Client: Prosci
TECHNOLOGY
- Salesforce Sales Cloud
- Salesforce Experience Cloud
- MuleSoft
ABOUT CLIENT
Prosci combines scientific research with the people side of change to deliver results-focused solutions, enabling clients to achieve change outcomes and grow organizational change capability.
NEED
Prosci wanted to connect its web store and customer portal so customers could access purchased e-learning content immediately.
APPROACH
CloudMasonry centralized customer purchase data in Salesforce, connecting the store, the portal, and the finance system so that access followed the order automatically.
- Integrated the third-party Magento web store with Salesforce to centralize purchase data.
- Built declarative Flows to process web orders, assign them to the correct customer record, and enable portal access.
- Implemented Apex to sync order and financial data with third-party Microsoft Business Central for payment processing and accounts receivable tracking.
OUTCOME
Portal access now follows each purchase automatically. Customers receive access in real time, and staff time spent on order assignment and product verification has been substantially reduced.
- Portal access granted in real time after purchase.
- Manual order assignment and product verification largely removed from staff workload.
- Web store, customer portal, and finance system connected through a single source of customer purchase data.
- Order and financial data synced automatically for payment processing and receivables tracking.
