Salesforce AppExchange app customization for easy Worksource attachments in Salesforce
80%
Ease in monitoring and sending email attachments without any hassle
59%
Preview of the email body before sending to improve work quality
45%
Preview of the email body before sending to improve work quality
Overview
From scattered records to a single automated flow
What You Need to Know
Efficient email management is crucial for businesses, as the streamlined attachment process directly impacts work quality and productivity
Why It Matters
Worksource aimed to simplify the addition of Worksource file links to emails to optimize Salesforce usage for medical device companies for access to up-to-date materials and time efficiency.
What HIC Did
HIC Global Solutions developed a custom Salesforce AppExchange app introducing features like To/CC/BCC multi-lookup for efficient record searching, and automatic client ID generation.
Challenges Faced
Bottlenecks slowing every hand-off
Inefficient Email Attachment Process
Issues in adding Worksource file links to email as attachments.
Complex MultiLookup
Complexities in searching and selecting records from Salesforce with different email addresses.
Rigid Custom Settings
They were facing issues with the custom settings as the client id could not be created automatically.
Limited Email Body Preview
Existing limitations in preview functionality posed a challenge to the quality control of outgoing communications.
About the Company
Worksource offers customized Sales enablement tools that help to develop, and publish content that’s stored securely in the cloud. They focus and deliver their services to primarily medical device companies allowing them to use the most up-to-date and accurate materials that save their time.
It allows their customers to have their collateral accessible from Salesforce. This can be achieved just by attaching the collateral to an email using the Worksource lightning component.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Email Integration:
Addressed the challenge of email body preview by implementing a custom email solution. This enhancement now includes the email of the logged-in user, providing a clear preview before sending.
To/CC/BCC Multi-Lookup Implementation:
Within the custom Salesforce AppExchange package, developers integrated a robust multi-lookup functionality for To, CC, and BCC, enabling users to search and select records from Salesforce effortlessly, enhancing communication efficiency.
Automatic Client ID Generation Module:
Incorporated a module to address the challenge of automatic client ID generation in the custom app. Custom settings were modified and integrated to ensure a seamless and automated process for generating client IDs.
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