Case Studies by Saurabh Rawat

01

Banking Customer Account Services

• Financial Services Cloud
• LWC
• OmniStudio
• Flows

Challenge

Servicing workflows for accounts, cards and loan applications relied on legacy code and inconsistent integrations.

Solution

Rebuilt the experience with LWC, OmniScripts and Flows on the FSC data model, introduced metadata-driven reusable components and defined a refactoring and integration standardisation roadmap.

Impact

Less duplication, faster delivery across modules and a more maintainable, compliant codebase.

02

Credit & Loan Integrations with MuleSoft

• MuleSoft
• Financial Services Cloud
• APIs

Challenge

Loan applicant and credit data lived in external systems (MyAutoLoan, 700Credit) outside FSC.

Solution

Designed MuleSoft APIs and integration data models to sync applicants and leads into FSC loan and Residential Loan objects, including soft-pull credit checks.

Impact

Credit lifecycle and compliance workflows run directly inside Financial Services Cloud.

03

CPQ Quote-to-Contract Automation

• Salesforce CPQ
• DocuSign
• Apex
• Advanced Approvals

Challenge

Complex bundles, discounts and contract amendments were handled manually.

Solution

Configured Product and Price Rules, bundles with dynamic QLE options, quote templates, DocuSign signing, Advanced Approvals and automated amendment services via Apex and Flows.

Impact

Consistent pricing, faster quote generation and automated contract lifecycle steps.

04

Real Estate AppExchange Product

• AppExchange
• Aura
• Apex
• REST APIs

Challenge

Agents needed fast search, bulk outreach and performance visibility in one place.

Solution

Built configurable property/client search with bulk email & SMS, interactive monthly charts with target tracking, a home dashboard with inline actions, and a Rightmove portal integration.

Impact

Listings, leads and agent performance managed end-to-end from Salesforce.

05

Salesforce Files Migration Tool

• Node.js
• Salesforce APIs
• Data Migration

Challenge

A Salesforce project needed its Files and Documents moved from one org to another, which standard data tools don't handle well for binary content.

Solution

Created a Node.js app that connects to both orgs, pulls Files and Documents from the source org and recreates them in the target org.

Impact

Files and Documents moved between orgs by a repeatable tool instead of manual downloads and uploads.

06

Teen Patti Game App

• Node.js
• React
• Firebase
• Real-time

Challenge

Friends playing Teen Patti with real cards had to track bets, pot and whose turn it is by hand.

Solution

Created a Node.js app that handles bets and turns: a player hosts a room and shares the code, others join it, and the app keeps every player's state in sync.

Impact

Players deal real cards while the app keeps the bets and turns, live in the browser.

View live app ↗