SFDC Development & Support (NGO)

Scope

To enchance the process on various aspects,designed for signing up and tracking the individual actions with scores and web to case process

Challenges

• To Create a web to case with recaptcha
• To Design the landing(signup) page of visitor for event registration
• To Automate the process of sending mail using automation rules
• To customize the web forms

Topology

• Salesforce Pardot (Marketing automation platform)

Solution

• Created and customized the landing page in Pardot for event registration
• Created automation rules to auto populate some fields in prospect(visitor details) record
• Created email templates for sending emails to the registered user
• Calculated the scores for visitors based on their multiple actions
• Created and Customized the page using apex class and visual force to save case records via web forms

Results

• Effectively update interest rates In Opportunity, Quote and Quote line item
• Eliminate the manual process of create / update item in SFDC
• Eliminate the manual process to creating a new opportunity with Quote, Quote Line Item and opportunity products
• Reduce the sales rep work to sell the products