Congruent integrated Salesforce into a custom-built DOTNET NAV ETL solution. We provided maintenance, support, and monitoring for the integration services and bespoke development in Salesforce.
Industry
International Not-for-Profit
Customer Profile
The customer is an international nonprofit that works in nearly 40 countries building solutions for human development that are evidence-based, data-driven, and owned by the communities served.
Customer Situation
- Integration of DOTNET NAV ETL with Salesforce was broken.
- Additional bespoke custom development for flows and approvals needed in Salesforce.
Congruent’s Solution
- Congruent developed a custom-built DOTNET NAV ETL solution on Dynamics Business Central to pull data from different data sources.
- Fixed the NAV ETL to Salesforce Integration along with performance tuning.
- Custom development for workflow and approval processes utilizing standard Salesforce Approvals
- Custom development of Apex Triggers to send approval emails to users based on predefined templates.
Benefits
- Ongoing relationship with a deep knowledge of NAV ETL to SF integration improving issue analysis/bug fixing.
- Enhanced performance due to proactive monitoring, analyzing, and optimizing.
- Captive knowledge of custom-built DOTNET NAV ETL solution
- Improving the performance of the integration
Congruent’s Key Challenge
- Limited knowledge of business functionality and value-add limited to suggesting design tweaks and fine-tuning the technical solution.
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