Insights
Introduction:In today's rapidly evolving business landscape, it is essential to harness the power of technology to stay ahead of the competition. Salesforce has emerged as a leading platform that enables organizations to manage their customer relationships effectively. However, to fully unlock its potential and address your unique business challenges, off-the-shelf solutions might not suffice. This is where custom development comes into play.
At Relay, we specialize in crafting tailored Salesforce applications that align precisely with your business requirements. Our team of expert architects and developers combine their extensive knowledge of Salesforce and AWS to create innovative solutions that help you solve the most complex problems. In this blog post, we will explore the benefits of Salesforce custom development and how it can revolutionize your business.
- Tailored Solutions for Your Unique Needs:One of the most significant advantages of custom Salesforce development is the ability to build applications that are tailored specifically to your business processes. Unlike generic applications, custom apps integrate seamlessly with your existing Salesforce CRM, utilizing the data you have painstakingly collected. By aligning the application with your workflow, you can enhance operational efficiency and gain a competitive edge.
- Supercharge Your Operations:Custom apps have the potential to supercharge your operations by providing specialized functionalities that address your organization's unique pain points. Whether you require an internal tool to streamline processes or a product to sell that runs on the Salesforce platform, our experts can transform your vision into a reality. By leveraging the power of Salesforce and AWS, we ensure that your custom app is powerful, scalable, and future-proof.
- Expert Guidance at Every Step:Embarking on a custom development project can be daunting, but with Relay by your side, you can navigate the process with confidence. Our Salesforce developers and consultants will guide you through every stage, from concept to execution. We bring a wealth of expertise and experience to the table, ensuring that your custom application not only meets your business needs but also provides long-term value.
Conclusion:In today's dynamic business environment, staying ahead requires innovative solutions that are tailored to your specific needs. Salesforce custom development offers a powerful avenue for transforming your operations, streamlining processes, and unlocking new opportunities. At Relay, we are passionate about helping businesses thrive by creating custom Salesforce and AWS applications that empower and drive success.
If you're ready to take your Salesforce project to the next level, contact our team of expert architects today. Contact us to get in touch and embark on a journey of transformation.
Remember, it's not just about having a custom application; it's about having a valuable app that meets your business needs. With Relay as your partner, you can confidently navigate the Salesforce custom development process and achieve remarkable results.
Contact us now and let us help you unlock the full potential of Salesforce for your business.
As the digital age continues to unfold, businesses in all sectors have been quick to adapt to emerging technologies. In the accounting industry, the adoption of new technology has proved vital to staying relevant and competitive. Today, we're going to talk about one such technology that is revolutionizing the way accountants interact with their clients – Salesforce-integrated portals developed by Relay.
What are Salesforce-integrated portals?
Salesforce-integrated portals, like those developed by Relay, are online platforms where businesses can offer a diverse range of services to their clients. Designed to provide a secure, streamlined and digital client experience, these portals integrate seamlessly with Salesforce, one of the world's leading CRM platforms. They provide a single location for various client interactions, automate routine tasks, streamline business workflows, and maintain an auditable digital trail.
Customized Client Experience
One of the greatest benefits of Relay's Salesforce-integrated portals is the capacity for customization. The portals can be white-labeled, offering a personalized client experience that aligns with your business's branding. This helps create a seamless, professional image that boosts your brand identity and makes your services more attractive to potential clients.
Centralized Interactions
With dedicated client workspaces, all interactions with a client can be centralized in one place. This enables accountants and tax specialists to manage their work more effectively and efficiently, saving time and reducing the risk of mistakes or oversights. In addition, it provides a convenient way for clients to engage with your services, improving their overall experience and increasing their likelihood of returning.
Powerful Interactive Capabilities
Relay's Salesforce-integrated portals come packed with an array of powerful interactive capabilities. Features like secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, and screen sharing, to name just a few, help to elevate the client experience. These features make it easier for clients to do business with you, enhancing their satisfaction and loyalty.
Streamlined Business Processes
The portals are designed to expedite paperwork-heavy workflows, minimizing manual input and freeing up valuable time for your team. This not only improves efficiency and productivity but also reduces the risk of human error. Furthermore, by automating routine tasks, the portals can help your firm optimize resource allocation and focus on value-added services.
Enhanced Management Capabilities
Relay's Salesforce-integrated portals offer tools for better firm management. From monitoring staff responsiveness to tracking the progress of client projects, these tools provide valuable insights that can be used to make informed decisions and improvements.
Conclusion
In conclusion, Relay's Salesforce-integrated portals offer a modern, digital solution for firms in the accounting industry. With benefits ranging from improved client experiences to streamlined business processes, these portals are an investment that can significantly enhance your service delivery and drive business growth. By integrating these portals into your operations, you are positioning your firm at the forefront of the digital transformation in the accounting industry. With Relay, your client service is not only modernized but also accessible right from your client's pocket. Welcome to the future of accounting services!
The landscape of real estate is rapidly evolving, and client expectations have grown far beyond traditional property showings and paperwork. Modern clients crave a seamless, digitized, and interactive service that harnesses the best of technology. Relay stands at the forefront of this revolution, designing custom Salesforce-integrated real estate client portals tailored to your business needs.
Streamlining Online Applications
Relay's strength lies in developing real estate client portals that optimize online application processes. Every step of the journey, from the expression of initial interest to the final leap into ownership, is thoughtfully crafted to deliver a delightful and efficient experience for clients.
Harnessing Technology for Comprehensive Verification and Fraud Detection
In the digital era, manual verification of income, employment, and bank account details can slow down the transaction process and leave room for potential fraud. To combat this, Relay integrates its client portals with advanced technologies like Plaid. This enables quick, secure verification of critical financial details, significantly accelerating the approval process while mitigating the risk of fraud.
Delivering Custom Portals for Unique Real Estate Needs
Relay understands that every real estate business has unique needs and processes. That's why we don't offer a one-size-fits-all solution. Instead, we design and develop custom Salesforce-integrated portals that streamline your business operations while elevating the client experience.
By choosing Relay, you'll be empowering your clients with a user-friendly platform where they can effortlessly navigate their real estate journey. At the same time, your team will benefit from a streamlined, efficient system that's integrated with Salesforce and tailored to your unique operational needs.
Are you ready to revolutionize your real estate process? Contact us today to see how Relay can design and develop a custom real estate client portal that not only meets your business needs but also delights your clients at every step of their journey.
In the real estate world, the journey from initial interest to final ownership can often be a long and complex one. Pain points such as administrative bottlenecks, disjointed communication, and manual paperwork can significantly slow down the process. However, Relay's custom Salesforce-integrated portals, designed specifically for your brand, can address these challenges head-on.
Simplifying Complex Processes
Real estate transactions often involve a multitude of steps and stakeholders, each with its unique needs and requirements. Managing these workflows manually can lead to inefficiencies and delays. Relay's custom portals streamline these processes by automating tasks like disclosure packages, listing research, offer letters, and escrow, ensuring smoother and faster transactions.
Enhancing Client Engagement
Today's clients demand interactive, personalized services. Relay enhances client engagement by offering features such as messaging, digital signatures, virtual walkthroughs, active listings, video meetings, and document workflows. With these tools at your disposal, you can provide a superior, digitally-led service experience that sets you apart from the competition.
Creating Secure, Collaborative Spaces
Relay's portals offer a unified digital workspace where all parties involved in a transaction—buyers, sellers, brokers, agents—can collaborate securely. This not only promotes transparency but also ensures everyone stays updated on the transaction status.
Catering to Unique Real Estate Needs
Every real estate transaction is unique. Whether it's a rent-to-own situation or a luxury second home co-ownership solution, Relay can customize your portal to accommodate any transaction type, allowing you to meet diverse client needs more effectively.
Accelerating Administrative Tasks
Administrative tasks, often seen as necessary evils in real estate transactions, can now be accelerated with Relay. By integrating with Salesforce, Relay Portals streamline tasks like processing titles, managing NDAs, agent onboarding, home inspections, insurance policy reviews, warranty approvals, offer approvals, and identity verification, freeing up your team to focus on closing deals.
In conclusion, Relay's custom Salesforce-integrated portals provide a robust solution to overcome common pain points in the real estate industry. By streamlining operations, enhancing client engagement, and accelerating administrative tasks, Relay helps you deliver a superior real estate service. If you're ready to transform your real estate processes and overcome industry challenges, contact us to learn how Relay can develop a custom portal to meet your unique needs. With Relay, real estate transactions aren't just done faster—they're done smarter.
In the rapidly evolving real estate landscape, clients are increasingly demanding personalized, digital-first experiences. Whether they're buying a home, renting an apartment, or investing in commercial properties, Relay can help meet these expectations. Through the development of custom Salesforce-integrated portals, branded specifically for your business, we revolutionize the way you manage your real estate transactions.
Digital, On-Demand Real Estate Experience
With Relay, you can provide the digital, on-demand experience that buyers, sellers, and partners have come to expect. Clients can access interactive services right from their pockets, simplifying real estate transactions and ensuring a seamless experience every step of the way.
Streamlining Client and Transaction Processes
Relay Portals can transform your workflow by automating manual business processes. From handling disclosure packages to offer letters, and from escrow management to redlining, we reduce bottlenecks and expedite paperwork-heavy tasks. Your team can focus on what they do best—closing deals—while leaving the paperwork to us.
Offering Custom Solutions for Unique Real Estate Needs
Every real estate transaction is unique, and some don't fit the conventional mold. Whether it's a rent-to-own arrangement or a luxury second home co-ownership solution, Relay can customize your portal to accommodate any real estate transaction scenario.
Engaging Clients More Effectively
Relay enhances client engagement with a range of tools such as messaging, digital signatures, virtual walkthroughs, active listings, video meetings, approvals, document workflows, and task management. These features make the transaction process more interactive, efficient, and client-friendly.
Providing Secure Digital Workspaces
Relay's custom Salesforce-integrated portals offer a unified, digital workspace where all parties involved in a real estate transaction—buyers, sellers, brokers, agents—can collaborate securely and efficiently.
Accelerating Real Estate Processes
Relay can help speed up various real estate processes, such as purchase contracts, listing research, appraisals and disclosures, contingency releases, leasing contracts, due diligence, escrow cycles, and deed transfers. We also streamline administrative tasks like processing titles, managing NDAs, agent onboarding, home inspections, insurance policy reviews, warranty approvals, offer approvals, and identity verification.
In conclusion, Relay Portals provides a robust solution that elevates your real estate business to new heights by streamlining operations, enhancing client engagement, and accelerating transactions. If you're ready to transform your real estate processes, contact us to learn how Relay can develop a custom Salesforce-integrated portal to meet your unique needs. With Relay, real estate isn't just done faster—it's done smarter.
In today's interconnected business landscape, an effective partner management strategy can significantly influence your growth and profitability. This is where Relay steps in. By harnessing the power of Relay Portals, we bring you a new era of business integration and workflow optimization, tailor-made for your specific needs.
Revolutionizing Partner Onboarding with Relay
In this digital era, efficient partner onboarding isn't just a convenience—it's a critical business need. With Relay's expertise, your business can leverage custom Salesforce-integrated web portals designed to simplify and accelerate the partner onboarding process. By cutting through the usual complexities and facilitating faster, more effective partner engagement, we increase your potential to close more deals.
Empowering Your Partners with High-powered Tools
Relay's contribution doesn't stop at enhancing your internal workflows—it extends to your partners too. By utilizing Relay Portals, we provide your partners access to the same high-powered tools that drive your team's success. Our portals interface seamlessly with your existing Salesforce CRM system, delivering a powerful and efficient partner management solution.
Fueling Demand and Boosting Channel ROI
Relay Portals provide your partners with easy-to-use marketing tools to create, monitor, and analyze marketing campaigns. By giving them access to your content and campaigns, you enable partners to develop co-branded collateral that aligns with your brand, driving demand and significantly enhancing your channel ROI.
Simplifying Channel Sales to Propel Partner Performance
The benefits of Relay Portals also extend into the channel sales process. Relay simplifies and automates routine tasks, enabling your partners to focus more on selling your products and less on administrative activities. From lead distribution to deal registration, and from preventing lead conflicts to providing prebuilt PRM solutions, Relay Portals makes selling faster and easier for your partners.
Delivering the Information Partners Need
Relay Portals is a game-changer when it comes to equipping partners with the essential information they need to close deals. By integrating with Salesforce, our portals enable partners to spend less time searching for information and more time selling. We eliminate the need for searching through countless emails for relevant data, offering a centralized communication platform instead. This allows you to monitor partner activity, tailor their experiences, and ultimately enable them to perform better.
Seamless Integration with Salesforce
One of Relay's standout offerings is the seamless integration of our portals with Salesforce. You can continue working within your familiar Salesforce environment, while Relay securely reads and writes data from and to your CRM. This secure integration facilitates a unified and streamlined workflow that significantly enhances productivity and efficiency.
In conclusion, Relay Portals offer a robust solution to streamline your partner processes, drive demand, and enhance your channel ROI. If you're ready to redefine your partner management, contact us to learn more about how Relay can tailor Salesforce-integrated portals to your unique needs. With Relay, business is not just done better—it's done smarter.
When you need to regularly load data from a spreadsheet that requires some processing or transforming fields into records (or both) there are a few ways to accomplish this. We can use lots of VLOOKUPS on the spreadsheet with an upsert, we can use a tool like Boomi, or we can go the route I chose and use Salesforce Flow.
The Use Case
Keeping track of healthcare gaps is crucial for health insurance companies to ensure that their members receive proper medical attention and follow-up visits. My client works with these carriers to monitor the gaps in care their members have with their providers.
For example, if a member is enrolled with Humana, the insurance company wants to make sure that they have an annual check-up and eye exam. To incentivize members to keep up with their appointments, the carriers might offer cash rewards.
Every month, the insurance carriers send my client CSV sheets detailing the gaps in care for all of their members. However, the spreadsheets can be a hassle to handle as they come in different formats and sometimes have inconsistent information. To tackle this challenge, my client uses advanced techniques to process and transform the data into meaningful records, keeping track of each member's gaps in care and working towards closing them.
This carrier provides an incomplete, complete, and incentive column. There is just one row for each member:
This carrier provides a column with the type, and each member has a row for each type:
The Solution
To accomplish this, I created a streamlined, automated process. I've crafted a custom database object called Member_Care_Gap_Load__c, specifically designed to accommodate the vast amount of data from spreadsheets received from health insurance companies. With a daily check on all open records, this process will seamlessly manage the care gap tracking for each member, ensuring no lapses are left unchecked. The first type of spreadsheet, where there is one row for each member, will undergo a meticulous process of loading 6 times into the database, capturing every gap represented. The second type of spreadsheet, where each member's information is repeated multiple times, will undergo a more straightforward loading process, as it will be loaded just once into the database. Then, the scheduled batch flow will take over and seamlessly manage the rest of the process.
With 100,000 records to process, I was worried about hitting speed and limits in the system. But to my delight, the batch processing for the Member_Care_Gap_Load__c custom object was lightning fast, completing in just 15 seconds without a hitch. However, my initial approach for another batch process I have of checking every member in the database for gaps was a bit too ambitious, and it hit a limit due to the combined flow filters in the organization being capped at 250,000 records per 24 hours. I had to be strategic and put in better filters to only focus on members with potential gaps. One small mistake, such as incorrect record formatting, could cause bring an entire batch of 200 records to a screeching halt. The other batches of 200 records would still process, just the batch with the single error would fail. It's a delicate balance, but with the right approach, this process proved to be a reliable solution.
Here is my entry criteria for the batch to start:
And that is all the batch is, the entry criteria and the time it runs, and an element calling a subflow. I created an auto launched subflow to call from the batch and while it's not necessarily needed, it allows me to change the batch start time, without touching the flow, and vice-versa.
I have a Member_Care_Gap_Load__c record variable set as input in my subflow, and I simply pass the entire record in from the batch flow.
This is the general process in a nut shell. Is the record there -- Yes? Should the process continue? If not, it marks the original load record that kicked off the batch as processed so it’ll exit the flow and not try to process again.
The solution that was actually implemented is a little more complex than this as there is a sub flow to process the half year gaps on their own to make changes to any one flow a little easier. The idea is the same; decisions on what the data is, and then assignments to set the needed fields.
Into The Weeds
The first thing I do is get all my contacts into a report and use VLOOKUP to get their contact ID. The hope was to do this in the flow, but the unique ID in my org is an encrypted field, and you can’t use flow to filter on encrypted fields in a Get Records query. There are some workarounds, but I opted to use Excel and get the Record ID onto my import sheet. I made a field for the record ID on my load object.
The very first decision I have is to decide if it a record even needs to be processed. My spreadsheets have a Boolean gap-in or a date field to indicate if they have this gap. If either of those values isn’t present, I update the load record to "processed", add a message, and end the flow. There are many people on the sheet that don’t have each gap. I do a get records for the carrier record type (record type on account) and the carrier record (BCBS, Humana, etc.). I don’t have a decision on these because they should exist, but I technically should have a decision so I would know if they were missing. They are an important part of the process and should already exist.
Next, I do a GET query on the contact record. I’m doing it with VLOOKUP, but I could have used Unique ID if it wasn’t encrypted. It's important to note that not every person on the sheet is in Salesforce. I’m not creating them, so I just update the load record indicating they don’t exist. This would let me use this data for a report to see who was missing.
Finally, I check that the Care Gap and Carrier Care Gap records exist. If they don’t exist, I update the load record. These should exist prior to any record entering the flow. I setup the records using a naming convention based on gap type/carrier. Gap types may come on the spreadsheets as a code or a full name (ex. BCS or Breast Cancer Screening.)
I use a CASE() formula in my flow to normalize the type. I could use Metadata Types to make this more dynamic, but it only has to be set once so I just used a formula. I also sometimes shorten carrier name in the gap name due to field length, so I have a formula to normalize how I’ve shortened names (Blue Cross Blue Shield to display as BCBS, but the actual account is the full name).
Using Get Records
Now we do a Get Record query for the contacts gap record. This is where the real work comes in. My rules are - it has to be for the carrier gap we’re loading, be between the start/expiration date ranges, and be related to the contact (ex. BCBS – BCS – Michelle Lavalette – current date)
· If it exists and was marked as closed on the sheet, we’ll update it as closed
· If it exists but was not marked as closed on the sheet, we’ll do nothing
· If it doesn’t exist we’ll create it.
This is a decision element with 3 nodes, one for each of the criteria outlined.
The do nothing path is just the default path, it just goes to a final update load record to indicate it has been processed.
Found and close will update the gap record with a close status/date. I have a formula date field for close date, because it was either provided or not. If it hasn't been provided, I just use the current date.
The create gap path has more decisions. First I have to check if it’s an open or closed record, and set the status accordingly, as the record might just come in as closed. I have an assignment element after each decision to set a statusVar with the correct status. You could set a default for the statusVar and only use an assignment at one path. I also have a closeDateVar so I can fill in the closed date or not depending on the path. I tend to name variables with Var as the end, and formulas with F at the end, so it’s easy to see quickly which is which.
I create the member gap and fill in all the values. There's a formula to name it - member name + carrier gap name, but it's capped at a length of 80 so that it doesn’t hit the name field limit.
Left({!getMemberProfile.Name}+""+{!carrierCareGapNameF},80)
Next I check to see if there is an incentive. Some gaps have them, some don’t. If it does, I create it.
The final step is to mark the load records as processed.
Conclusion
When it comes to loading the same type of data into Salesforce over and over again, I found myself needing an efficient solution. With varying data but the same target objects, I needed to ensure accuracy and minimize room for human error. That's when I discovered the power of batch flows. With a simple set up, I was able to quickly and easily load all the records from my spreadsheet, updating and creating them as needed, and seamlessly linking them to the correct sub-records.
Thanks to this batch flow, I no longer have to worry about the possibility of human error causing incorrect data to be created. And with the ability to quickly load the data, my work has become much more streamlined and efficient.
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