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Elevating Communication Tracking to Enhance Vendor Coordination and Collaboration
We integrated email tracking into Salesforce using LWC, Apex, and Email Services, enhancing communication management for an event management company.
Customer
Event Management Company
Country / Region
United States
Industry
Event Management
Highlights
Activity-Email Linkage
Contact Record Integration
Auto-generated Tracking ID
Vendor Portal Integration
Client Requirements
Activity-Email Linkage
Create a system to link outbound emails directly to the activity section, providing a centralized location for tracking all communication related to events.
Efficient Debugging Tools
Develop or integrate debugging tools to facilitate the identification and resolution of pointer-related issues, particularly in large codebases.
Activity Section UI/UX
They want an intuitive user interface within the activity section, ensuring easy navigation and quick access to relevant email threads.
Seamless Integration
Ensure the new email tracking solution integrates smoothly with existing systems without causing compatibility issues or system disruptions.
Challenges
Email Tracking and Organization
Our client’s customers were struggling to monitor and organize emails relevant to their events, resulting in confusion and inefficiencies in communication management.
Lack of Centralized Email System
They required a centralized method for managing event-related emails, resulting in fragmented information across numerous platforms and trouble obtaining relevant communications.
Limited Email Trail Visibility
They struggled in following the email trail for specific events, making it difficult to comprehend the context of previous interactions and decisions.
Email Responses Monitoring
Their customers had trouble tracking responses to event-related emails, resulting in delayed reaction times and potential missed opportunities.
Solutions
Centralized Email Tracking System
Developed a centralized email tracking system using LWC and Apex to ensure organized and easily accessible communication data. Email Services were utilized to handle inbound and outbound email processing, linking them directly to relevant event records.
Activity-Email Linkage
Created a robust linkage between outbound emails and the activity section within Salesforce using LWC and Apex. This integration ensures all event-related communications are tracked and stored in a centralized location.
Centralized Email Tracking System
Introduced unique tracking IDs for each email using Apex and Email Services. These IDs are automatically generated, facilitating precise tracking and reference, enhancing accountability, and reducing errors.
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Technical Stack
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COMPANY
Our client, an event management company based in United States, orchestrates a myriad of events, from large-scale conferences to intimate gatherings. With a commitment to delivering seamless experiences, they identified a crucial need to streamline their communication channels, specifically email correspondence, for efficient event coordination.
Conclusion
This solution transformed email tracking for our client, improving organization, vendor management, and communication efficiency, ultimately enhancing event execution.
Benefits
Contact Record Integration
Integrated email tracking seamlessly into the contact record page, allowing users to view and manage emails associated with a specific contact effortlessly.
Auto-generated Tracking ID
Introduced a unique tracking ID for each email, automatically generated to facilitate precise tracking and reference.
Vendor Portal Integration
Extended email tracking capabilities to the vendor portal, ensuring that emails sent or received during vendor check-ins and check-outs were captured in Salesforce.
Dedicated Vendor Email IDs
Assigned dedicated email IDs to vendors for simplified tracking, enhancing the accuracy of communication records.
