Legal Case Management with SalesForce

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Company Background

A Leading Legal industry company based in the USA offering various practice area services like Criminal Defence, DUI/DWI, Personal Injury, traffic etc.

Industry

Legal

Project

Legal Case Management with SalesForce

Region

USA

Key Functionality

Configuration of google docs and quip integrated with salesforce and render it on the Visualforce page.

API integration to retrieve attachments using LWS(lightning web component) to render data on the records details pages.

Implementation of De-Duplication checker on every lead posted(Integrated using Web to Lead Integration) from website to SalesForce CRM.

Embed Google Document to the page using Google Doc Integration.

Web-To-Lead Integration to generate leads from main websites.

Configuration of Auto Lead source,Lead assignment rule to automatically assigned Leads to respected Users of the system.

Quip Integration to generate a Quip document and generate URL to attach to records.

SalesForce / Integration Tools used

  • SalesForce Sales Cloud
  • SalesForce VisualForce

Team Involvement

  • Jr. SalesForce Developer
  • Sr. SF Developer
  • SalesForce Architect
  • SalesForce Administrator

Benefits

  • Company having existing CRM from Different providers with complexity in usability as well as issues with data security so the biggest challenge was the migration of existing data properly into salesforce CRM without affecting their existing day to day operation.
  • RealTime Integration of Google docs and Quip with their CRM implementation with proper versioning of the document.
  • Challenges in managing governor limit issues such as Apex CPU time limit exceeded, Scripting statement, Heap size issue, view state limit etc.

Solution

  • VIPL Team provided a solution by creating a Visualforce page, custom objects and Lightning Web Component (LWC).

Project Screens

Project Timeline

Jan-2020

Jan - 2020

1 Week

Requirement, Gathering, & Analysis

Jan - 2020

Jan - 2020

2 Week

Scope Documentation & Agreement

Feb-2020

Feb-2020

3 Week

Phase-1 Development

Mar-2020

Mar-2020

3 Week

Phase-2 Development

Apr-2020

Apr-2020

2 Week

SandBox Testing & Deployment

Apr-2020

Apr-2020

1 Week

UAT

Apr-2020

Apr-2020

1 Week

Deployment on Production

Useful Resources

  • Blog

  • Videos

  • Case Study

Trusted Customers

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