Quick Overview
| Category | Description |
|---|---|
| Client | Global Cybersecurity Firm (Specialized in Endpoint Protection and Threat Intelligence) |
| Sector | Cybersecurity / Financial Services |
| Location | Global |
| Tech Stack | Salesforce Platform, Apex, LWC, SOQL, RESTful APIs, JavaScript |
The Challenge
Managing a global network of thousands of partners became increasingly complex for this leading cybersecurity firm. They needed:
- A flexible and scalable CRM system
- Real-time partner tracking and service visibility
- Integration with third-party platforms like ServiceNow
- High security and compliance standards
- A faster rollout than their original 9-month timeline
The Solution
- Built a Partner Portal with Experience Cloud and personalized dashboards
- Developed custom logic with Apex, Lightning Web Components (LWC), and SOQL
- Integrated external systems using RESTful APIs
- Optimized workflows for data tracking, service billing, and partner management
The Impact
- 28% faster delivery: Completed in 6 months (vs 9-month estimate)
- +Efficiency: Automation cut manual work across teams
- +Engagement: Partners gained real-time access to their service data
- +Scalability: Platform now supports thousands of vendors with no slowdown
- +Security & Compliance: Fully aligned with data protection standards
The team truly went above and beyond in helping us implement Salesforce for our partner portal. They really took the time to understand our unique needs and made sure the solution was tailored perfectly to our business.
Client Representative
