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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