Salesforce Google Drive Integration for FinTech Organization

Technology Used

Sales Cloud, Service Cloud, Apex, Apex Governor Limits for performance tuning, SOAP and REST APIs, Salesforce SOQL, SOSL, Sales Cadence (add-on), Files Connect (integrate Salesforce/GDrive), GitHub, JIRA

Team Size

Composite from Congruent & Customer, 2 member team from Congruent

Project Duration

Ongoing

Congruent has seamlessly integrated Salesforce Reports with Google Drive. We also provide performance tuning, cleanup, maintenance, support, and monitoring for integration services with third-party systems using REST APIs alongside Salesforce.

Industry

FinTech – Loan Origination

Customer Profile

This customer is an unsecured business lender in Australia, focuses on enhancing the payment experience and aiding small and medium-sized enterprises (SMEs) in managing their cash flow effectively.

Customer Situation

  • Very limited knowledge of the functionality and setup of Salesforce.
  • Challenges in monitoring and tracking the integration points.
  • Unaware of the ‘deprecation’ of several functionalities written earlier affecting the performance of the integration services.
  • Need the ability to publish Salesforce Reports to multiple merchants without procuring Salesforce licenses.

Congruent’s Solution

Congruent is providing performance tuning, troubleshooting, cleanup, maintenance, support, and monitoring services for

  • Sales Cloud integration with third-party systems via REST APIs.
  • Service Cloud case management for tracking loan application status.
  • Integration of Salesforce Cadence with Salesforce for messaging and communication.
  • Use of Files Connect and Lightning Web Components (LWC) to push Salesforce Reports to Google Drive and create a custom tab for Google Drive in the Salesforce Console.
  • Troubleshooting of issues in REST API integration with third-party systems.

Benefits

  • Ongoing support with extensive product expertise for issue analysis and bug fixing.
  • Improved performance through proactive monitoring, analysis, and optimization.
  • Cost savings achieved by removing unnecessary Salesforce licenses for merchants, allowing customers to allocate their budget strategically.
  • High-quality resource monitoring for REST APIs.
  • Enhanced the product by removing outdated features and improving performance.

Congruent’s Key Challenge

  • Limited knowledge of the functionality setup in Salesforce
  • Reverse engineer and deep-dive into the code base to understand the functionality

Know more about our Salesforce Integration Services