Use Case (Customer Stories) Customer Community for external users

The Appsinvent we thrive to deliver our customers the best possible solutions for the given challenges. Use cases are presented from time to time on our website to show case what our team is capable of or what we already have delivered to other customers.

This use case is about Community implementation.

The Case

One of our financial client wanted to share some support data with their customers. So, that end users can see their information and connect with other users as well. There can be few other ways to do it, but our recommendation based on various deciding factor was Salesforce Customer Community. One of the main deciding factor was time to implement this. Let’s see how the team worked on this.

The Work

Salesforce community is a very versatile and can be implemented quicker than other technologies. We do not have to test the usual features, as it’s used and tested by various larger organizations over the period of many years.

So team built the lightning components to support the needed featured in community and configured the Customer Community users to be able to login to the portal and have the below features :

  • Login to see all their current and previous Cases/Issues/Incidents
  • Connect with other users in the community
  • Ask their queries in the community to get answer from other users across the country
  • Download their engagement details
  • Follow users and interact with them
  • If you have similar project you want to execute or need some information/help, please connect to us using the contact form and our team will be on it as soon as possible.

    Use Case (Customer Stories) Audio to Text in Salesforce

    The Appsinvent team has successfully implemented a solution which is very interesting and a bit complex. We at Appsinvent are always up for challenges, as that’s what keeps us growing. The more and more complex problems we will solve the more and more the team will grow and will be able to help our customers. So we are always looking for some tricky problems from our customers. If you have something interesting, please contact us, and we are sure to help you out in some ways.

    The Case

    Here the requirement was to store a conversation between their agent and customer in Text format. It’s easier to look at a text sometime, than hearing out the audio file.

    The Work

    Our team did a research about it and finally took help of Watson API from IBM. IBM Watson voice API was used for this using bluemix platform. The recorded conversation as a audio file was sent to Watson for recognition. Watson processed the file and sent the text back to the caller. The response was sent in JSON format and the team parsed the JSON to store the text in Salesforce records.

    Watson Speech to Text API recognises multiple voices as well and can return the text based on the users. So that we can identify who said what. The API’s are growing and solving complex problems and making life more easy.

    If you have similar requirement, please connect with our team and we should be able to provide solutions to you.

    Use Case (Customer Stories)# Salesforce and DocuSign

    Salesforce is the #1 CRM on cloud and DocuSign is #1 e-Signature system. Both are the best in their domains. There are many use cases where DocuSign is used with Salesforce or other CRM systems. But here we will talk about one use case where we have an quick and simple integration between these two systems.

    The Case

    The company we deal with is into Financial lending process. They have a lot of paper works and wanted to keep everything stream lined as much as possible. Also visibility of the details to the team is a key factor. Every one in the system should have a clear knowledge of each customer of their.

    The Work

    The solution here was to install the DocuSign package from AppExchange and install it on the Salesforce org. It brings in many things already kind of out of the box, such as there will be few buttons and layouts you can enable on your objects. In this case, we were using the Case object, so we added the Generate PDF button, which will just create a contract Document as PDF , whenever the case is supposed to be closed. Also Added have added a visulforce page which shows all the status of the document such as received by customer, signed by customer etc.

    There can be more to it. We can also have used API integration to customize some of the flow and automate few steps.

    If you have any requirement as such please talk to us and we should be able to help you on that.