Salesforce Community Cloud Customization

Salesforce Community Cloud Customization

Industry:
Finance

Technology Used:

  • Salesforce Community Cloud
  • APEX Code
  • JavaScript
  • Chart.js
  • Visualforce

Client:

A US-based financial consulting organization seeking to optimize collaboration within their existing Salesforce Community Cloud platform for investors, agents, and manufacturing units involved in deal execution.

Requirement:

    The client required enhanced user roles and permissions within their existing Community Cloud license to facilitate more granular control and personalized collaboration functionalities. Budgetary constraints limited the option of upgrading to a higher edition with built-in features.

Solution Delivered:

TechWize delivered a cost-effective solution through

  • Custom User Roles:Creation of new user roles tailored to specific user groups within the platform, enabling targeted access and permissions.
  • Sharing Logic Manipulation:Implementation of custom logic to manipulate Salesforce's default sharing model, granting access to relevant records based on user roles and group memberships.
  • Permission Granting Mechanism:Development of a custom permission granting mechanism to ensure granular control over data access for users with different roles.
  • Rigorous Testing:Comprehensive code review and testing procedures ensured the solution functioned as intended and met the client's specific business needs.

Results:

The client was able to get the following results –

By leveraging the existing Community Cloud license and implementing custom functionalities, TechWize successfully

  • Enhanced Collaboration:Enabled more personalized collaboration experiences for various user groups within the platform.
  • Cost Savings:Avoided the need for a costly upgrade to a higher Salesforce edition, resulting in significant cost savings for the client.
  • Maintained Functionality:Ensured seamless platform operation and continued user access to essential functionalities.
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