Automation & Data Integration With Salesforce Website

Client

Utility Business Media – Industrial Safety Training

Industry

Industrial and Occupational Safety

Delivery

Salesforce Data Integration & Automation

Background

Utility Business Media, Inc. (UBM) is the utility industry’s leading publisher and producer of utility safety and leadership-focused content and education. They were looking for some experienced Salesforce development teams to help them set up, track the customer journey, and automate their routine client communication which was based on different criteria within their Salesforce website, such as automated generation of training certificates for registered candidates based on hours completed throughout the sessions. However, the training hours were dynamic and varied from applicant to applicant.

Challenge

When the client reached out to Mpire Solutions they already had a functional Salesforce website. The client used to manually enter the data of the registered applicants based on attendance and training hours in order to generate certificates for each individual.

The UBM management decided to get a customized and integrated Salesforce system that can generate certificates automatically based on hours completed by each registered applicant.

The main challenge was to work on the different conditions, limitations, and validations to automate the process of certificate generation. The client used to record the attendance of the training sessions by manually maintaining an excel sheet before uploading the same to their Salesforce system.

Another challenge was to deal with the exceptional cases throughout the data management system. For instance, an applicant is registered for a specific training session but never punched the attendance, or joined the session late leaving behind no records. We had to consider every basic possibility to create the best-fit Salesforce solution for the client.

Benefits

Certificate Generation Process was automated.
Attendance Verification Process was automated.
Instead of generating certificates for every individual, the client is now only a click away to send certificates to the trainees via email.
The client now simply has to upload the attendance to their Salesforce platform and get the desired results.
Trainings, Trainees, Attendance and Certificate Issue Data was significantly integrated throughout the platform.