Salesforce Sales Cloud re-design and Data Cleanup for International Machinery Parts Manufacturer
With over 37 years of experience in the development and support of SolidCAM, this company has created the most powerful CAM solution that takes your CNC machines to maximum productivity.
Today, they are the leading independent CAM company with of more than 250 dedicated developers, application engineers and sales staff as well as a global reseller network all over the world.
David Somekh
Chief Information Officer at SolidCAM
“It was a pleasure working with Nubessom!
The Team accomplished a lot of important tasks for SolidCAM, and really helped our team. GREAT GROUP OF GUYS!”
Project overview
Challenge
For this project, we detected three main challenges:
● Transition from salesforce Classic to Lightning.
● Reworking of lead processes.
● A major data cleanup.
Solution
Based on the assessment, created a plan that outlines the steps that need to be taken to migrate to Lightning. This plan included timelines, resources, and contingencies.
Tested the plan in a Sandbox environment to ensure that everything works as expected.
Provided training to all users on the new Lightning interface and its features.
Performed Migration in Production and monitored that adoption goes smoothly.
● Data governance.
● Major clean up of Account, Contact, and Lead records.
Lead rework:Lead Process readjustment.
Lead Conversion adjustments according to new business process.
● Setup base DevOps process for Org-Based Development.
Business value
40+
workflows transitioned to flows
600K
records updated / cleaned up
Salesforce solutions we used
Sales Cloud
Force.com
Features
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Integrations
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