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Salesforce Platform Extensions for<br> Standards Organization

Salesforce Platform Extensions for
Standards Organization

Home / Projects / Salesforce Platform Extensions for
Standards Organization

Client overview

A U.S.-based nonprofit organization offering memberships, certifications, and educational materials to professionals in engineering and science.

  • Location Industry Nonprofit, Education
  • Location Location USA
  • Location Services Salesforce Consulting & Development

Business Challenge

The client needed to move away from legacy systems and optimize internal workflows using newer technologies. Specific challenges included:

  • icon Inability to package and sell product bundles
  • icon Limitations in voting/polling functionality
  • icon Need for robust file upload and preview features
  • icon Lack of meaningful dashboards and analytics

Solution

DevCom built multiple Salesforce-based solutions:

  • Voting system with dynamic ballot creation and visual dashboards
  • Awards and Scholarships nomination module
  • Opportunity-to-Quote flow adapted from Salesforce CPQ with bundled products
  • File Manager with Azure-hosted files integrated via custom .NET buttons to bypass Salesforce’s 12MB upload limit
  • Dashboards and metrics for response analysis and engagement tracking

Value Delivered

  • icon Streamlined internal workflows and enabled bundled product sales
  • icon Expanded data handling capabilities beyond Salesforce’s native limits
  • icon Improved reporting and stakeholder visibility into engagement metrics

Technologies used

  • Salesforce automation
  • Salesforce Sales Cloud
  • Salesforce Commerce Cloud
  • Salesforce CPQ
  • Salesforce Experience Cloud
  • Salesforce Apex & LWC
  • Azure Storage
  • .NET
  • Custom dashboards and reports

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