Salesforce Customization For Dental Services
Introduction
Our client is an American global fashion company that was founded by the mother – daughter duo and sells merchandise for girls that the founders would prefer to wear. The brand promotes the passionate dreams of the founders as they intend to build a community of girls, involving girls in almost whatever they do. They offer active wears and leggings for girls, chic prints and all – high on comfort levels.
We worked with client in two different areas – Salesforce Implementation and Salesforce Integration with Shopify.
Problems & Challenges
If they would have chosen a different company and a different technology then the project would have taken 6 or 7 months. But, while choosing a Salesforce Certified Partner like AnavClouds they managed to complete the same project within a month.
Here are the challenges that we faced in the project:
- Adding consolidated conversation threads for each email, case and other custom objects in chronological order along with their icons.
- For each conversation, there should be options for “reply”, “reply all” and “forward”.
- There should be functionality for inbound and outbound emails/messages.
Solution
Technology: Lightning Component, Apex class.
- The client wanted to view all the conversations for his customers in a single place irrespective of customers creating cases or sending direct emails or conversing while doing transactions/orders, without navigating to multiple pages to view customer activities.
- View the activities/conversations for any of his customers in a collaborative manner and in chronological order.
So we have implemented a custom component which will fetch all the activities/conversation of any customer from all the places and with visibility at one place – in chronological order. We have used different icons to see through which platform he has communicated.
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