Project Overview
Implementation of Sales Cloud and Experience Cloud portal for an education industry company. The solution streamlines the management of staff assignments for workshops and professional development activities for teachers in schools.
Key Components
Document Management
Integrated DocGen and DocuSign for automated certificate and contract generation with e-signature workflows. Simplified administrative processes through document automation and digital signature collection.
Survey Implementation
Implemented Survey Vista package for collecting teacher feedback and program evaluations. Migrated existing surveys and responses from legacy systems, enabling teachers to complete surveys directly through the portal.
Automation & Workflows
Developed automation for teacher assignment, availability validation, and certification workflows. Configured Salesforce Flows to handle complex business logic and reduce manual administrative tasks.
DevOps & Delivery
Managed deployments and release cycles using Copado CI/CD platform. Established automated deployment pipelines ensuring quality and consistency across environments.
Reporting & Notifications
Configured dashboards, reports, and notifications to simplify administrators’ daily operations. Real-time visibility into workshop attendance, certification status, and assignment coverage enabled proactive management.