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case studies

GeneralPublished on: Fri Feb 10 2023

Salesforce Application Development To Enhance Marketing Operations and Workflow

About Our Client

A technology company dedicated to empowering customer support teams with tools to elevate the quality of their service. They help enterprises serve their customers, employees, and partners, faster and more effectively using AI and custom NLP models to automate routine and customer support tasks. 


Client’s Challenges

·        The client wanted to develop a Salesforce application to formalize their marketing emails and workflow.

·        They also wanted to place the app in AppExchange to make it available for the Customer’s current clients and enlarge the client base with other mid-market and enterprise-level sales teams in Salesforce.

Hexaview’s Solution

·        Created an application that accepted parameters like record name, email, template name, etc., from the API and deliver the email to the concerned contacts.

·        The integration of Salesforce and the third-party platform was performed with REST API callouts.

·        Technology Stack: Postman, REST API, Salesforce APEX.

Impacts on Business

·        List the application in AppExchange and earn revenue from the application’s downloads.