Transforming Ticket Authorization: A Secure Solution with LWC and Salesforce Community Cloud
Client's Background
Industry: Tours & Travel
Our client deals in the travel industry and approached our team with a specific requirement to enhance their ticket booking process. They aimed to streamline their authorization process for ticket bookings, ensuring a secure and efficient experience for both the travel agency and its customers. The primary focus was on creating a seamless and user-friendly digital authorization form within their Salesforce Community Cloud portal.
Client's Requirements
- Implement a secure digital authorization form accessible through the Salesforce Community Cloud portal.
- Allow customers to review and finalize ticket bookings, including a comprehensive view of flight details, passenger information, and financials.
- Enable the initiation of the authorization process through a “Send Authorization” button, triggering an email notification to the concerned person.
- Develop an interactive form using Lightning Web Components (LWC) for customers to input and edit necessary details, including flight information and credit card details.
- Ensure the security of credit card information through coded entry, safeguarding it from unauthorized access.
- Provide a straightforward mechanism for passengers to edit details easily by clicking a designated button.
- Include a checkbox for passengers to acknowledge and accept the terms and conditions.
- Upon submission, generate a unique confirmation number and display it prominently within the portal for reference.
Challenges Faced by Our Client
Manual Processing Issues:
- The existing manual authorization process led to potential errors, delays, and inefficiencies.
- The lack of standardization in processing forms created a cumbersome experience for both the agency and its customers.
Security Concerns:
- Handling credit card information manually posed a significant risk of unauthorized access and potential data breaches.
- The absence of a secure digital platform heightened concerns about the safety of sensitive financial details.
Lack of Streamlined Process:
- The absence of a standardized digital platform resulted in a disjointed and unorganized workflow.
- Manual handling of authorization forms led to delays in the overall ticket booking process.
Customer Experience Challenges:
- Customers faced difficulty in easily editing their details, leading to frustration and potential data entry errors.
- The absence of an automated confirmation mechanism hindered providing customers with instant verification of their booking.
Operational Inefficiencies:
- Manual efforts in processing authorization forms consumed unnecessary time and resources.
- The absence of real-time updates created challenges in maintaining accurate and up-to-date information.
Risk of Compliance Issues:
- Without a standardized process, ensuring customers acknowledged and accepted terms and conditions was challenging.
- The lack of a digital solution increased the risk of compliance-related issues in the authorization process.
Benefits and Features
Enhanced Security:
The use of coded entries for credit card details ensures that sensitive financial information remains secure and protected from unauthorized access.
Efficient Form Submission:
The digital authorization form streamlines the submission process, reducing manual errors and processing time.
User-Friendly Interface:
The Lightning Web Components (LWC) contribute to an intuitive and user-friendly interface, making it easy for passengers to input and edit their information.
Automated Confirmation:
Upon form submission, a unique confirmation number is generated automatically, providing customers with instant verification of their booking.
Real-time Updates:
The Salesforce Community Cloud integration allows for real-time updates, ensuring that both customers and the travel agency have access to the latest information.
Terms and Conditions Acknowledgment:
The inclusion of a checkbox for terms and conditions ensures that passengers explicitly acknowledge and accept the necessary policies.
Time and Cost Savings:
The automated and streamlined process reduces manual efforts, leading to significant time and cost savings for the travel agency.
Improved Customer Experience:
The solution enhances the overall customer experience by providing a secure, efficient, and user-friendly platform for completing the authorization process.
Tech Stack
The chosen tech stack for this solution included:
- Lightning Web Components (LWC).
- Front-end development.
- Salesforce Community Cloud.
Conclusion
In conclusion, the implemented solution successfully addressed the challenges faced by our client, a Tours & Travel company, providing a secure and streamlined digital authorization process that meets the needs of both the agency and its customers. The integration of Lightning Web Components with Salesforce Community Cloud ensures a modern and scalable solution for the travel industry.
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