Water Supply Company

In order to measure KPIs and draw conclusions about its commercial and operational activity, the organization used an external platform. This tool was previously used to try and consolidate data related to performance and results, however, needed additional information from other operational platforms in order to be truly effective. To fully leverage this external platform, it was necessary to build a solution that could retrieve information from different sources, like Salesforce, which tracks a significant portion of the company's activity. The first step was to find a way to connect the external platform and Salesforce.

To connect the two platforms, our team at Tero by Nearsure had to use Dell Boomi, as required by the client. To do this, we first needed to build an extensible solution that could capture Salesforce events and share them to Dell Boomi. Through a combination of Flows, Apex, and Streaming API our team of Salesforce developers published the events in real-time using Platform Events, making them readable for external services.

One of the most challenging aspects of this synchronization was developing the algorithm to identify and consolidate events from different sources under the same account. The other significant challenge was to allow the extensibility of the solution, providing an easy configurational method for adding new attributes to enrich the customer journey experience.

Once this solution was implemented, the company was able to obtain and consolidate all of the necessary client information, in its select platform. They now have direct and centralized access to data retrieved from various channels and customized by client, which allows them to analyze their performance and devise new marketing and sales strategies more efficiently.