Empowering Salesforce agents with online application portal

ABOUT THE CLIENT

GISMA University of Applied Science, a prominent educational service provider, recognized the need to empower their Salesforce agents with tools to efficiently manage the student application process. To enhance their capabilities, GISMA University of Applied Science decided to integrate Salesforce with a custom-built online application portal. This integration aimed to streamline the application process, allowing agents to gather necessary information from potential students effectively.

Solution

The solution involved a technical integration between Salesforce and a newly developed online application portal. Key components of the solution included:Canvas App Development within Salesforce: A canvas app was created within Salesforce, serving as the interface for the online application portal. This setup allowed agents to interact with the online application portal without leaving the Salesforce environment.

Sign Request Authentication: To ensure secure access to the online application portal, sign request authentication was implemented. This security measure protected sensitive information and maintained the integrity of the application process.
Integration Using Iframe: The online application portal was integrated into Salesforce using an iframe. This allowed agents to seamlessly create, edit, and manage online application forms directly within their Salesforce dashboard.
Data Import and Accessibility: The online application portal was designed to import relevant agent information from Salesforce, ensuring that agents had access to all necessary data to effectively manage applications.

The implementation process involved several key steps, such as Development of the Canvas App. Implementing sign request authentication to ensure secure data handling and access controls. Testing was conducted to ensure seamless integration and functionality of the iframe within Salesforce, followed by a phased deployment to agents.

RESULT

The integration of Salesforce with the custom-built online application portal yielded significant benefits:

Agents were able to create and manage application forms more efficiently, reducing the time required to process student applications.

Prospective students experienced a smoother application process, improving their overall perception of GISMA University of Applied Science.

The use of sign request authentication ensured that all applicant information remained secure, enhancing trust in the application process of GISMA University of Applied Science.

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Empowering Salesforce Agents with Online Application Portal Creation Abilities

ABOUT THE CLIENT

Challenges

Solution

RESULT

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