Salesforce Integration to automate, manage and store customer’s credentials in Salesforce from LiquidMerge & update records Easily
100%
Managing and storing customers’ credentials in Salesforce got better with the integration of Salesforce and Liquid Merge
85%
Functional and better display of credentials on the first page
97%
Functional and better display of credentials on the first page
Overview
From scattered records to a single automated flow
What You Need To Know
Efficient logistics and warehouse management are crucial for business success, and concurrently, adept management of customer credentials is crucial for ensuring data security and a seamless customer experience.
Why It Matters
With its growing suite of operations, our client was facing increasingly difficult challenges in managing customer credentials management on their community portal.
What HIC Did
HIC Global Solutions orchestrated seamless Salesforce integration with Liquid Merge for streamlining case management and fortifying 3PL Central’s logistics prowess.
Challenges Faced
Bottlenecks slowing every hand-off
Credential Management on Community Portal
3PL Central faces issues in handling a large number of user credentials while ensuring data security and access control.
Automation Gap in Storing Third-Party Credentials:
Absence of automation for storing credentials from third-party sources.
Disintegrated System for Customer Information:
Disintegrated system posed hurdles in maintaining accurate and up-to-date customer information
Lack of a simplified view of records
Inefficiency in utilizing the Warehouse Management tab resulted in the cumbersome display of records and hindered the easy creation and updating of records.
About the Company
Operating out of California, our client 3PL Central provides a warehouse management system (WMS) to businesses. Our client helps their clients with a WMS that helps them increase customer satisfaction, get efficient operations, and grow.
3PL is short for third-party logistics. It is an outsourced business that takes care of a company’s supply chain and logistics operations. 3 PLs are used to outsource the warehouse and distribution needs of a company’s inventory and fulfillment.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Salesforce Integration with Liquid Merge
To manage and store the credentials of the users in Salesforce, our Salesforce developers implemented a Salesforce integration solution by integrating Salesforce with Liquid Merge (Credential Management), a third-party app.
Customizing Salesforce Dashboard
Customized Salesforce Dashboard now displays users’ credentials on the first page in Salesforce, allowing the client to click on a particular credential record to update existing data or change any field and then save it.
Updating Records in Warehouse Management
In Salesforce, Under Warehouse management, we gave them the ability to create and update the new warehouse record in the account section.
Created a Button for Viewing Cases
Built a “Create a Case” button to create cases, which gets reflected under Recently Viewed Cases and Open Cases. but if users change the status from open to closed in Salesforce, then it gets populated from open to closed cases.
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