Customer Stories

Salesforce Classic to Lightning Migration for a Wealth Management Organization

Overview
Business Goal
Challenges
Solutions
Impacts

About the Company

A digital transformation firm focused on providing Technology Consulting, Development Centre, Captive as a Service with an innovative approach and latest technology. With both financial and technology insights, Hexaview Technologies endeavors to provide secure, optimal, and quality solutions to your unique business requirements.

Area of Specialization: Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Our flagship Products: ReportWa, PDF Extractor, and Video Statements enable data visualization and automation in reporting as well as data extraction.

Business Goals

  • Hexaview is a registered Salesforce consulting partner, having a team of globally certified engineers and QAs with deep domain knowledge.
  • Being a leading digital transformation firm, Hexaview's major success lies in its relationship with technology.
  • We carefully analyze each tech decision and are committed to innovating our processes without end.
  • We are highly flexible with the solutions to meet the client's unique requirements.
  • Our 11+ years of experience in the FinTech domain made the implementation swift and smooth.

Challenges

Solutions

After analyzing the challenges, the team of Hexaview came up with their own solution for implementing the components. The solution was as follows:

  • Assessed the Visualforce pages and created a migration path that maintained the existing functionalities.
  • Converted Visualforce pages and JavaScript buttons to Lightning components and quick actions respectively.
  • Optimized the code and developed Aura components to create customized layouts and dashboards.
  • The migrated elements were made available for integration testing and user training.

Impacts

Our solution and implementation provided benefits specific to the client's business and made the transition as uncomplicated as possible.

  • A simple, intuitive user interface: The new Lightning user interface is highly flexible and robust as compared to Classic.
  • Enhanced Productivity & Efficiency: Migrating to Lightning resulted in enhancing their business efficiency by around 50%.
  • Enhanced Reports, Charts, and Dashboards: The reports and dashboards became more interactive, easier to navigate, and edit.
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