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Salesforce Customization to Combat Identity Theft & System Transformation

The client received a system that enhances security measures preventing identity theft. CSL addressed the concern with data breach notifications, monthly updates, and customized search capabilities for their users. Know how.

About the Client

The client is a non-profit organization resource center providing victim assistance and consumer education through its toll-free call center, website, and social media. They educate consumers, corporations, government agencies, and other organizations on best practices for fraud and identity theft detection, reduction, and mitigation. They also provide education programs to prevent privacy issues such as data breaches, scams, and fraud. 

Industry:

Non-profit organization

Project:

System Transformation for Theft Identity

The non-profit organization gets customized Salesforce tools that deliver timely breach notifications, advanced search capabilities, and streamlined data management for enhanced user experience and operational efficiency.

The Challenge

The client faced several problems with their existing system and wanted to create a platform for the public users to access the data breach information in the most reliable, readable, graphical, and consumable way.


Some of the challenges the client was facing were:


  1. Notification Alert: To notify users about data breaches. The clients were unable to send breach data every month with their existing system.

  2. Limitations with the existing system.

  3. Unable to customize their daily search.

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The Solution

Cloud Science Labs designed a comprehensive solution using Salesforce. The CSL agile scrum project team developed, tested, and delivered critical business features to the client's needs.


Functional and Business Deliverables


  The team leveraged Salesforce Experience Cloud to help resolve the concerned issues.

 

  1. Create custom notification systems to alert users about new breaches or updates.

  2. Set up Notification Engines based on custom components to notify the subscribed user about new breaches or if there is any update in breaches.

  3. Set up monthly mail batches for sending monthly breach emails to the users.

  4. Develop Custom Components that help clients handle their daily search process & custom charts of breaches defined in the filters.

  5. Deliver Data Management and Integration through third-party databases to manage breach records.

  6. Build a user-friendly custom portal using the web to lead and Apex to manage free subscriptions.

  7. Salesforce Tools and Technologies


Technology Implemented


1. Lightning Web Components (LWC)

4. Salesforce Lightning

2. Lightning Community

5. Flow Builder

3. Visualforce Pages

6. Custom Security Roles

Key Modules & Implementation

1. Salesforce Customization:

Salesforce solutions were customized from scratch to meet the unique demands.

2. Case Management Enhancements:

Case management capabilities were enhanced to provide streamlined operations,

3. Email Service Implementation:

An email service implemented to facilitate notifications.

4. Custom VF Charts:

Display charts with dynamic filters, enhanced data visualization, and custom visual charts developed.

5. Breach Downloaded Functionality:


  1. Breach download:

To enable breach download functionality based on user-defined filters.

7. Search feature:

The search feature implemented allows users to search breaches based on custom filters.

The Result


Cloud Science Labs Salesforce customization resulted in significant improvements for the client:

Increased User Satisfaction

Improved Operation Efficiency

Reliable & Accessible Information

The user-friendly portal and enhanced notification system resulted in user satisfaction and engagement with the platform.

he customized components and advanced data management tools streamlined the client processes and reduced manual efforts.

Users get enabled to access and download breach information.


The Project Benefits

The CSL team leveraged Salesforce Experience Cloud and delivered a customized solution addressing clients' challenges, resulting in several benefits:


  1. Enhanced User Engagement: Custom notification systems and emails help users receive timely alerts about new breaches and updates.


  1. Streamlined Data Access: Advanced search capabilities and customized visual charts enable easy access and interpretation of breached data, helping in taking prompt actions.


  1. Efficient Data Management: Integration of the platform with third-party databases and data management tools simplify the breach records handling.

Conclusion:

Cloud Science Labs team efforts delivered data breach information reliably, and graphically, and our client’s users were able to consume the benefits of the deliverables. CSL takes pride in collaborating and delivering to the client's needs effectively. We are committed to delivering the best of industry IT solutions to our clients to fulfill their missions.


Ready to upgrade the data management and user engagement of your business? Contact Cloud Science Labs for customized Salesforce solutions that drive success.



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