Website–Salesforce Integration for Fast Access to Marketing and Sales Materials

Client

The Client is a US-based startup, whose clients are mid-market and enterprise-level companies. The Client helps its customers’ sales teams to advance in the sales process, formalizing their marketing materials with the templates from the Client’s website. The company’s customers can upload their marketing materials (case studies, success stories) into this website and adjust them to a predesigned format, which allows them to reduce design costs.

Challenge

The Client commissioned ScienceSoft to develop a Salesforce custom app for Sales Cloud integration with the website for their clients to formalize marketing content and later have access to it in Salesforce. The Client also wanted to place the app in AppExchange to make it available for the company’s current customers and enlarge the customer base with other mid-market and enterprise-level sales teams with accounts in Salesforce.

Solution

ScienceSoft’s team created a single-page web application with the Lightning Component framework to address the Client’s need to ensure access to its website right from Salesforce solutions of its customers. The application was designed for both Salesforce Classic and Lightning Experience UIs. The integration of Salesforce Sales Cloud and the Client’s website was performed with REST API callouts using OAuth 2.0 for user authentication.

The application enabled automated designing of case studies and success stories of the company’s customers and made this formatted content appear in a separate section of the Account and Opportunity records in Salesforce solutions of customers. The application enabled the search of marketing materials right in Salesforce Sales Cloud with the possibility to tune search fields based on the account name and size, deal size, industry, etc. Due to this functionality, the content describing a deal similar to the Account/ Opportunity a sales rep is working with appeared in these Account/Opportunity records.

Results

The Client got a tailor-made single-page web application for Salesforce Sales Cloud integration with its website. The application can help the company’s customers enhance the performance of sales teams engaged in complex sales providing them with relevant case studies and success stories of the unified format. The application appeared in AppExchange, which was the Client’s main benefit since they got revenue from the application’s downloads.

Technologies and Tools

Salesforce Sales Cloud, Lightning Component, REST API, OAuth 2.0, Apex Code.