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 Agent Development for Salesforce
AI Agent Development for Salesforce Learn how Truesolv builds custom Salesforce AI agents with secure access, grounded data, and tested tool actions for UI, Slack, and APIs. Book a consultation What is Agentforce Implementation? Some teams need more than an out of the box agent. They need a custom experience embedded in Sales Cloud, Service Cloud, Experience Cloud, or Slack, with domain logic, custom UI, and tool actions that match how the business runs. Agentforce supports building and extending agents with APIs, invocable actions, and a growing ecosystem of actions and integrations. This service covers custom agent design and delivery, including data grounding, retrieval engineering, tool and action frameworks, integrations, evaluation, and production hardening. The goal is a controllable agent that can be measured, tested, and improved without breaking existing Salesforce processes. Our Services Agent Architecture and Roadmap We define agent roles, workflows, boundaries, and success metrics. You get an architecture blueprint and a prioritized delivery backlog. Retrieval and Data Grounding Engineering We build retrieval sources from Salesforce objects and approved content. We design chunking, indexing, and source ranking so responses stay tied to the right records and permissions. Tool and Action Framework for Salesforce We create a tool layer that lets the agent complete tasks through Flow, Apex, and APIs. This can include Agentforce API and invocable actions when the use case needs agents triggered inside business logic. Integration Orchestration Pack We connect the agent to external systems for end to end workflows. We deliver API based actions, retries, error handling, and MuleSoft based patterns when they fit your landscape. Conversation and Routing Design We design intent routing, topic control, escalation logic, and safe fallbacks. We add human in the loop checkpoints where approvals or risk controls are required. Custom UI and Embedding Pack We embed agents into Salesforce UI with Lightning components and into Experience Cloud for customer facing assistants. We also support Slack based agent experiences for internal users. Evaluation, Testing, and Release Pack We build test datasets, acceptance criteria, and automated test runs for topic and action selection at scale. We support sandbox UAT and staged rollout using Testing Center style evaluation. Security and Compliance Controls Pack We align the agent to permissions, data access rules, and audit expectations. We implement logging, guardrails, and pre production validation for trust and governance controls. Operations and Optimization Retainer We run ongoing monitoring for adoption, quality, and failure patterns, then deliver monthly iteration cycles. This includes version control for prompts and tools, plus a roadmap for expanding coverage. ready to build ai agents for your salesforce? Have a workflow that needs more than a standard setup? We will turn it into a custom agent design, define the right data sources and tool actions, and deliver a build plan with scope, dependencies, and clear next steps. Get your plan now Estimate project cost Products we work with Salesforce Marketing Cloud Einstein AI Salesforce Service Cloud Salesforce Experience Cloud Salesforce Sales Cloud Agentforce Salesforce Nonprofit Cloud Data 360 Pardot Salesforce CPQ Agents in our case studies Improving Credit Union Contact Center Efficiency with Amazon Transcribe and Einstein AI in Salesforce Platforms: Amazon Transcribe, Einstein AI, Service Cloud VoiceIndustry: Financial ServicesCountry: USA Find out how TrueSolv implemented Voice-to-CRM for a credit union using Salesforce Service Cloud Voice and Einstein AI to deliver real time transcripts, automated call summaries, and agent guidance, reducing after call work and speeding up customer support. Learn more → Improving Banking Support Efficiency With Salesforce Financial Services Cloud and Einstein AI Platforms: Service Cloud, Einstein AI, Agentforce, Financial ServicesIndustry: Financial ServicesCountry: USA Find out how TrueSolv modernized a mid-sized bank support operation using Salesforce Financial Services Cloud and Einstein AI by launching a 24/7 chatbot, auto classifying and routing cases. Learn more → More cases Testimonials Tamara Dabbas Director, Special Projects – Tamara “I have been consistently impressed with their work, and I would not hesitate to recommend them to others.“ I highly recommend Truesolv for Salesforce outsourcing services. They are a reliable and trustworthy partner who has helped us optimize our Salesforce setup, develop all types of simple and complex workflows, and benefit from automation. The developers at Truesolv are experienced and knowledgeable, and they are always willing to go the extra mile to help us achieve our goals. The team is quick on their feet, and can scale up or down easily as needed. I have been consistently impressed with their work, and I would not hesitate to recommend them to others. They simply act as an extension of the internal team. Thank you Truesolv! Andrei Zakharevich Founder – Rational Cloud LLC “I appreciate expertise, speed, quality & competency.“ TrueSolv did a great job in all the areas where it matters. I appreciate expertise, speed, quality & competency. Sergey is able to gather a team and execute on customer’s request as needed + provide meaningful results on a timely manner. I recommend TrueSolv services. Artem Rodichev Head of Performance Agency Business – IPONWEB “The team is brilliant” We’ve outsourced to TrueSalesSoft a huge project for our SalesForce instance. Our collaboration saved us a lot of time on educating ourselves on how to develop this functionality. We enjoyed both the result and the process. The team is brilliant – always online and ready to help! All the adjustments are implemented spectacularly fast. Thank you so much for the collaboration! Michele Delia Business Unit Manager Energy Utility – WebResults (Engineering group) “We really hope to work with you for a long period” I have had the pleasure to work with Daria and her team since 2020. It is incredibile their capability to satify our business need providing professiona services with an high level of competencies, very good communication level and capability to deliver on time and on quality. Nice job Daria… We really hope to work with you for a long period and help you to growth growth and growth again 😉 Get your free Consultation now! Ready to transform your Salesforce experience? Whether you have a
Improving Banking Support Efficiency With Salesforce Financial Services Cloud and Einstein AI
Salesforce Financial Services Cloud & Einstein AI for Banking Support — TrueSolv Home› Case Studies› Banking Support with Einstein AI Financial Services 🇺🇸 United States Service Cloud Einstein AI · Agentforce Improving Banking Supportwith Financial Services Cloud& Einstein AI A regional US bank was getting hit with rising inquiry volumes across phone, email, and web — with no 24/7 coverage and agents buried in repetitive questions. TrueSolv deployed Salesforce Financial Services Cloud with Einstein AI to automate a third of all requests and deliver consistent 24/7 support. IndustryFinancial Services / Banking PlatformService Cloud + Einstein AI CountryUnited States TimelineCustom engagement 24/7 AI-powered support — live across web & mobile Einstein Chatbot · Case Classification · Next Best Action 1/3Of all customer requests handled automatically by AIWithout agent involvement 24/7Support coverage delivered on web and mobilePreviously: business hours only +33%Increase in customer satisfaction scoreFaster, more consistent responses ↓ FRTAverage first response time dropped to minutesPreviously: hours of queue time Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Drowning in support volume? Let’s talk AI-powered triage. See Agentforce Services 01 — Challenge Rising inquiry volume, no 24/7 coverage, agents buried in repetitive work A regional mid-sized bank was getting hit with a rising wave of customer questions across phone, email, and the website — and support started falling behind fast. With no 24/7 coverage and repetitive requests draining agent time, satisfaction was falling and contact center costs were climbing. Growing inquiry volume: across phone, email, and web — volume was outpacing team capacity. Slow response times: the team could not keep up, leading to long queue times for straightforward requests. No 24/7 support coverage: customers with urgent banking questions had no option outside business hours. Repetitive questions overloading agents: balance enquiries, card limits, and branch hours consumed a disproportionate share of agent time. Agents pulled away from complex cases: high-value, high-complexity cases were being delayed by routine work. Declining satisfaction and rising costs: slower service was pushing CSAT down while contact center costs continued to increase. 02 — Solution 24/7 Einstein AI support layer on Salesforce Financial Services Cloud The bank rolled out Salesforce Financial Services Cloud with Einstein AI to modernise support — launching a 24/7 chatbot on web and mobile, auto-triaging complex cases to the right specialists, connecting to internal systems for personalised answers, and guiding agents with next best actions from a unified customer view. Unified agent console in Salesforce Financial Services Cloud — full customer history, Einstein suggestions, and case context in one view. 1Salesforce Financial Services Cloud as the Support HubUnified customer profile and interaction history Put all service work in one place with a unified customer profile and full interaction history. Gave teams a single workspace to handle cases and see complete context — no more switching between systems mid-call. 2Einstein Chatbot for 24/7 Self-ServiceRoutine questions handled automatically, around the clock Deployed an Einstein chatbot on web and mobile to answer frequent questions in natural language using the bank’s knowledge base and scripted scenarios. The bot resolves simple requests automatically and deflects repetitive inquiries — without agent involvement. 3Einstein Case Classification for Smart TriageComplex cases routed to the right specialist instantly Implemented Einstein Case Classification to classify complex inquiries immediately after case creation, routing to the right specialist queue or team based on predicted fields — reducing misroutes and escalation delays. 4MuleSoft and API Integrations for Personalised AnswersLive banking data in bot responses after identity checks Connected internal banking systems securely through APIs via MuleSoft. The chatbot can now return verified, personalised information — account status, transaction history, card limits — directly in bot replies after identity verification. 5Einstein Next Best Action to Guide AgentsContext-based recommendations surfaced during every interaction Einstein Next Best Action surfaces context-based recommended next steps and relevant product suggestions during agent calls and chats. Agents can accept a recommendation and launch the right flow or action directly from the console. “Our agents were spending half their day answering the same five questions. After the Einstein deployment, they spend their time on the cases that actually need a human — and our CSAT went up by a third.“ Before TrueSolv, our contact centre was stuck in a loop — volume going up, team staying the same size, and every agent frustrated by how many times a day they answered a balance enquiry. The chatbot handles those now. The routing means complex cases land with the right person immediately. And the Next Best Action feature has genuinely changed how our agents work — they’re more confident and faster. The 24/7 coverage was the thing our customers noticed first. KW Karen W.Head of Customer Support · Regional US Bank 04 — Results Automation up, agent workload down, customers happier After the AI rollout, the bank saw immediate wins across automation, speed, and customer experience — with the chatbot taking a meaningful chunk of routine work off agents so the team could focus on higher-complexity cases. 1 in 3 Requests AutomatedEvery third typical customer request is now handled automatically by the chatbot, without any agent involvement. First Response Time: Hours → MinutesAverage first response time dropped dramatically — routine requests are resolved in the same session without queue time. +33% Customer SatisfactionCSAT increased by a third, driven by faster, more consistent support across all hours of the day. Positive ROI in Under a YearStaffing efficiency improvements and better customer retention delivered payback within the first year of deployment. 05 — Technologies Built with Salesforce Financial Services Cloud Einstein AI Chatbot Einstein Case Classification Einstein Next Best Action MuleSoft REST API Integration Agentforce For Banks & Financial Services Companies Your support team shouldn’t spendhalf their day on the same five questions. If your contact centre is drowning in repetitive requests while complex cases queue behind them, we’ll deploy an Einstein AI layer that handles the routine automatically — and routes everything else to the right person instantly. Einstein chatbot on web and mobile 24/7 self-service for routine requests Smart case classification and
AI-Powered Email Helper for Salesforce Sales Agents
AI-Powered Email Helper for Salesforce Sales Agents — EdTech Case Study | TrueSolv Home›Case Studies›AI Email Helper for Salesforce Education / EdTech🇺🇸 USAService Cloud · Sales CloudChatGPT · LWC · Apex AI-Powered Email Helperfor Salesforce Sales Agents A leading US EdTech company’s B2C sales agents were wasting time reading long email threads before every reply, and inconsistent tone across the team was fragmenting customer communication. TrueSolv built a ChatGPT-powered LWC email assistant inside Salesforce — automatic thread summarisation and reply drafting on every Lead record. IndustryEducation / EdTechPlatformSalesforce Service Cloud + Sales CloudCountryUnited StatesTypeCustom Development AI email assistant live on every Lead record — summary and reply draft in secondsChatGPT integration · LWC · Automatic thread summarisation ⚡ Instant email thread summaries on Lead openPreviously: agents read full threads before every reply✓ Consistent professional tone across all AI-generated reply draftsPredefined prompt templates enforce tone standards↓ Manual email writing time for sales repsAI-generated draft ready to edit and send↑ Lead engagement quality and sales rep productivityAgents focus on conversations, not composition Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Want to embed AI-powered email assistance inside Salesforce for your sales team? See Custom Development 01 — Challenge Sales agents wasting time reading email threads and writing inconsistent replies A B2C EdTech company’s sales agents were inefficient in their lead engagement workflow — spending excessive time reading long email chains to understand context before every reply. Inconsistent tone and messaging across agents led to fragmented customer communication, particularly among junior reps. Time lost to email context: Agents spent significant time reading long chains before they could reply — slowing lead engagement. Inconsistent replies: Different agents writing different tones created fragmented, unreliable customer communication. Low adoption of best practices: Junior reps especially struggled to match company email standards without guidance. Manual composition overhead: Writing professional replies from scratch for every lead interaction took time that could be spent selling. 02 — Solution ChatGPT-powered LWC Email Helper on every Lead record TrueSolv implemented a custom LWC Sales Agent Email Helper on the Lead record page — powered by ChatGPT integration via secure Apex API calls. The component automatically summarises email threads and generates professional reply drafts from a short agent prompt. AI Email Helper LWC on Lead record — automatic thread summary and reply generator via ChatGPT, accessible to every sales agent. 1Automatic Email Thread SummarisationConcise summary displayed immediately when a Lead is opened When a Lead is opened, the LWC scans the related email thread and sends it to ChatGPT with a predefined summarisation prompt — generating a concise, readable summary of previous interactions that the agent sees immediately, without reading the full thread. 2Reply Text GeneratorProfessional email drafts from a short agent prompt or goal Agents input a short prompt or goal (e.g., ‘follow up on pricing’) and the component generates a professionally written email draft via ChatGPT — ready to copy, edit, or send. Quick edit, message regeneration, and summary refresh available with minimal clicks. 3Secure Apex API ArchitecturePermission controls, predefined prompt templates, tone consistency Backend Apex controller handles secure API calls to ChatGPT via middleware. Predefined prompt templates ensure tone consistency and compliance with internal communication standards. Permission settings ensure only authorised users access the AI assistant. “Every lead used to start with a scroll through the email history. Now the summary is right there when you open the record — and the reply draft means you’re writing a polished email in 30 seconds instead of 5 minutes.“ The feedback from our sales team was immediate. They described it as having a writing coach on every lead. The summary feature alone saved meaningful time — no more scrolling through 20 emails to understand the context. The reply generator means junior reps write at the same standard as senior ones. Our engagement consistency improved and the team actually enjoys using it. That’s rare for a new tool rollout. KMKate M.Head of Sales · US EdTech Company 04 — Results Faster context, consistent replies, higher lead engagement quality The AI Email Helper delivered measurable improvements in sales productivity, communication consistency, and lead engagement. Instant Email ContextThread summaries generated automatically on Lead open — agents understand full context before the first keypress.Consistent Professional TonePredefined prompt templates enforce communication standards across every rep — junior and senior teams write at the same level.Reduced Email Composition TimeAI-generated draft ready to edit and send — manual writing overhead dramatically reduced for routine lead follow-ups.Higher Lead Engagement QualityFaster, more relevant replies with consistent tone drive better customer engagement and stronger conversion rates. 05 — Technologies Built with Salesforce Sales CloudLightning Web ComponentsChatGPT APIApexREST APIJavaScriptCSS / HTML For EdTech and B2C Sales Teams in Salesforce Your sales reps shouldn’t spend 5 minutesreading email history before every reply. If your team is wasting time on email context and struggling with tone consistency, we’ll embed a ChatGPT-powered email assistant directly on your Lead records — summaries and drafts in seconds. ChatGPT email thread summarisationAI-generated reply drafts from short promptsPredefined prompt templates for tone consistencyCustom LWC on Lead record pageSecure Apex API integration with ChatGPTPermission-controlled access for sales reps Book a Free Consultation See Agentforce Services Other Case Studies Technology · USA Quote Management with Table Wizard Custom LWC table wizard and version-controlled PDFs. CRUDIn-tablePDFVersion-controlled↓Manual stepsCustom development →Healthcare · Europe Healthcare Operations Transformation with Salesforce Appointments, billing, records, nurse portal — one platform. ✓Scheduling✓Billing✓Nurse accessCustom development →Finance · USA Financial Services Intake with Salesforce FSC Equifax, KYC/AML, Omni-Channel routing. -80%Manual processing-22hOnboarding35%Advisor upliftCustom development → All Case Studies → Learn More In Blog Insights, how-to’s and Salesforce best practices from the TrueSolv team Articles Zero Copy Data Strategy For Salesforce Leaders Your data pipeline costs are high because duplication is still the default. DKDilyara Kolesnikova25 March 2026 How to’s How to Upload Custom Metadata Type Records from CSV Salesforce said no to Data Loader for custom metadata. Here is what actually works. STSergey Trusov23 March 2026 Articles Data 360 Lineage For Trusted Numbers Two reports. Two very
Transforming Healthcare Operations with a Customized Salesforce Solution
Salesforce Healthcare Operations Transformation — European Provider Case Study | TrueSolv Home›Case Studies›Healthcare Digital Transformation Healthcare🇪🇺 EuropeService Cloud · Experience Cloud · CPQApex · REST API Transforming Healthcare Operationswith a CustomisedSalesforce Platform A European healthcare provider needed a robust, scalable platform to manage appointment scheduling, billing, patient records, and secure nurse access — all fragmented across disconnected systems. TrueSolv delivered a fully customised Salesforce solution across Service Cloud, Experience Cloud, and CPQ. IndustryHealthcarePlatformService Cloud + Experience Cloud + CPQRegionEuropeTypeCustom Development Appointments, billing, patient records, and nurse access — one Salesforce platformService Cloud · CPQ · Experience Cloud for nurses ✓ Appointment booking system with automated reminders via Salesforce FlowScheduling errors reduced, no-shows decreased✓ CPQ-driven automated invoice generation and payment trackingPreviously: external billing tools causing fragmentation✓ Centralised patient records with data encryption and role-based accessMedical histories and treatment plans in one secure system✓ Secure nurse portal via Experience Cloud — controlled access to schedules and recordsNurses access relevant data without compromising security Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to modernise healthcare operations on Salesforce with secure multi-user access? See Custom Development 01 — Challenge Fragmented systems across scheduling, billing, records, and external nurse access A European healthcare provider faced challenges across every operational area — appointment scheduling, billing, patient records, and external access for nurses. The lack of integration between existing systems resulted in manual data entry, operational inefficiencies, and limited team collaboration. Appointment management: Difficulty scheduling and managing doctor appointments efficiently — no central system. Fragmented billing: Reliance on external billing tools led to disconnected invoice generation and payment tracking. Patient records: No secure, centralised system to store and manage medical histories and treatment plans. External access gaps: Nurses needed access to patient data and schedules without compromising system security. 02 — Solution Custom Salesforce platform across Service Cloud, CPQ, and Experience Cloud TrueSolv delivered four interconnected modules: a custom appointment booking system in Service Cloud, CPQ-based billing and invoicing, secure patient records management with role-based access, and an Experience Cloud portal for external nurse access. Customised Salesforce platform — appointment scheduling, billing, patient records, and nurse portal in one integrated system. 1Appointment Booking System — Service CloudCustom objects for doctor availability with automated Flow reminders Built a custom scheduling solution in Salesforce Service Cloud using custom objects to manage doctor availability and appointment slots. Automated appointment reminders via Salesforce Flow reduce no-shows and improve time management for staff and doctors. 2Billing and Invoicing — Salesforce CPQAutomated invoice generation, custom templates, payment gateway integration Implemented Salesforce CPQ for automated invoice generation and payment management. Created custom invoice templates to streamline billing workflows and integrated external payment gateways for real-time payment tracking and reconciliation. 3Patient Records ManagementData encryption, role-based access, and medical history tracking Developed custom objects to store detailed patient data including medical histories and treatment plans. Data encryption and role-based access controls enforced to meet healthcare data protection regulations — only authorised staff see relevant records. 4Secure Nurse Portal — Experience CloudCommunity user licences with controlled visibility of appointments and records Deployed an Experience Cloud portal for external nurse access with community user licences. Configured controlled visibility of appointments, patient records, and billing information — nurses access what they need without compromising system security or functionality. “Before this, our clinical staff were switching between three systems to do their jobs. Now appointments, billing, and patient records are all in Salesforce — and our nurses have their own secure portal that shows exactly what they need.“ Healthcare operations are complex because every user type has different needs and every data type has different compliance requirements. TrueSolv understood that from day one. The appointment system reduced scheduling errors immediately. CPQ automation means billing no longer falls behind. Patient records are finally centralised with proper access controls. And the nurse portal solved an access problem we’d been working around for years. AVAnna V.Chief Operations Officer · European Healthcare Provider 04 — Results Reduced errors, automated billing, centralised records, secure nurse access The Salesforce implementation delivered significant improvements across all operational areas of the healthcare provider. Increased Scheduling EfficiencyCustom appointment booking system reduced scheduling errors and improved time management for staff and doctors.Accurate Automated BillingCPQ automation minimised billing errors and shortened the payment cycle — external billing tool dependencies eliminated.Improved Patient CareCentralised patient data with medical histories enables quicker, more informed, and personalised treatment decisions.Secure Nurse CollaborationExperience Cloud portal gives nurses timely, secure access to relevant data — improving care coordination and reducing delays. 05 — Technologies Built with Salesforce Service CloudSalesforce CPQExperience CloudApexSalesforce FlowREST APICustom Objects For Healthcare Providers Modernising on Salesforce Your clinical staff shouldn’t switch betweenthree systems to manage one patient. If your healthcare operations span disconnected scheduling, billing, and records systems, we’ll consolidate them on Salesforce — with secure, role-based access for every user type. Custom appointment booking in Service CloudSalesforce CPQ billing and invoice automationCentralised patient records with encryptionRole-based access and data governanceExperience Cloud secure nurse portalSalesforce Flow automated appointment reminders Book a Free Consultation See Custom Development Other Case Studies Healthcare · USA Mental Health Data Management with Salesforce Custom objects, LWC forms, and automated PDF generation for a US nonprofit. 0Paperwork3PDFs auto-generated↑AccuracyCustom development →Healthcare · USA Automating Email Campaigns with Marketing Cloud AMPScript personalization and Journey Builder for a US healthcare company. ↑Engagement0Manual sends✓SegmentedCustom development →Finance · USA Financial Services Intake with Salesforce FSC Equifax, KYC/AML, Omni-Channel routing — 80% less manual processing. -80%Manual processing-22hOnboarding35%Advisor upliftCustom development → All Case Studies → Learn More In Blog Insights, how-to’s and Salesforce best practices from the TrueSolv team Articles Zero Copy Data Strategy For Salesforce Leaders Your data pipeline costs are high because duplication is still the default. DKDilyara Kolesnikova25 March 2026 How to’s How to Upload Custom Metadata Type Records from CSV Salesforce said no to Data Loader for custom metadata. Here is what actually works. STSergey Trusov23 March 2026 Articles Data 360 Lineage For Trusted Numbers Two reports. Two very different numbers. One very uncomfortable meeting. ARAnastasiia Rashkina20
Streamlining Financial Services Intake and Advisory with Salesforce FSC
Salesforce FSC for Financial Services Intake & Advisory — TrueSolv Home›Case Studies›Financial Services Cloud — Intake & Advisory Finance🇺🇸 USAFinancial Services CloudEquifax · Gravity Forms · Omni-Channel · KYC/AML Financial Services Intake& Advisory withSalesforce FSC A US financial services firm offering debt relief and wealth management was hampered by fragmented lead data from WordPress landing pages landing in CSV exports and spreadsheets. TrueSolv delivered an end-to-end intake-to-advisor platform on Salesforce Financial Services Cloud — real-time lead capture, Equifax credit enrichment, KYC/AML automation, and Omni-Channel routing. IndustryFinance / Wealth ManagementPlatformSalesforce Financial Services CloudCountryUnited StatesTypeCustom Development Intake-to-advisor platform live — Equifax, KYC/AML, Omni-Channel routingGravity Forms · Equifax · KYC/AML · FSC Household Modelling -80% Reduction in manual data processing after real-time intake automationTime-to-first-contact dropped from 24 hours to under 2+35% Senior advisor follow-up on high-value prospects via Omni-Channel routingHigh-potential households prioritised automatically+25% Lower-tier prospect engagement via self-guided Action PlansTailored email journeys aligned to each financial profile✓ Automated KYC/AML screening eliminating manual compliance bottlenecksEvery new or updated Person Account screened automatically Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to automate financial services intake, enrichment, and compliance on Salesforce FSC? See Custom Development 01 — Challenge Fragmented leads, manual enrichment, and compliance bottlenecks The firm was hampered by fragmented data across disparate intake channels. Leads from WordPress landing pages landed in ad-hoc CSV exports and spreadsheets. Manual CRM entry introduced duplicates, delays, and blind spots in each household’s financial profile. Advisors lacked a unified, compliant view of client needs and risk attributes. Fragmented intake channels: Leads from WordPress landing pages not flowing into Salesforce — manual CSV entry introducing duplicates and delays. No real-time enrichment: Credit scores and financial profiles from institutions processed manually — delaying lead quality assessment. Manual compliance screening: KYC/AML checks handled manually — time-consuming and creating regulatory risk. No advisor prioritisation: No system to route high-value prospects to senior advisors over lower-tier leads. 02 — Solution End-to-end FSC intake platform with Equifax, KYC/AML, and Omni-Channel routing TrueSolv built an end-to-end intake-to-advisor platform exclusively on Salesforce Financial Services Cloud — covering household modelling, real-time intake from Gravity Forms, Equifax credit enrichment, KYC/AML automation, Omni-Channel routing, and a unified advisor dashboard. Unified FSC advisor dashboard — household view with net worth trends, open tasks, relationship maps, and compliance milestones. 1Household & Relationship ModellingLeads grouped into Households with co-applicant and dependency tracking All leads captured as Person Accounts and automatically grouped into Households based on shared address or employer data. Co-applicants, dependents, trusts, and other affiliations tracked via FSC’s Relationship object — giving advisors instant visibility into each account’s decision-making network. 2Real-Time Intake via Gravity FormsWordPress form submissions create or update FSC records instantly Deployed a managed Gravity Forms to FSC integration via webhooks — creating or updating Person Accounts in real time and linking them to existing Households. Declared balances ingested directly into the Financial Account object at intake, providing an immediate consolidated financial snapshot. 3Equifax Enrichment & KYC/AML AutomationCredit validation and compliance screening embedded at intake REST API integration with Equifax ingests and validates account balances, loan terms, and credit-risk scores — automatically populating Financial Account and Affiliation objects. KYC/AML checks via External Services trigger automatically on every new or updated Person Account, generating review tasks for flagged cases. 4Omni-Channel Routing & Advisor DashboardHigh-value prospects routed to senior advisors automatically Omni-Channel configured to prioritise high-potential households — based on combined debt relief opportunity and credit-risk profile — for senior advisors. Lower-tier prospects routed into self-guided Action Plans with tailored email journeys aligned to their financial profile. Unified dashboard shows net-worth trends, open tasks, relationship maps, and compliance milestones. “Our advisors were working from incomplete data and spending hours on manual compliance checks. Now every prospect arrives in Salesforce already enriched with Equifax data, screened for compliance, and routed to the right advisor — time to first contact dropped from 24 hours to under 2.“ The transformation was significant. Before FSC, a new lead would arrive via a form, get manually entered into Salesforce, sit there until someone ran the enrichment CSV, and only then get assigned to an advisor. TrueSolv’s intake platform collapsed that to real time. Gravity Forms push the data instantly. Equifax enrichment fires automatically. KYC/AML screening happens before the advisor even sees the record. The Omni-Channel routing means our senior advisors are talking to the right people. DWDaniel W.Chief Revenue Officer · US Financial Services Firm 04 — Results 80% less manual processing, faster onboarding, automated compliance The FSC implementation delivered transformative improvements across intake efficiency, advisor productivity, and regulatory compliance. Unified Client ViewEvery household’s liabilities, credit scores, and compliance status accessible in one consolidated interface — more informed, trust-based advisor conversations.Accelerated OnboardingReal-time intake and automated Equifax enrichment reduced manual processing by 80% — time-to-first-contact from 24 hours to under 2.Optimised Lead PrioritisationOmni-Channel routing increased senior advisor follow-up on high-value prospects by 35% — lower-tier leads engaged via self-guided Action Plans.Embedded ComplianceAutomated KYC/AML screening eliminated manual compliance bottlenecks — audit-ready from day one, regulatory risk significantly reduced. 05 — Technologies Built with Salesforce Financial Services CloudGravity Forms IntegrationEquifax REST APIKYC/AML AutomationOmni-Channel RoutingApexFSC Household ModellingAction Plans For US Financial Services Firms Scaling Intake and Advisory Your advisors shouldn’t wait 24 hoursfor an enriched, compliant prospect to land on their desk. If your intake is fragmented across WordPress forms and spreadsheets with manual enrichment and compliance screening, we’ll build the full FSC pipeline — real-time intake, Equifax, KYC/AML, and Omni-Channel routing. Gravity Forms → FSC real-time intakeEquifax credit enrichment via REST APIAutomated KYC/AML compliance screeningOmni-Channel routing to senior advisorsFSC Household & Relationship modellingSelf-guided Action Plans for lower-tier leads Book a Free Consultation See Financial Services Cloud Other Case Studies Finance · UAE BNPL Operations with Salesforce Automation Merchant sync, rate automation, risk management, compliance. ✓Real-time sync↓Manual effort↑ComplianceCustom development →Finance · USA Subscriptions and Payments with Experience Cloud Stripe + Google Analytics + guest portal for finance platform. ✓Stripe↑Onboarding📊GA insightsCustom development →Finance · USA Salesforce + WordPress Lead Management Gravity Forms, Python enrichment, Flow-based
Enhancing Quote Management with Salesforce Automation
Salesforce Quote Management with Table Wizard & PDF Automation — TrueSolv Home›Case Studies›Quote Management Automation Technology🇺🇸 USASales Cloud · Experience CloudLWC · Visualforce · Apex Faster Quote Managementwith Table Wizardand PDF Automation Salesforce users at a US technology company were managing Quote Line Items through a fragmented, multi-screen process — and generating customised PDFs required extra manual steps. TrueSolv built a custom LWC Table Wizard for inline CRUD operations and Visualforce PDF generation with version-controlled naming. IndustryTechnologyPlatformSales Cloud + Experience CloudCountryUnited StatesTypeCustom Development Quote Line Items managed in-table — PDF generated and saved automaticallyCustom LWC table wizard · Version-controlled PDF · Inline CRUD ↓ Time to create, edit, and organise Quote Line ItemsInline table replaces multi-screen navigationCRUD Operations directly within the table wizard — no screen switchingCreate, update, delete Quote Lines without leaving the QuotePDF Version-controlled PDFs auto-saved with creation date and Quote nameNever lose track of which version was sent↑ Quote accuracy from colour-coded row highlighting for critical itemsVisual prioritisation reduces missed information Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to simplify Quote management and automate PDF generation in Salesforce? See Custom Development 01 — Challenge Managing Quote Line Items across multiple screens with manual PDF generation Salesforce users faced inefficiencies when managing Quote Line Items — no streamlined interface meant creating, updating, and deleting lines required navigating multiple screens. Generating customised PDFs with headers, footers, and version numbers was a cumbersome manual task requiring extra steps. No inline editing: Creating and editing Quote Line Items required navigating away from the Quote record — inefficient and disjointed. Manual PDF generation: Producing customised Quote PDFs with specific headers, footers, and version numbers required multiple manual steps. No version tracking: PDFs not saved with consistent naming — difficult to know which version was current or had been sent. Limited visual prioritisation: No way to highlight or flag critical Quote Line Items for attention. 02 — Solution Custom LWC Table Wizard with Visualforce PDF and version-controlled naming TrueSolv built a custom Table Wizard on the Quote record page as an interactive LWC table — each row representing a Quote Line Item with full inline CRUD operations. A Visualforce-based PDF action captures Quote data with version-controlled naming and auto-saves. Custom LWC Table Wizard — Quote Line Items managed inline with colour-coded row highlighting for critical items. 1Interactive LWC Table WizardInline CRUD on Quote Line Items — no navigation required A fully custom Table Wizard on the Quote record page acts as an interactive table where each row represents a Quote Line Item. Users perform all CRUD operations directly within the interface — no navigating to separate screens, no context switching. 2Row Colour HighlightingVisual prioritisation of critical Quote Line Items The table wizard features colour-coded row and section highlighting — users can visually flag critical Quote Line Items, draw attention to specific sections, and streamline the review process by making important information immediately visible. 3Visualforce PDF with Version ControlAuto-saved PDF with creation date, Quote name, and version number A custom action on the Quote record page generates a Visualforce PDF containing additional header and footer data — creation date, Quote name, and version number. The PDF is automatically saved with a consistent naming convention for easy tracking and version history. “Our reps were opening three different screens just to add a line to a quote. The table wizard puts everything in one place — and the PDFs now save automatically with the right version number so we always know what was sent to the customer.“ Quote management was genuinely painful before. Line items required navigating away, PDFs had to be manually assembled, and nobody could remember which version had actually gone to the customer. The TrueSolv table wizard solved all of it. Inline CRUD means the whole quote lives on one screen. The colour highlighting helps reps focus on the right items. Version-controlled PDFs mean our records are always clean. Quote creation time dropped significantly. SFSarah F.Sales Enablement Manager · US Technology Company 04 — Results Faster quote creation, version-controlled PDFs, improved accuracy The Table Wizard and PDF automation significantly improved user efficiency and accuracy across the quoting process. Faster Quote CreationInline CRUD operations eliminate multi-screen navigation — Quote Line Items created, edited, and deleted without leaving the Quote record.Consistent PDF VersioningAuto-saved PDFs with creation date, Quote name, and version number — always clear which version was sent to each customer.Improved Data AccuracyStreamlined interface reduces manual errors in Quote Line Item management — visual highlighting surfaces critical items before submission.Higher Sales ProductivityReps spend less time on quote administration and more time selling — faster quote turnaround and better customer experience. 05 — Technologies Built with Salesforce Sales CloudLightning Web ComponentsVisualforceApexTriggersExperience Cloud For Sales Teams Managing Complex Quotes in Salesforce Your reps shouldn’t navigate three screensto add a line to a quote. If your Salesforce quoting process requires multi-screen navigation and manual PDF assembly, we’ll build a Table Wizard and automated PDF generation that put everything in one place. Custom LWC Table Wizard for Quote Line ItemsInline CRUD operations on the Quote recordColour-coded row highlighting for prioritisationVisualforce PDF generation with version controlAuto-save with consistent naming conventionApex triggers for data processing Book a Free Consultation See Custom Development Other Case Studies Technology · USA Salesforce CPQ Quoting Enhancements Product rules, bundling, and Apex logic for faster accurate quoting. ↓Time-to-quote↑Accuracy↑Deal speedCustom development →Real Estate · USA Commission Management for a Real Estate Company Automated statements, LWC form, Community access. 0Manual stepsPDFAuto-generated✓Mobile & CommunityCustom development →Education · USA AI-Powered Email Helper for Salesforce ChatGPT integration for email thread summarisation and reply drafting. ⚡Instant summaries↓Manual email time✓Tone consistencyCustom development → All Case Studies → Learn More In Blog Insights, how-to’s and Salesforce best practices from the TrueSolv team Articles Zero Copy Data Strategy For Salesforce Leaders Your data pipeline costs are high because duplication is still the default. DKDilyara Kolesnikova25 March 2026 How to’s How to Upload Custom Metadata Type Records from CSV Salesforce said no to Data Loader for custom metadata.
Advancing BNPL Operations with Salesforce Automation and Integration
Salesforce BNPL Operations Automation — UAE Finance | TrueSolv Home›Case Studies›BNPL Salesforce Automation Finance🇦🇪 UAESales Cloud · Experience Cloud · Marketing CloudApex · Flows · Platform Events Streamlining BNPL Operationswith Salesforce Automation& Integration A BNPL provider in the UAE needed seamless merchant data synchronisation, automated financial workflows, risk management, and compliance tracking. TrueSolv built a comprehensive Salesforce solution covering merchant sync, dynamic rate management, fraud detection, and advanced dashboards. IndustryFinance / BNPLPlatformSales Cloud + Experience Cloud + Marketing CloudCountryUAETypeCustom Development Merchant data synced, rates automated, compliance enforcedSales Cloud · Experience Cloud · Marketing Cloud Account Engagement ✓ Real-time merchant status and transaction sync between Salesforce and partner portalPreviously: manual reconciliation↓ Manual effort in rate management and payment trackingDynamic automation handles adjustments automatically↑ Merchant relationship quality through automated communicationDynamic terms and reminders build trust↑ Compliance adherence with automated KYC/AML-style notificationsFraud and risk workflows trigger automatically Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to automate financial workflows and merchant operations on Salesforce? See Custom Development 01 — Challenge Fragmented merchant data, manual rate management, and compliance gaps The BNPL provider required seamless synchronisation of merchant data between Salesforce and a partner portal, automation of lead and opportunity workflows, and optimised support processes. Financial complexity included dynamic rate management, payment tracking, and compliance with country-specific regulations. Fragmented merchant data: No consistent sync between Salesforce and the partner portal — statuses and transaction histories out of alignment. Manual rate management: Merchant rate adjustments based on performance and location required manual intervention. Risk gaps: Unusual merchant activity and financial discrepancies identified too late — no automated flagging. Compliance complexity: Country-specific BNPL regulations required automated notification and agreement tracking. 02 — Solution End-to-end Salesforce automation for merchant lifecycle and financial operations TrueSolv delivered integration and financial sync, automated financial workflows, risk automation, productivity enhancements, and custom compliance features — across Sales Cloud, Experience Cloud, and Marketing Cloud Account Engagement. BNPL merchant dashboard — transaction histories, rate status, and compliance milestones in one view. 1Integration and Financial SyncMerchant statuses and transaction histories synced in real time Merchant statuses, transaction histories, and payment terms synced between Salesforce and the partner portal — ensuring consistent data flow and eliminating the manual reconciliation that previously caused discrepancies. 2Financial Workflow AutomationDynamic rates, payment reminders, and unqualified lead management Automated rate adjustments based on merchant performance and location. Products and financial terms assigned dynamically by merchant category and country. Automated payment reminders sent, and unqualified leads moved to inactive status — without manual intervention. 3Risk and Compliance AutomationFraud flags, compliance notifications, and case creation on anomalies Financial discrepancies trigger case creation, task assignments, and opportunity updates automatically. Risky transactions and unusual merchant activity flagged for review. BNPL regulatory compliance maintained with automated notifications for agreement and financial term updates. “We were manually reconciling merchant data between two systems every week. Now everything syncs in real time, rates adjust automatically, and compliance notifications go out without anyone touching them.“ Managing a BNPL operation across multiple merchant categories and countries is genuinely complex. TrueSolv built automation that handles what used to be a full-time manual job. Rate adjustments based on performance now happen automatically. Fraud flags surface before they become problems. The dashboards give us actual visibility into operations. Our compliance team stopped worrying about missed notifications. KAKhalid A.Chief Operations Officer · UAE BNPL Provider 04 — Results Streamlined operations, automated compliance, stronger merchant relationships The Salesforce solution transformed the BNPL provider’s operations — automating manual processes and delivering visibility, compliance, and merchant relationship quality at scale. Streamlined Financial OperationsRate management, payment tracking, and overdue reminders automated — significant reduction in manual effort across the operations team.Improved Risk MitigationFraud detection workflows and compliance notifications enhanced financial security — unusual activity caught before it escalates.Optimised Merchant RelationshipsDynamic financial terms and automated communication strengthen merchant trust — less manual outreach, more consistent engagement.Actionable Financial InsightsAdvanced dashboards provide visibility into KPIs, compliance adherence, and operational metrics — data-driven decision-making at every level. 05 — Technologies Built with Salesforce Sales CloudExperience CloudMarketing Cloud Account EngagementApexSalesforce FlowPlatform EventsValidation RulesLWC For BNPL and Fintech Providers Your merchant operations shouldn’trun on manual reconciliation and spreadsheets. If you’re managing BNPL merchant data across multiple systems with manual rate adjustments and compliance tracking, we’ll automate the full lifecycle on Salesforce. Merchant data sync between Salesforce and partner portalDynamic rate and financial term automationAutomated payment reminders and compliance notificationsFraud and risk detection workflowsAdvanced operational dashboardsCountry-specific regulatory compliance automation Book a Free Consultation See Custom Development Other Case Studies Finance · USA Subscriptions and Payments with Experience Cloud Stripe + Google Analytics integration with a guest portal for a finance platform. ✓Stripe integrated↑Onboarding📊GA insightsCustom development →Finance · USA Financial Services Intake with Salesforce FSC Equifax integration, KYC/AML automation, Omni-Channel routing — 80% less manual processing. -80%Manual processing-22hTo <2h onboarding35%Advisor follow-upCustom development →Fintech SaaS · UK Salesforce + Stripe Integration for Subscription Billing Real-time MRR sync, renewal automation, churn alerts — live in 6 weeks. 6 wksFull setup+28%Renewal rate3h/wkAdmin savedPackage: Scale → All Case Studies → Learn More In Blog Insights, how-to’s and Salesforce best practices from the TrueSolv team Articles Zero Copy Data Strategy For Salesforce Leaders Your data pipeline costs are high because duplication is still the default. DKDilyara Kolesnikova25 March 2026 How to’s How to Upload Custom Metadata Type Records from CSV Salesforce said no to Data Loader for custom metadata. Here is what actually works. STSergey Trusov23 March 2026 Articles Data 360 Lineage For Trusted Numbers Two reports. Two very different numbers. One very uncomfortable meeting. ARAnastasiia Rashkina20 March 2026 Articles Salesforce External Client Apps Integration Governance Most orgs have integrations nobody fully owns. Built by a consultant who left. ARAnastasiia Rashkina18 March 2026 Articles Salesforce Health Check Service for Secure CRM Find security gaps, slow automation, dirty data, and brittle integrations. DKDilyara Kolesnikova5 March 2026 News Salesforce Spring ’26 Release — Top Features by TrueSolv Spring ’26 brings meaningful updates to Agentforce, Einstein, and Flow. DSDaria Savelieva02 March 2026 Read all articles
