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.
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 →
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 →
Streamlining Contract and Voucher Management with Sales Cloud and SAP
Streamlining Contract and Voucher Management with Sales Cloud and SAP Learn how TrueSolv helped an international energy company automate contract and voucher management by integrating Salesforce Sales Cloud with SAP. Wizard-driven workflows and real-time sync reduced manual work, cut errors, and improved customer service across high-volume operations. More cases Platforms Salesforce Sales Cloud, Sap Industry Energy Country USA Challenge An international energy company required a more efficient way for operators to manage customer contracts, connection points, and voucher programs. With extensive customer data and the need to synchronize multiple records across systems, operators faced cumbersome manual workflows. The complexity was heightened due to the frequent need to verify voucher eligibility against varying criteria (such as customer type, location, and voucher status) and then integrate the details with third-party services like SAP for real-time processing. As the number of records grew, delays and errors became common, affecting customer satisfaction and operational efficiency. Solution Leveraging Salesforce Sales Cloud, we developed a custom application designed for seamless contract and voucher management. Each key process was encapsulated into a dedicated Aura component in a wizard format, allowing operators to move through each step methodically and verify critical information at each stage. Operators could activate and manage contracts, connection points, and vouchers, with the flexibility to search, confirm eligibility, and configure discounts dynamically. The system included integrations with SAP for data validation, document printing, messaging, and data synchronization, ensuring that any updates made in Salesforce would immediately reflect in SAP and other systems. Through the wizard interface, operators could manage specific flows for both targeted and non-targeted vouchers, utilizing automated eligibility checks to streamline voucher issuance for both new and existing customers – voucher flows. Results The custom Salesforce solution transformed the company’s operations by streamlining processes and reducing the manual workload for operators. The wizard-driven interface improved accuracy and speed, as operators could complete complex workflows without needing to switch between systems. Integration with SAP enabled real-time data synchronization, significantly reducing errors and wait times for customers. As a result, the company saw a noticeable improvement in customer satisfaction and a reduction in processing times, enhancing both customer and operator experience. This robust, scalable solution has positioned the company to handle increased volumes efficiently, providing them with the tools to focus more on customer service and expansion. Technologies Salesforce Flow Rest API JavaScript HTML CSS LWC Apex SOAP 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 Partner Collaboration with Adaptive Forms and Automated Documentation Platforms: Sales CloudIndustry: TechnologyCountry: Israel TrueSolv built a custom Salesforce Partner Community with a Knowledge Base, adaptive forms, and PDF automation, boosting collaboration, streamlining cases, and enabling partner self-service. Learn more → Transforming Mental Health Data Management with Salesforce Platforms: Sales CloudIndustry: HealthcareCountry: USA Explore how TrueSolv digitized paperwork for a US mental health provider with a custom Salesforce solution, using LWC and PDF automation to streamline data and enhance patient care. Learn more →
