, and mobile-friendly access for both internal users and external partners, enhancing data security and operational efficiency. More cases Platforms Salesforce Sales Cloud Industry Real Estate Country USA Challenge Our client, a real estate company, required a streamlined platform within Salesforce to manage commission requests and automate statement generation across internal and Community environments. The goal was to centralize data, automate processes, and ensure secure, mobile-friendly access for both internal users and external partners. Solution We developed a Commission Request Form application using Lightning Web Components (LWC) for an intuitive and responsive front-end. Custom elements — search boxes, combo boxes, toggles, and inputs — were included, all wrapped in a reusable Aura component for easy integration. On the back-end, Apex classes handled CRUD operations, file uploads, and data sharing. Batch processing was applied for managing legacy data, and triggers managed transaction events to ensure efficient data processing. The application operates at the Opportunity level in Salesforce, accessible on both desktop and mobile, as well as in Community environments. A Commission Statements module automates the identification of recipients, selection of templates, and email distribution of statements. PDF generation is managed by Visualforce pages with Apex controllers, using batch processing for efficient handling. Results The application streamlined commission management, automating workflows and improving data integrity. Key benefits include: Efficiency: Automated statements saved time, reducing manual work. Data Security: Apex-driven sharing ensures only authorized access. Accessibility: Mobile-friendly and adaptable for both Salesforce and Community users. Scalability: Built on LWC and Apex, it easily supports future expansion. This solution has optimized operations, improved user experience, and centralized commission data for our client. Technologies VisualForce Apex LWC Sales Cloud PDF Contact us Get your free Consultation now! Whether you have questions, need a solution, or want to explore our services, TrueSolv is here to help. Contact Form Demo First NameLast NameEmailYour MessageSubmit Form 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! Contact Form Demo First NameLast NameEmailYour MessageSubmit Form Other cases Quoting Processes with Salesforce CPQ Enhancements Platforms: Sales Cloud, CPQIndustry: TechnologyCountry: USA Discover how TrueSolv optimized the quoting process by implementing Salesforce Lightning components and custom Apex logic, reducing errors, improving pricing consistency, and enabling faster deal closures for the client’s sales team. Learn more → Enhancing Knowledge Access & Collaboration with a for Salesforce-based KMS Platforms: Salesforce, SlackIndustry: TechnologyCountry: USA Discover how TrueSolv integrated a Salesforce-based Knowledge Management System with Slack through a custom bot and admin interface — enabling fast article search, real-time updates, and simple admin control to boost productivity. Learn more →
