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Transforming Ticket Authorization with custom form in salesforce
We developed a secure digital authorization form on Salesforce Community Cloud using Lightning Web Components (LWC) to streamline ticket booking. The solution enhances security, automates approvals, and improves customer experience while ensuring real-time updates.
Customer
Travel Agency
Country / Region
United States
Industry
Tour & Travel
Highlights
Secure Digital Authorization
Instant Email Notifications
Automated Booking Confirmation
Seamless Data Input & Editing
Client 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.
Challenges
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.
Solutions
Improved Customer Experience
We developed an intuitive LWC interface for easy data input and editing, implemented an automated confirmation mechanism for instant booking verification, and included a terms and conditions acknowledgment checkbox.
Standardized Digital Platform
We created a centralized digital platform using Community Cloud, integrating LWC with Salesforce Flow for consistent form submissions and approvals, and enabled real-time updates for both customers and the travel agency.
Automation of Authorization Process
We used Lightning Web Component (LWC) for digital authorization forms and automate the process with Salesforce Flow and apex trigger leads to submission, and implemented validation rules to minimize errors.
Simplify Workflow And Create a Unified System for Effortless Authorization and Booking Processes With Melonleaf Consulting
Technical Stack
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COMPANY
Our client is a leading Tours & Travel company seeking to improve the ticket booking authorization process. They required a secure, efficient, and user-friendly solution to eliminate manual errors, protect financial data, and enhance customer interactions.
Conclusion
The custom authorization form revolutionized the client’s ticket booking process, ensuring security, efficiency, and compliance. By leveraging LWC and Salesforce Community Cloud, we delivered a modern, automated, and customer-friendly solution tailored to the travel industry.
Benefits
Efficient Form Submission:
The digital authorization form streamlines the submission process, reducing manual errors and processing time.
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.
Improved Customer Experience:
The solution enhances the overall customer experience by providing a secure, efficient, and user-friendly platform for completing the authorization process.
