Sales Cloud, Retail, Salesforce

LevelShift Enables a Real Estate Leader to Ensure Business Continuity with a Secure Payment Gateway

LevelShift Enables a Real Estate Leader to Ensure Business Continuity with a Secure Payment Gateway

About the client

Client is a full-service design, marketing, consulting company specializing in the real estate industry for more than 23 years by helping real estate agents dominate their farm areas through highly effective geographic farming.

Solution

  • Restructured the payment transaction process in Salesforce to avoid payment failures.
  • Payment status updates were streamlined to happen at multiple intervals at the stipulated frequency.
  • Implemented corrective actions to all existing records.

Benefits

  • Payment process worked smoothly.
  • Entire payment process could now be tracked and monitored closely.
  • Credit card details were masked for enhanced security.
  • Restructuring of records improved productivity.

Technology

Salesforce: Sales Cloud

Technologies: Apex, Flows

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