Our customer is one of the largest, integrated digitalized service providers incorporating the latest technology with the finest infrastructure. A pioneer in film and video post-production providing end-to-end services across film/tape digitizing and restoration including but not limited to assessment and conservation, photochemical restoration, color grading (DI), metadata, digital mastering, computer graphics/VFX and technology solutions to the global archives.
They use Salesforce as their CRM to maintain leads and opportunities, Billing &payments, and monthly installments payments. Salesforce is a platform on which you can organize your business contacts, products, vendors, and leads.
They were facing difficulties giving access to the new user and transferring the records from one user to another.
- They want to change the Salesforce license from existing to new users.
- Our customer was not able to import data as they were using salesforce professional edition.
- They want to move the existing user to a new user for the lead all access, and opportunity view
- They need Salesforce Office 365 integration, and email campaign procedure.
- Lead Owners alone should have visibility for their leads
- Changed the existing Salesforce license user to another user and gave access to all leads and opportunities, also assign the existing user profile to the new user.
- We have created a schedule trigger flow that sends an email notification as per the scheduled time.
- Salesforce office 365 integration passes the internal and external systems.
- We can send a list email to a list of contacts, leads, or campaign members using Send List Email Button. This Button will be available in Lightning.
- Created permission set for the lead owners to have visibility for their leads.
- Category: Sales Cloud
- Client: Prasad corp
- Location: chennai
- Year Of Complited: 2022