M.S. Rau

The Overview

Industry

E-Commerce, Retail

Products

Integrations, Quip, Sales Cloud

Challenge

  • Client was using Salesforce Classic and wasn’t optimized to move to Lightning Experience
  • There e-commerce platform wasn’t integrated with Salesforce which caused double-entry of data and fractured reports
  • Need one centralized place for Salesforce users working as efficiently as possible

Solution

  • Moved over to lightning platform that allowed custom components to allow more platform capabilities
  • Bi-directional API Integration with Shopify created highly customized lightning component  
  • Built lightning email app to construct email with products images/info while inside of email

Results

  • Product is setup in Salesforce and pushed into Shopify
  • Sales team does not have to leave Salesforce to send targeted and customized email messages

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