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
Improving Banking Support Efficiency With Salesforce Financial Services Cloud and Einstein AI Learn how TrueSolv helped deliver 24/7 support with Salesforce Financial Services Cloud and Einstein AI chatbot for banking company. More cases Platforms Service Cloud, Einstein AI, Agentforce Financial Services Industry financial Services Country USA Challenge 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, which pushed satisfaction down and contact center costs up. Growing inquiry volume across phone, email, and web Slow response times because the team could not keep up No 24/7 support coverage Repetitive questions overloaded agents Agents pulled away from complex, high value cases Customer satisfaction decreased Contact center costs increased Solution The bank rolled out Salesforce Financial Services Cloud with Einstein AI to modernize support, launching a 24/7 chatbot on web and mobile to handle routine questions, auto triaging complex cases to the right specialists, connecting to internal systems for personalized answers, and guiding agents with next best actions from a single customer view. Salesforce Financial Services Cloud as the support hub. Put service work in one place with a unified customer profile and interaction history. Give teams a single workspace to handle cases and see full context. Einstein chatbot for 24/7 self service on web and mobile. Answer frequent questions in natural language using the bank knowledge base and scripted scenarios. Resolve simple requests automatically and deflect repetitive inquiries. Einstein Case Classification for smart triage and routing. Classify complex inquiries right after case creation. Route cases to the right specialist queue or team based on predicted fields. MuleSoft and API integrations for personalized answers. Connect internal banking systems securely through APIs. Return verified, personalized info in bot replies after identity checks. Einstein Next Best Action to guide agents during calls and chats. Surface context based recommended next steps and relevant products. Let agents accept a recommendation and launch the right flow or action from the console. Results 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 while delivering faster, more consistent 24/7 support. Automation and agent workload Every third of typical customer requests handled automatically by the chatbot Lower agent load and more time available for complex cases Faster support Average first response time dropped from to minutes Overall resolution time decreased Better customer experience Customer satisfaction increased by third thanks to quicker, higher quality support Business impact Payback in under through staffing efficiency and improved retention 24/7 support delivered with consistently high service quality Technologies Salesforce Financial Services Cloud Einstein Case Classification Einstein Next Best Action MuleSoft and API integrations Einstein Bots ChatGPT 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 Solving User Management Challenges with a Custom Salesforce App Technologies: Sales Cloud, AWSIndustry: Translation and Transcription ServicesCountry: USA Learn how TrueSolv developed a Salesforce app to automate user permissions and ensure consistent configurations, enhancing security and operational efficiency across a large user base. Learn more → Enhancing Email Marketing in Healthcare with Marketing Cloud Technologies: Marketing CloudIndustry: HealthcareCountry: USA Explore how TrueSolv transformed email marketing for a healthcare client using Salesforce Marketing Cloud, enabling automated, personalized campaigns that enhanced user engagement and streamlined processes. Learn more →
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 →
Transforming Healthcare Operations with a Customized Salesforce Solution
Transforming Healthcare Operations with a Customized Salesforce Solution Discover how Truesolv helped a European healthcare provider transform appointment scheduling, billing, patient record management, and secure nurse access through a fully customized Salesforce platform — boosting efficiency, accuracy, and patient care. More cases Platforms Service Cloud, Experience Cloud, CPQ Industry Healthcare Region Europe Challenge A healthcare provider in Europe required a robust, scalable platform to improve operational efficiency and patient care. The organization faced several key challenges: Appointment Management: Difficulty in efficiently scheduling and managing doctor appointments. Billing and Invoicing: Reliance on external billing tools led to fragmented processes for invoice generation and payment tracking. Patient Records: Lack of a secure, centralized system to store and manage detailed patient information. External Access: Nurses needed access to patient data and schedules without compromising system security or functionality. These challenges were compounded by a lack of integration between existing systems, resulting in manual data entry, operational inefficiencies, and limited team collaboration. Solution To address these issues, Truesolv developers implemented a customized Salesforce solution by leveraging various Salesforce Clouds and advanced configurations: 1. Appointment Booking System Built a custom scheduling solution within Salesforce Service Cloud. Used custom objects to manage doctor availability and appointment slots. Automated appointment reminders via Salesforce Flow, reducing no-shows and enhancing efficiency. 2. Billing and Invoicing Implemented Salesforce CPQ for automated invoice generation and payment management. Created custom invoice templates to streamline billing workflows. Integrated external payment gateways for real-time payment tracking and reconciliation. 3. Patient Records Management Developed custom objects to store detailed patient data, including medical histories and treatment plans. Enforced data encryption and role-based access controls to meet healthcare data protection regulations. 4. Secure Access for Nurses Deployed Salesforce Experience Cloud to create a secure portal for external nurse access. Configured community user licenses for controlled visibility of appointments, patient records, and billing information. Results The Salesforce implementation delivered significant improvements across the organization: Increased Efficiency: Reduced appointment scheduling errors and improved time management for staff and doctors. Accurate Billing: Automated processes minimized billing errors and shortened the payment cycle. Improved Patient Care: Centralized patient data facilitated quicker, more informed, and personalized treatment decisions. Secure Collaboration: Nurses gained timely, secure access to relevant data, improving care coordination and reducing delays. Technologies WordPress Rest API Apex 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 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 → 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 →
Streamlining Financial Services Intake and Advisory with Salesforce FSC
Streamlining Financial Services Intake and Advisory with Salesforce FSC Learn how we unified fragmented client data, automated intake, enrichment and compliance processes for a U.S.-based financial services firm. Using Salesforce Financial Services Cloud and integrating real-time lead capture, Equifax credit validation, Omni-Channel routing, and KYC/AML automation. Advisors gain a consolidated household view, accelerate onboarding, optimize lead prioritization, and ensure regulatory compliance. More cases Platforms Financial Services Cloud Industry Finance Country USA Challenge Our client, a U.S.-based financial services firm offering debt relief, loan restructuring, and holistic wealth-management solutions, was hampered by fragmented data across disparate intake channels. Prospective clients submitted information via WordPress landing pages—loan-restructuring quizzes, debt-consolidation assessments, retirement-planning checklists—but those leads landed in ad-hoc CSV exports and spreadsheets. Manual CRM entry introduced duplicates, delays, and blind spots in each household’s financial profile. As a result, advisors lacked a unified, compliant view of client needs and risk attributes, undermining both efficiency and client trust. Solution We delivered an end-to-end intake-to-advisor platform built exclusively on Salesforce Financial Services Cloud (FSC), leveraging its industry-optimized data model, relationship mapping, and automation: 1. Household & Relationship Modeling Captured all leads as Person Accounts and automatically grouped them into Households based on shared address or employer data.Tracked co-applicants, dependents, trusts, and other affiliations via FSC’s Relationship object, giving advisors instant visibility into each account’s decision-making network. 2. Real-Time Intake & Financial Snapshot Deployed a managed Gravity Forms↔FSC integration using webhooks to create or update Person Accounts in real time, linking them to existing Households. Ingested declared balances (loan amounts, credit-card debts) directly into the Financial Account object at intake, providing sales managers with an immediate, consolidated financial snapshot and calculated metrics based on input parameters. 3. Automated Enrichment & Compliance Implemented a REST API integration with Equifax to ingest, parse, and validate account balances, loan terms, and credit-risk scores, automatically populating the Financial Account and Affiliation objects.Embedded KYC/AML checks via External Services: every new or updated Person Account triggers automated compliance screening, generating review tasks for flagged cases. 4. Omni-Channel Routing & Personalized Engagement Configured Omni-Channel to prioritize high-potential households—based on combined debt relief opportunity and credit-risk profile—for senior advisors.Routed lower-tier prospects into self-guided Action Plans, delivering tailored email journeys and aligned with each prospect’s financial profile. 5. Advisor Dashboard & Analytics Built a unified client dashboard: net-worth trends, open tasks, relationship maps, and upcoming compliance milestones. Results 1. Unified Client View Advisors now access every household’s liabilities, credit scores, and compliance status in one consolidated interface—driving more informed, trust-based conversations. 2. Accelerated Onboarding Real-time lead capture and automated enrichment reduced manual data processing by 80%, cutting time-to-first-contact from 24 hours to under 2 hours. 3. Optimized Lead Prioritization Omni-Channel routing increased senior advisor follow-up on high-value prospects by 35%, while self-guided Action Plans boosted lower-tier engagement by 25%. 4. Embedded Compliance Automated KYC/AML screening eliminated manual bottlenecks, lowering regulatory risk and ensuring audit readiness. 5. Scalable Growth FSC’s flexible data model and Action Plans enable rapid expansion into new service lines—such as mortgage consolidation or insurance referrals—without costly rearchitecting. Technologies WordPress Rest API Apex 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 Solving User Management Challenges with a Custom Salesforce App Technologies: Sales Cloud, AWSIndustry: Translation and Transcription ServicesCountry: USA Learn how TrueSolv developed a Salesforce app to automate user permissions and ensure consistent configurations, enhancing security and operational efficiency across a large user base. Learn more → Enhancing Email Marketing in Healthcare with Marketing Cloud Technologies: Marketing CloudIndustry: HealthcareCountry: USA Explore how TrueSolv transformed email marketing for a healthcare client using Salesforce Marketing Cloud, enabling automated, personalized campaigns that enhanced user engagement and streamlined processes. 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 →
