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.



  • 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.



  • 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.



  • 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.