Salesforce environment modernization for a technology provider

Migration to Salesforce Lightning

The migration helped unlock modern feature-rich Salesforce capabilities such as dynamic page layouts and conditional visibility, allowing users to display specific fields or notifications based on defined conditions or process stages. This reduced visual clutter and improved user experience and productivity.

Multi-system integration

To enable real-time data synchronization with no manual effort and ensure data consistency, our team implemented a set of integrations between Salesforce and the customer’s internal and external platforms.

Integration with the internal cloud system

Itransition’s team designed a bi-directional event-based integration with the customer’s internal cloud platform that served as the primary system for managing users and tenants. For that, we set up a Salesforce Connected App to enable secure communication with the internal platform through a middleware layer and ensure real-time event data collection, organization, and transmission to Salesforce. On the Salesforce side, we implemented Apex logic to automatically process incoming data and create/update key records, such as accounts, contacts, opportunities, and users in real time.

Integration with marketing platforms

Itransition delivered API-based integration with the customer’s marketing systems, which were used to capture leads and streamline lead management. We created separate connected apps for each platform on the Salesforce side with proper configuration for secure API access. This helped automatically sync leads generated in marketing platforms to Salesforce in real time and seamlessly convert leads into accounts, contacts, and opportunities and assign them to corresponding sales representatives.

Integration with Jira

Integration with Jira was essential for advanced support cases and research and feasibility analysis of new product features. Our team developed a Python-based middleware server to ensure API-based communication between Jira and Salesforce. We also incorporated data transformation logic and configured Salesforce to send and receive data through the middleware, which communicated with Jira.

As a result, Jira tickets were automatically created for escalated support cases and feature requests and linked to corresponding Salesforce records. Ticket status updates and comments were synchronized with Salesforce in real time, enabling support teams to keep customers informed.

Feature delivery automation

Previously, the customer relied on manual deployments of Salesforce features using change sets. This approach had critical limitations – when deploying changes to production, the previous state was completely overwritten, and no version history was retained, which made troubleshooting and planning difficult. To resolve this, we introduced an automated delivery process using Git for version control and Jenkins for automation. All updates were stored in Git to maintain a complete history of changes, and every update was tested in a safe environment before going live, reducing risks and avoiding costly mistakes.

Training & enablement

To help the customer make the most of Salesforce, speed up the adoption of new functionality, and reduce dependency on external support, we provided comprehensive training and onboarding, including interactive demo sessions and detailed guides on new features, workflows, and Salesforce best practices.