Salesforce Utilization In Film And Video Post-Production Services

Introduction:

Our customer is one of the largest, integrated digitalized service providers incorporating the latest technology with the finest infrastructure. A pioneer in film and video post-production providing end-to-end services across film/tape digitizing and restoration including but not limited to assessment and conservation, photochemical restoration, color grading (DI), metadata, digital mastering, computer graphics/VFX and technology solutions to the global archives.

They use Salesforce as their CRM to maintain leads and opportunities, Billing &payments, and monthly installments payments. Salesforce is a platform on which you can organize your business contacts, products, vendors, and leads.

Challenges:

They were facing difficulties giving access to the new user and transferring the records from one user to another.

• They want to change the Salesforce license from existing to new users.
• Our customer was not able to import data as they were using salesforce professional edition.
• They want to move the existing user to a new user for the lead all access, and opportunity view
• They need Salesforce Office 365 integration, and email campaign procedure.
• Lead Owners alone should have visibility for their leads

Solutions:

• Changed the existing Salesforce license user to another user and gave access to all leads and opportunities, also assign the existing user profile to the new user.
• We have created a schedule trigger flow that sends an email notification as per the scheduled time.
• Salesforce office 365 integration passes the internal and external systems.
• We can send a list email to a list of contacts, leads, or campaign members using Send List Email Button. This Button will be available in Lightning.
• Created permission set for the lead owners to have visibility for their leads.