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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.

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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