About the Client

The client is a US-based law firm equipped with a highly skilled and experienced team of lawyers. Most of these lawyers are also involved in offering public service through pro bono representation. The superlative service offered by the client has made it one of the finest players in its domain. 

Business Goals

The client intends to make its service easily accessible to the maximum possible clients. The integration of advanced legal technology tools and AI-driven solutions to streamline case management, improve research efficiency, and enhance overall client service is also one the major business goals. 

Challenges

The client faced challenges in developing search functionality in Salesforce. Implementing a global search across all fields proved difficult, and they struggled to enable admins to customize filters according to their needs. This hindered the effectiveness and flexibility of their search capabilities within the platform. 

Hexaview Solutions  

Hexaview helped the client through Salesforce Object Search Language (SOSL), a powerful query language capable of performing text searches across multiple Salesforce objects and fields. A thorough research on metadata was also conducted by Hexaview. SOSL is designed for broader searches and can return data from different objects in a single query. Hexaview opted for SOSL because its queries can include wildcards and operators to refine the search results, making it easier to locate relevant data. 

Impact

• Data export time reduced by 50%, enabling instant generation of PDFs and Excel sheets. 
• Search result relevance increased by 40%, enhancing decision-making and reporting processes. 
• Investigation efficiency improved by 35%, streamlining the search for specific cases. 

Key Success Factors

• Hexaview has rich experience in providing customized Salesforce services to clients across the globe. 
• Hexaview continues to innovate all its offerings for staying successful and relevant in the global market. 
• Hexaview is equipped with a team of highly skilled and experienced Salesforce professionals who have been a part of an impressively lengthy list of highly successful projects.