Salesforce Page Layouts for Trimming Access Times, enabling Agent Productivity, and Interoperability for a Salesforce solutions firm serving legal institutions
About Company
Headquartered in Sugarland, Texas, Advologix is a digital consultancy for Legal Document and Case Matter processing to several Law Firms, Legal Departments and Public Service Organizations.
It devises centralized information management systems for legal establishments and institutions. Its core directive is to streamline case processing right until resolution.
Challenges Faced
As a Salesforce solution firm to legal institutions of varying interests, Advologix would frequently encounter requirements for enhancements to improve Records access for case files.
Agents at its client base would often have to switch between departmental pages an overwhelming number of times for each Legal Filing.
This would create artificially inflated access times for the often numbered representatives evaluating these files.
Key Improvement for Client
The Solutions:
We at HIC created and configured a dynamic Lightning Component for Advologix’s client base to act as the bedrock for the multiple, custom page Layouts it provided.
By design, these were meant to be accessible and launched from any object, and enabled Record editing from anywhere. Pages adding supported adding tabs to different views by departmental for interoperability.
Result:
- Agent productivity expanded to counsel more cases
- Inefficiency of tab-trails replaced by Single View convenience
- Broader access to Layout preferences
- Climb in inter-departmental operability for Records
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