Technology Stack
Experience Cloud, Service Cloud
Project team
Salesforce Developer, Solution Architect, UI/UX Designer and Quality Assurance Engineer
Location
UK
Industry
Fintech
The Client
Our client, a dynamic enterprise in the fintech sector, needed a tailored solution to enhance their operations and strengthen collaboration with their network of partners.
The client faced significant challenges in managing partner engagement:
Fragmented Partner Engagement
Partners lacked a centralized view of client-hosted events. The static event list in the existing partner portal made it difficult for partners to plan their contribution effectively.
Limited Scalability
Existing third-party Salesforce packages for portals were insufficient to meet the client’s needs, particularly in publishing events seamlessly. These tools lacked integration with Salesforce CMS and fell short on UI functionalities.
The client sought a scalable, Salesforce Experience Cloud-powered solution to deliver a unified experience for external partners.
Partners lacked a centralized view of client-hosted events. The static event list in the existing partner portal made it difficult for partners to plan their contribution effectively.
Limited Scalability
Existing third-party Salesforce packages for portals were insufficient to meet the client’s needs, particularly in publishing events seamlessly. These tools lacked integration with Salesforce CMS and fell short on UI functionalities.
The client sought a scalable, Salesforce Experience Cloud-powered solution to deliver a unified experience for external partners.
The Solution
| Custom Community Calendar To address these challenges, we developed a Custom Community Calendar tailored specifically to the client’s partner engagement needs. Key features included: Partner-Centric Design Embedded within the Salesforce Partner Portal, the calendar provided partners with real-time access to upcoming events via a user-friendly interface. The design emphasized ease of navigation, allowing partners to filter events by date, type, and relevance. Role-Based Access Control By implementing granular access permissions, the solution ensured partners could view only the events relevant to them, while internal teams retained full control over sensitive information. |
Seamless Salesforce Integration
Leveraging the power of Salesforce Experience Cloud and CMS, the calendar enabled seamless event creation, editing, and cancellation.
The real-time sync ensured consistency across all partner touchpoints, including mobile and desktop.
Mobile-First Optimization
The calendar was designed with responsive layouts and touch-friendly elements, ensuring a superior mobile experience.
Leveraging the power of Salesforce Experience Cloud and CMS, the calendar enabled seamless event creation, editing, and cancellation.
The real-time sync ensured consistency across all partner touchpoints, including mobile and desktop.
Mobile-First Optimization
The calendar was designed with responsive layouts and touch-friendly elements, ensuring a superior mobile experience.
Results
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Improvement in Partner EngagementThe intuitive interface and real-time updates increased partner participation in joint activities, enhancing collaboration and trust. -
Reduction in Administrative OverheadEvent management tasks, including publishing and updates, became more streamlined, reducing the workload for internal teams by half. -
Improved Event AccuracyRole-based access and seamless integration with Salesforce CMS eliminated data inconsistencies and reduced errors.
Summary
The Salesforce Experience Cloud-powered Custom Community Calendar revolutionized the client’s partner collaboration model by addressing inefficiencies in engagement and event management.
This tailored solution empowered the client to foster stronger partnerships, improve operational efficiency, and drive measurable business outcomes.
Ready to empower your partner network with Salesforce Experience Cloud?
Contact us today to explore how our custom solutions can revolutionize
collaboration and drive your business success!
This tailored solution empowered the client to foster stronger partnerships, improve operational efficiency, and drive measurable business outcomes.
Ready to empower your partner network with Salesforce Experience Cloud?
Contact us today to explore how our custom solutions can revolutionize
collaboration and drive your business success!
