Case Study

“

Team was highly responsive about solving our needs, and I was also very happy that team was available most of the hours we needed even during EST

– Mike , CEO – Grow Online Audiences On Video Platform Company

Leader ashboard using Streaming API
✓ Real time data analysis on task, events, opportunity
✓ Live streaming on team performance
✓ Visibility on top sales performers

The Salesforce Streaming API is a simple way to push relevant data to your users in real time, instead of having to refresh the screen to get new information.



Challenges:

 

  • Salesforce’s out-of-the-box analytics does not support automatic real-time data changes; it requires intervention to refresh each dashboard/report component in order to obtain results.
  • The client needed to enhance their sales performance and monitor business deals continuously. A live team performance dashboard was proposed to be displayed on office screens to showcase targets and current performance.
  • Application development was required to pull real-time data via constant polling actions while considering Salesforce governor limits. However, this approach could lead to unnecessary API calls and processing time.
  • IIn scenarios where tracking every data change for a particular object is necessary, continuously querying that object could consume unnecessary resources and burden both components and the organization.

Solution:

 

  • The solution was designed to utilize the concept of PushTopic and streaming API.
  • PushTopic creates a notification with the specified data in its query, returning field data as specified. The developed design ensures the client’s need for data security, preventing partners from accessing each other’s data.
  • The data from notifications was used for further operations to efficiently visualize data.

Results:

 

  • The live team performance dashboard assisted management in making crucial decisions.
  • The sales team’s performance scaled up.
  • The sales team focused on targets and goals through live data numbers.
  • Healthy competition among team members to be part of the leaderboard was fostered.
  • There was an increase in customer satisfaction due to faster turnaround time.