Salesforce Case Study

Community Cloud Solution

Category: Salesforce

community cloud solution

One of leading Consulting Giant needed a system to provide wealth planning services to their professionals.

Using this system professionals will be able to provide their Family information, Asset declaration, Liabilities, Expenses, Income, Life insurance details etc.


  • All the PII and PHI information is secure.
  • Professionals can have the wealth plan revised multiple times until they have a satisfactory plan.
  • The professionals can see the progress made in creating an organizer, can see the preview before clicking on submit.
  • The professionals can navigate back and forth on the Organizer and update the information whenever necessary.
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