Customer Overview
Customer is a nationwide education organization focused on empowering students and expanding access to high-quality learning.
The Challenge
Customer relied on a custom-built .NET Admin system to manage student and family data. While this system served as a core operational tool, their sales and outreach teams worked primarily in Salesforce Sales Cloud.
Without a direct connection between the two systems, critical issues emerged:
- Student and family data had to be manually imported into Salesforce, consuming time and risking errors
- Leads and Opportunities were inconsistently created, resulting in an incomplete view of the enrolment and engagement pipeline
- Pipeline visibility suffered, making it difficult to forecast, track, and manage enrolment cycles efficiently
Customer needed an automated, reliable way to bring external data into Sales Cloud, and eliminate manual processes slowing down the team.
The Solution: Apex-Driven Data Ingestion Framework for Sales Cloud
Our Salesforce team implemented a tailored Apex integration layer designed to seamlessly accept structured data from their .NET Admin platform and translate it directly into Salesforce records.
- Apex API Endpoint for Receiving JSON Data
A custom Apex REST service was built to securely receive JSON payloads sent from the .NET system, forming the backbone of a real-time integration.
- Automated Messaging for Follow-Ups & Campaigns
Incoming data was mapped to Salesforce fields and transformed into Leads automatically, ensuring that every new student inquiry or interest point entered the CRM instantly.
- Intelligent Lead-to-Opportunity Pipeline Automation
Workflows were configured to convert qualified Leads into Opportunities and route them through the appropriate enrolment stages, supporting a streamlined, consistent pipeline process.
The Results
- End-to-End Data Automation
The flow of information from the .NET Admin system into Salesforce became fully automated—no imports, no spreadsheets, no delays.
- Dramatic Reduction in Manual Errors
With the elimination of hand-entry tasks, Salesforce data became more accurate, timely, and reliable.
- Better Visibility Across the Enrolment Pipeline
Salesforce now provides customer with a clear, real-time picture of Leads, Opportunities, and overall enrolment progress.
Customer unified their external operations system with their CRM, creating a frictionless, automated pipeline. With better data accuracy, enhanced visibility, and a faster lead-to-opportunity flow, customer strengthened its ability to engage families and support student enrolment at scale.