CASE STUDY
Optimizing the Salesforce Environment for a Global Provider of Credit Ratings
About The Client
The client is the world’s leading provider of credit ratings, benchmarks, and analytics, also providing workflow solutions in the capital, commodity and automotive markets.
Industry | Financial Services
Solutions | Salesforce
Location | USA
Business Challenges
- The client faced several challenges within their Salesforce environment, including identifying and addressing performance issues, persisting Governor Limits, outdated Workflows and Batch Apex processes.
- They required a seamless integration of Einstein Bot, implementing CTI, and integrating Slack for Salesforce.
- Optimizing and aligning Einstein Analytics to create an expedient approach to access insights and explore data was requested.
Business Solutions
- Governor Limit Mitigation: We implemented Asynchronous Apex and Platform Events to overcome Governor Limits, ensuring smoother development processes.
- Enhancement through Flow: We introduced new Flow characteristics into various existing functionalities to streamline and enhance performance, reducing the need for customized code.
- Salesforce Slack Integration: The introduction of Slack for Salesforce was set to enhance the productivity of both Sales Cloud and Service Cloud functionalities.
- Einstein Analytics Generative AI: Our deployment of Einstein Analytics Generative AI solutions accelerated the time required to gain insights and explore data, providing results within seconds.
Key Outcomes
Delivered Comprehensive Performance Metrics
Empowered Client Control Automation
Ensured Governor Limit Relief
Enhanced Sales Insights
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