A Leading Legal industry company based in the USA offering various practice area services like Criminal Defence, DUI/DWI, Personal Injury, traffic etc.
Legal Case Management with SalesForce
Configuration of google docs and quip integrated with salesforce and render it on the Visualforce page.
API integration to retrieve attachments using LWS(lightning web component) to render data on the records details pages.
Implementation of De-Duplication checker on every lead posted(Integrated using Web to Lead Integration) from website to SalesForce CRM.
Embed Google Document to the page using Google Doc Integration.
Web-To-Lead Integration to generate leads from main websites.
Configuration of Auto Lead source,Lead assignment rule to automatically assigned Leads to respected Users of the system.
Quip Integration to generate a Quip document and generate URL to attach to records.
Requirement, Gathering, & Analysis
Scope Documentation & Agreement
SandBox Testing & Deployment
Deployment on Production