Project Name
Customize Salesforce for Telephony Company to Get Secure Login and Enhance Business Performance
Overview
Our client was an innovative international tech-telephony company offering user-friendly cloud telephony to enhance call center performance. The client system integrates Salesforce and another system that helps improve work processes and resource management. In addition, the client provides API tools that use web-based telephony technology to connect with CRM/ERP systems including Salesforce.
Challenges
- Enhancing user authentication by implementing auto-provisioning methods for seamless login comes as a complex challenge.
- Another issue was customizing notification popups to suit various call scenarios and requirements to make sure that they were delivered in real time.
- Optimizing the profile configuration arises as a complex challenge that includes general settings as well as optimizing search functionalities across different entities.
Our Solution
Ksolves Team provides a robust solution to our client that includes:
- First, our team customized Salesforce to update the current login system by transitioning from the traditional username and password. It works on building a more secure token-based authentication system by creating and configuring a connected app.
- This action helps in obtaining an access token through API requests. It directly enhances security, streamlines the login process, and improves consumer experience.
- For the customization of notification popups, we define the types and different scenarios for notifications including incoming and outgoing calls, answer mode, auto-answer mode, and DND mode.
- We, then, established a WebSocket connection to receive real-time data and analyze it in a proper way for triggered notifications.
- By designing the UI with dynamic and interactive elements, we make sure the client gets appealing and actionable popups to match different scenarios.
- The logic implementation helps to display the notifications rapidly and update them as per the real-time events. This also displays the authentication status of user logins to keep the user informed.
- Ksolves team created a user-friendly and intuitive interface for optimizing the profile configuration. This also helps in implementing the settings page for popup notifications by choosing additional settings to determine when and how these notifications appear.
- Even, customizing the field displayed in these pop-ups helps to provide users with the key information swiftly.
- In addition, this approach helps to manage multiple and single records by creating pages for each type. It also improves user experience by streamlining the navigation and making sure that users can access the information as per their needs.
Data Flow Diagram
Conclusion
With the successful Ksolves Salesforce customization, our team improved their telephony service. This directly switched things to a token-based login with better security and smooth logins. Our tailored solution enhances the notification popups with real-time updates and better designs to keep users updated with all records.
In addition, we made the configuration to use effortlessly which helps everyone to get the data quickly and boost overall performance. It also leads to a happier user experience and more efficient call center setup in Salesforce.
Streamline Your Business Operations With Our
Salesforce Customization Solutions!
Streamline Your Business Operations With Our
Salesforce Customization Solutions!
