Introduction
Our client is a non-profit organization for the Jewish Community that imparts personalized training, studying 1:1 with your chosen mentor or partner to learn Jewish philosophy and custom. We offered a custom solution of a match-making app for the Jewish community based on a algorithm and added new features and functionalities as part of our solution.
Problems & Challenges
Our client wanted an app for choosing mentors for the various students based on some criteria, they also wanted a component to track every conversation with the contacts for any mode of communication (external /internal) like Twilio SMS, Talk desk call notes, manual email, case, automated emails, chatter messages – all at a single place.
There is not any out of box feature of Salesforce available to do this till date. We had to do custom implementation for the same.
Solution
We provided a custom solution with an app with a match-making algorithm for the students to help them choose their preferred mentors based on criteria of time, level and area of interest. The user can login into the app as a student or a teacher using credentials and then choose to be a teacher or a student.
We provided a robust solution with Lightning Web Components (LWCs). We are trying to make the org more refined with new features and functionalities as follows:
- Track the donations (new or existing ones) both recurring and one-time with integrated Stripe and PayPal with Salesforce. Stripe integration enabled recurring donations and one-time donations were enabled by PayPal integration.
- We configured Twilio and used custom code to deliver Twilio SMS, used by the internal agents for external communications with the customers/contacts through SMS in Salesforce org.
- We also configured Talk desk call notes and used custom code for the internal agents since they sometimes may prepare notes, after talking on the call on their discussions with the contacts in Salesforce org, as part of external communications.
- We used Chatter for internal communication between the agents in the Salesforce org.
Additional FunctionalitiesÂ
We are working on the additional functionalities as well:
- We are working on functionality to make communication facilities in the org more customer-friendly, keeping in mind when can they be available to talk, their time zone, from which country they come from.
- We are currently working on SQL Server connection with Salesforce org for data storage and enhanced analytics. We are also working on multiple pilot programs every year for new engagements. Each program has its separate way and logic for customer engagement.
- We have implemented a self-service portal for the customers to help them to log in and update their details.
- We have also implemented auto-login functionalities where contacts/users can log in automatically through an auto-generated URL.
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Frequently Asked Questions
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