Customized calendar for an international registrar
Our client is an international registrar based in Grand Rapids, Michigan. They serve a diverse customer base ranging from large international manufacturers to small family-owned businesses. Though they had been using Salesforce for a while, they had not fully tapped into its capabilities. Technology Mindz partnered with them over the past year to help unlock the full potential of Salesforce.
The client needed a more efficient and customizable calendar solution within Salesforce, with specific functionality to replace their expensive third-party calendar. They were facing challenges with managing auditor availability and maintaining privacy between internal and external users. Additionally, the client needed a way to improve the search and organization of audit events by auditor name, region, and client.
We created a custom Salesforce calendar using the LWC component and JavaScript library, integrating it with their audit data in Salesforce. We developed two distinct views for internal and external auditors to ensure confidentiality and privacy. We also added features to allow external auditors to input their availability and view their scheduled audits, while internal users gained the ability to search events by various criteria. This custom calendar eliminated the need for the third-party solution and streamlined the scheduling process.
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The client was using a third-party calendar that included numerous unused features, leading to higher subscription costs each month.
In the existing system, both internal and external auditors had access to the same audit information, compromising confidentiality.
The existing system lacked the ability to search for audits by specific criteria like auditor name, region, and client name, making it difficult for internal users to find relevant information.
External auditors could not input their availability or see which audits were scheduled for them, resulting in scheduling conflicts and delays.
The third-party calendar had no seamless integration with Salesforce, making it difficult to link audit records and events.
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We developed a custom calendar within Salesforce, using the LWC component and JavaScript library, and integrated it with the client's audit data stored in Salesforce.
To protect sensitive data, we created separate views for internal users (auditors and employees) and external users (partners and clients). Internal users had access to the full set of audits, while external auditors only saw their own scheduled audits.
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We enabled external auditors to input their availability directly into the calendar, allowing them to manage their schedule and avoid conflicts.
We implemented a dynamic search function that allowed internal users to filter audit events by auditor name, region, and client name, improving the process of locating specific audits.
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We added a feature that allowed internal users to click on any audit event to open a read-only popup with all the necessary details, such as auditor name, hours, start and end date, and more.
- Improved Auditor Privacy: The distinct views for internal and external auditors ensured that sensitive audit information remained confidential. This helped safeguard privacy and mitigate potential data breaches. The privacy features were highly praised by both internal and external users.
- Cost Savings: By eliminating the need for a third-party calendar, the client saved approximately 30% on their monthly subscription fees, which were previously spent on unnecessary features in the external calendar.
- Increased Convenience for Auditors: Auditors were now able to view all the details of their respective audits, leading to a significant increase in convenience. External auditors could now update their availability, leading to fewer scheduling delays.
- Streamlined Event Search: Internal users reported a 50% improvement in the time it took to find specific audits, thanks to the new search functionality by auditor name, region, and client.
- Enhanced Data Integration: The seamless integration with Salesforce allowed the client to easily create and manage audit records within the same platform, eliminating inefficiencies caused by working with a disconnected system.
