Hexaview worked with the Business transformation partner of a renowned Insurer
Binding seamless Technology with Finance
GeneralPublished on: Fri Feb 10 2023
About Our Client
A cloud-based technology consultant serving as an extension of the technology teams. They specialize in Salesforce.com implementations with a focus on data integration/automation using market-leading iPaaS tools.
The client’s existing Salesforce FSL implementation was confusing for field agents as data points need to be filled on the basis of products that are being used. However standard page layouts do not allow admins to configure page layouts on the basis of products.
· Designed and implemented a Lightning component that resolves dependencies at run time to show data in a filtered and organized manner to the end customers. This lightning component is fully customizable through clicks and can be changed easily.
· The data were organized into categories based on product families at the run time showing data points related to an individual product family.
· Aura components
Impacts on Business
· The client’s business saw considerable improvement in the data quality filled by service agents as the agents were able to fill out data easily related to specific products seamlessly.
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