Salesforce Support
This Salesforce support and enhancement project focused on system stability, efficiency improvements, and alignment with evolving business needs. It included daily support, issue resolution, workflow and process migration to Salesforce Flows, automation enhancements, and bulk lead conversion using Apex, resulting in streamlined operations, improved data accuracy, and higher productivity across Sales and Service Cloud teams.
Client Overview
The client is a digital performance marketing organization that connects high-intent consumers with advertisers through data-driven technology platforms. Operating across multiple digital marketing channels, the company relies on Salesforce as a core system for managing sales and service operations. As the business scaled, it required continuous Salesforce support and automation enhancements to maintain system stability, optimize lead management, and ensure seamless support for sales and service teams.
Technical Stack
Industry
Services
Region
United States (Global Operations)
Project-size
Non-Disclosable
Company size
Small-scale company
Implementation Highlights
Provided ongoing Salesforce support to ensure system stability and smooth business operations.
Created new Salesforce Flows and automations based on evolving business requirements.
Reviewed, enhanced, and optimized existing Flows to meet updated functional needs.
Migrated legacy Workflow Rules and Process Builders to Salesforce Flows following Salesforce best practices.
Implemented an Apex Batch Class for bulk lead conversion to handle high data volumes efficiently.
Built and enhanced reports and dashboards to improve visibility for sales and service teams.
Challenges & Solutions
Legacy automation causing conflicts and inefficiencies
Solution: Existing automations were reviewed and optimized, redundant workflows were removed, and legacy Workflow Rules and Process Builders were migrated to Salesforce Flows to create a unified and maintainable automation framework.
High-volume lead processing limitations
Solution: An Apex Batch Class was implemented to support bulk lead conversion, allowing scalable processing while avoiding governor limit issues.
Limited reporting and visibility
Solution: Custom reports and dashboards were created to provide real-time visibility into lead conversion, sales activity, and service performance.
1000+ Projects Experienced
Access Iqra Technology’s skilled developers and experts. Enjoy a risk-free two-week trial and take advantage of our cost-effective solutions.
8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Improved overall system stability and performance
- Successfully enabled bulk lead conversion with minimal manual effort
- Improved data accuracy and reporting visibility
- Reduced automation-related errors and support tickets
- Increased efficiency and productivity for sales and service teams
Key Learnings & Achievement
- Consolidating automation into Salesforce Flows creates a future-ready CRM foundation that enhances maintainability and scalability. Leveraging Apex Batch processing ensures efficient handling of large data volumes, while well-designed reports strengthen data-driven decision-making and support continuous operational improvement.
- The automation framework has been standardized and documented as a reusable reference model, combining Salesforce Flows, Apex Batch processing, and reporting best practices. This structured approach enables other organizations to review, adopt, and replicate the solution with confidence, positioning it as a proven implementation that builds trust and encourages prospective clients to engage with us.
