Sales Cloud, Technology, Salesforce

A Technical Consulting Firm Transformed Consumer Experience with Salesforce Community Portal Customization

A Technical Consulting Firm Transformed Consumer Experience with Salesforce Community Portal Customization

About the client

The client develops innovative benefits and HR services for large and small employers. Their services are distributed by over 200 insurance brokers, benefit consultants, banks, and other benefit intermediaries.

Solution

  • Created the baseline for the Community Portal, adding CSS styling to the look and feel and improving the overall User Experience for the Customer Portal.
  • A dashboard component was added to the case page.

Benefits

  • Lightning components make the community portal more attractive and customizable, allowing clients to personalize their portal.
  • The ability to rapidly access case status and the logged-in user’s data-enhanced productivity by up to 55% and expanded accessibility.
  • Reduced the complexity of the client’s work process.

Technology

Salesforce: Sales Cloud, Experience Cloud

Technologies: Apex, Visualforce, Lightning Web Components, Flows, Chart JS, JavaScript

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