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Salesforce Support
How Iqra Technology provided ongoing Salesforce support and automation enhancement for a digital performance marketing organisation — migrating legacy Workflow Rules and Process Builders to Salesforce Flows, implementing Apex Batch processing for bulk lead conversion, and delivering custom dashboards for real-time sales visibility.
Client Overview
A digital performance marketing organisation 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 both sales and service operations.
As the business scaled, it required continuous Salesforce support and automation enhancements to maintain system stability, optimise lead management, and ensure seamless performance across their Sales Cloud and Service Cloud environments. Legacy automation built on Workflow Rules and Process Builder was creating conflicts, and high-volume lead processing was hitting platform limits.
Iqra Technology was engaged to provide daily Salesforce support, migrate legacy automation to Flows, implement Apex Batch processing, and build real-time reporting and dashboards aligned with their evolving business requirements.
Industry Details
Project Overview
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 Batch Class — resulting in streamlined operations, improved data accuracy, and higher productivity across Sales and Service Cloud teams.
Client Requirements
- Provide ongoing daily Salesforce support to ensure system stability and smooth operations.
- Create new Salesforce Flows and automations based on evolving business requirements.
- Review, enhance, and optimise existing Flows to meet updated functional needs.
- Migrate legacy Workflow Rules and Process Builders to Salesforce Flows following best practices.
- Implement an Apex Batch Class for bulk lead conversion to handle high data volumes efficiently.
- Build and enhance reports and dashboards to improve visibility for sales and service teams.
- Resolve day-to-day issues and ensure platform alignment with business growth.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Provided ongoing daily Salesforce support to ensure system stability and smooth operations.
- Created new Salesforce Flows and automations based on evolving business requirements.
- Reviewed, enhanced, and optimised existing Flows to meet updated functional needs.
- Migrated legacy Workflow Rules and Process Builders to Salesforce Flows following 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.
- Resolved day-to-day issues and ensured platform alignment with business growth.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
Frequently Asked Questions
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