Hexaview worked with the Business transformation partner of a renowned Insurer
Fintech
Binding seamless Technology with Finance
case studies
GeneralPublished on: Fri Feb 10 2023
About Our Client
Founded in 2002, an Information Technology & Services company that helps organizations improve business efficiency with high-quality web solutions through digital transformation.
Client’s Challenges
· Given the increased number of projects and their complexity, the client needed support for their hyper business growth.
· They were looking for a seasoned Salesforce Developer to provide Salesforce expertise and services as a long-term trusted partner.
Hexaview’s Solution
A full-time, on-site staff salesforce developer with a comprehensive set of skills was aligned with the client for added support, as needed. We helped them in the following ways so far:
· User-friendly Salesforce Community Portal: Implemented custom labels in the pages of Community Portal that helped users to see the content in their preferred language.
· Sharing rights: Incorporated permission sets and sharing rights to make the data more secure and visible only to the required group of users.
· Automation: Created apex triggers to assign permissions automatically to the users based on the business rules.
Tools and technologies used: VSCode, GitKraken, APEX, Lightning Web Components, Community Cloud.
Impacts on Business
· With the help of our knowledgeable Salesforce resources, the client was able to secure their platform and improve the user experience.
Team Hexaview continues to provide its resources to ensure the client’s Salesforce ecosystem remains operationally secure and responds appropriately to developing business needs.
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