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.
