Overview
Worksource, a provider of customized Sales enablement tools, sought to enhance Salesforce functionality by streamlining the attachment process for Worksource file links in emails.
What You Need to Know
Worksource aimed to simplify the addition of Worksource file links to emails to optimize Salesforce usage for medical device companies for access to up-to-date materials and time efficiency.
Why It Matters
Efficient email management is crucial for businesses, as the streamlined attachment process directly impacts work quality and productivity
What HIC Did
HIC Global Solutions developed a custom Salesforce AppExchange app introducing features like To/CC/BCC multi-lookup for efficient record searching, and automatic client ID generation.
Overview
Worksource, a provider of customized Sales enablement tools, sought to enhance Salesforce functionality by streamlining the attachment process for Worksource file links in emails.
What You Need to Know
Worksource aimed to simplify the addition of Worksource file links to emails to optimize Salesforce usage for medical device companies for access to up-to-date materials and time efficiency.
Why It Matters
Efficient email management is crucial for businesses, as the streamlined attachment process directly impacts work quality and productivity
What HIC Did
HIC Global Solutions developed a custom Salesforce AppExchange app introducing features like To/CC/BCC multi-lookup for efficient record searching, and automatic client ID generation.
About the Company
Worksource offers customized Sales enablement tools that help to develop, and publish content that’s stored securely in the cloud. They focus and deliver their services to primarily medical device companies allowing them to use the most up-to-date and accurate materials that save their time.
It allows their customers to have their collateral accessible from Salesforce. This can be achieved just by attaching the collateral to an email using the Worksource lightning component.
About the Company
Worksource offers customized Sales enablement tools that help to develop, and publish content that’s stored securely in the cloud. They focus and deliver their services to primarily medical device companies allowing them to use the most up-to-date and accurate materials that save their time.
It allows their customers to have their collateral accessible from Salesforce. This can be achieved just by attaching the collateral to an email using the Worksource lightning component.
Challenges Faced
Here are the key challenges faced by Worksource
Inefficient Email Attachment Process
Issues in adding Worksource file links to email as attachments.
Complex MultiLookup
Complexities in searching and selecting records from Salesforce with different email addresses.
Rigid Custom Settings
They were facing issues with the custom settings as the client id could not be created automatically.
Limited Email Body Preview
Existing limitations in preview functionality posed a challenge to the quality control of outgoing communications.
Challenges Faced
Here are the key challenges faced by Worksource
Inefficient Email Attachment Process
Issues in adding Worksource file links to email as attachments.
Complex MultiLookup
Complexities in searching and selecting records from Salesforce with different email addresses.
Rigid Custom Settings
They were facing issues with the custom settings as the client id could not be created automatically.
Limited Email Body Preview
Existing limitations in preview functionality posed a challenge to the quality control of outgoing communications.
Challenges Faced
Here are the key challenges faced by Worksource
They were facing issues with
- Inefficient Email Attachment Process
- Complex MultiLookup
- Rigid Custom Settings
- Limited Email Body Preview
Issues in adding Worksource file links to email as attachments.
Complexities in searching and selecting records from Salesforce with different email addresses.
They were facing issues with the custom settings as the client id could not be created automatically.
Existing limitations in preview functionality posed a challenge to the quality control of outgoing communications.
Solutions Offered
Assessing the challenges, HIC Global Solutions built a custom Salesforce AppExchange app for better email management, task creation, and overall client ID handling.
Custom Email Integration:
Addressed the challenge of email body preview by implementing a custom email solution. This enhancement now includes the email of the logged-in user, providing a clear preview before sending.
To/CC/BCC Multi-Lookup Implementation:
Within the custom Salesforce AppExchange package, developers integrated a robust multi-lookup functionality for To, CC, and BCC, enabling users to search and select records from Salesforce effortlessly, enhancing communication efficiency.
Automatic Client ID Generation Module:
Incorporated a module to address the challenge of automatic client ID generation in the custom app. Custom settings were modified and integrated to ensure a seamless and automated process for generating client IDs.
Solutions Offered
Assessing the challenges, HIC Global Solutions built a custom Salesforce AppExchange app for better email management, task creation, and overall client ID handling.
Custom Email Integration:
Addressed the challenge of email body preview by implementing a custom email solution. This enhancement now includes the email of the logged-in user, providing a clear preview before sending.
To/CC/BCC Multi-Lookup Implementation:
Within the custom Salesforce AppExchange package, developers integrated a robust multi-lookup functionality for To, CC, and BCC, enabling users to search and select records from Salesforce effortlessly, enhancing communication efficiency.
Automatic Client ID Generation Module:
Incorporated a module to address the challenge of automatic client ID generation in the custom app. Custom settings were modified and integrated to ensure a seamless and automated process for generating client IDs.
Solutions Offered
Assessing the challenges, HIC Global Solutions built a custom Salesforce AppExchange app for better email management, task creation, and overall client ID handling.
The solutions which we offered to them
- Custom Email Integration:
- To/CC/BCC Multi-Lookup Implementation:
- Automatic Client ID Generation Module:
Addressed the challenge of email body preview by implementing a custom email solution. This enhancement now includes the email of the logged-in user, providing a clear preview before sending.
Within the custom Salesforce AppExchange package, developers integrated a robust multi-lookup functionality for To, CC, and BCC, enabling users to search and select records from Salesforce effortlessly, enhancing communication efficiency.
Incorporated a module to address the challenge of automatic client ID generation in the custom app. Custom settings were modified and integrated to ensure a seamless and automated process for generating client IDs.
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