A leading US restoration company leverages Salesforce integration capabilities to automate their processes

About the client

Our client is a large family-owned restoration agency headquartered in Anaheim, California. They specialize in environmental restoration and reconstruction services following natural and man-made disasters with an unwavering commitment to customer service. The client had been using XactAnalysis to receive assignments and used this data to create records in Salesforce CRM. They required a partner to automate and build an integration for receiving the assignments from the XactAnalysis system in XML format and to transfer them directly to the Salesforce CRM using Jitterbit.


Client challenges
  • Complexity due to manual interventions in processing the XACT assignments, as the data was stored as a zip file in an FTP path.
  • This led to complications in processing the data and handling errors.
  • They needed guidance in understanding and mapping the relations between tables in Salesforce.
Solution

After careful examination by our team, we suggested a solution using Jitterbit to integrate the data from XactAnalysis to Salesforce CRM by using customized APIs, which are more flexible and scalable.

  • The Integration practice created the required APIs to handle data transferred from XACT Analysis and passed them to the Salesforce CRM via APIs.
  • The Salesforce practice used the APIs created in Jitterbit to receive the data in the correct format as needed instead of fetching the files from FTP.
Benefits
  • Dependencies on manual resources decreased significantly.
  • The data retrieved was error-free and stored in a centralized platform.