COMMUNITY CUSTOMIZATION FOR

INSURANCE COMPANY

A New York-based insurance company using Salesforce Sales Cloud sought to enhance its customer community portal for better user engagement.

Project

Goals

  • Registration and login for customers.
  • Area and category-wise folder access.
  • Box integration.
  • Public calendar.
  • Customized Chatter groups.
  • Notification system.
  • Custom calendar/event management.

SeedData Systems'

Approach

Customization and

Development

Community Plus License

Customized to leverage advanced features.

Chatter Customization

Prominently displayed on the main screen for better interaction.

Registration and Login

Implemented seamless processes for customers.

Folder Access

Designed area and category-wise access to information.

Box Integration

Enabled file access and sharing via Box.

Event Management

Developed a custom calendar and event management system.

Custom Components

Notification Component:

Keeps users informed about updates.

Public Calender Component:

Managed from Salesforce Org with email notification.

Outcome

The enhancements by SeedData Systems improved user experience, engagement, and satisfaction, showcasing their capability to deliver tailored Salesforce solutions.