Author: Jeff Summers

The team just completed an exciting project using Salesforce to help with Covid-19 relief efforts.  Recently a client came with the requirement to match businesses with one another who can help each other during this difficult time.  With a tight timeline of a few weeks to go live, the client needed a way to match businesses on certain criteria, while also being able to track emails in Salesforce (including the responses back) and have an escalation path (if needed) within Salesforce.  The Float into the Clouds team was able to deliver a system that met this requirement, but did the matching automatically to remove the manual work needed.  Additionally, we suggested the client use web forms to get information updates from the businesses to reduce the amount of emails needing to be processed.  So, we introduced FormAssembly to the client and built out the automated forms.  Now the client’s team can more effectively complete their matching and provide much needed relief during the Covid-19 pandemic. 

After successfully completing a Community migration project, the Float into the Clouds team was leveraged to build a new applicant management system.

This applicant management system plugs in the Recruitment Marketing Platform Talemetry via API. From there, as a new applicant applies online, the Salesforce system then receives the applications and helps recruiters sort them. Then, a recruiter can conduct a phone screen, within Salesforce using Flows, with ease. Depending on the outcome of the answers, to the phone screen/interview, the Salesforce Flow then provides scripts on how to end calls or what questions to ask next.

With this new Salesforce based recruitment system, the client is able to access more powerful Salesforce reports, while also having greater control on the processes that recruiters use. Then, once the applicant is fully vetted, they are displayed in the Salesforce Community that was previously built.

Float int the Clouds has been working hard over the past few months to condense four different Salesforce orgs that one client has, into one Salesforce org. This has been a challenge to do given the amount of different business processes and automations that are in four different orgs.

However, the Float into the Clouds team has successfully completed the project within three months. This included completing the final data migration to condense all the leads, contacts, accounts and more into one org.

A project like this is entirely do-able, but can seem daunting. The biggest challenge is mapping out all of the business processes and how will they all work in the new org!

The Float into the Clouds team has recently helped a client in the recruitment industry revitalize the experience for their Hiring Managers!

Previously Hiring Managers would use the old Salesforce Portal technology to submit job openings and reviewing candidates. While the old portal technology, within Salesforce, was usable, it was not visually appealing.

So, with Salesforce Communities becoming a very mature product, the Float into the Clouds team recommended the client look at migrating. This project started working with a UI/UX Designer to create the new design for the community. This included the team here providing suggestions on the most common use cases that should be incorporated into the design.

Once the design was built, the Float into the Clouds team then “cut up” the design and integrated into the Salesforce Community. This included building new logic and pages to support the new functionality available within the design!

Now that the project is complete, and the community is ready for use, the client has started to migrate their user from the Portal to the Community without requiring new logons to be used!