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Salesforce Integration and Custom Extranet Portal for Global Leadership Training Organization
  1. case
  2. Salesforce Integration and Custom Extranet Portal for Global Leadership Training Organization

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Salesforce Integration and Custom Extranet Portal for Global Leadership Training Organization

https://soltech.net
Non-profit
Education
Information technology

Legacy System Challenges and Data Fragmentation

The organization faces operational inefficiencies due to outdated, non-integrated systems managing global training events and leader support. Disparate data sources create difficulties in communication, logistical coordination, and data retrieval while high licensing costs for modern platforms threaten budget constraints.

About the Client

Global organization providing leadership development for national leaders across 188 countries

Modernization Goals

  • Centralize global data management and communication through platform integration
  • Reduce licensing costs through strategic access architecture
  • Improve user experience for volunteers, leaders, and employees worldwide
  • Enable scalable solutions for future alumni network expansion

Core System Requirements

  • Contact management (applicants, volunteers, employees)
  • Event and itinerary tracking with dependency management
  • Custom workflow automation for application processes
  • Secure extranet portal for volunteer interactions
  • Multi-tier security model with role-based permissions
  • Interactive web application for applicant self-service

Technology Stack

Salesforce Platform
Apex Development
Visualforce
Salesforce Integration Cloud

System Connectivity

  • Salesforce CRM with external web application
  • Third-party communication tools

Operational Standards

  • High-volume data processing scalability
  • Enterprise-grade security compliance
  • Cross-regional performance optimization
  • Disaster recovery capabilities

Operational Efficiency and Global Reach Enhancement

Implementation will eliminate redundant data management tasks, reduce licensing expenses by 60-70%, and enable seamless global communication. The solution will free up staff resources for mission-critical training activities while creating a foundation for future expansion to 50,000+ alumni users.

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