Our Case Studies
Glimpses of our success journey.
Cloud Analogy is the name clients across the world admire and trust when it comes to the successful delivery of projects on time and exceeding the client expectations, each time every time!Read our case studies to explore how we've assisted our esteemed clients in transforming their businesses and helped them stay ahead of the game in a fast-changing Industry.
- January 10, 2023
Customize The Dynamic Form Easily With Interactive Flow
Understand how to customize the dynamic form on the app called Interactive flow, and the acquired information should be saved on Salesforce. If you’re looking to boost your business by leveraging the best salesforce implementation services, then Cloud Analogy has got you covered.
- January 9, 2023
ServiceNow Table Data Mapping
The case study video showcases the working of ServiceNow table data mapping with parent-to-child objects in Salesforce. In this video, you will understand the process of creating, updating, and deleting Salesforce records when any table data is created, updated, or deleted in ServiceNow.
- January 6, 2023
Integrating Salesforce With Zendesk In 2022
Want to know how you can deliver exceptional customer experiences with a feature-rich Salesforce platform? One of the best ways to provide excellent customer service is by harnessing the combined power of Salesforce and Zendesk. Salesforce integration with Zendesk helps you provide your sales and support teams with a 360-degree view of your customers.
- January 4, 2023
Stripe Integration with Salesforce
Integrating Stripe with Salesforce helps you sync the customer’s information with the stripe customers and build payment from Salesforce. You can integrate Stripe data with Salesforce to help your team spend less time on mundane tasks and more time increasing revenue and aligning communication.
- January 2, 2023
How To Create A Salesforce Action Plan
Irrespective of the industry, every business has repeatable tasks that could be efficiently executed using series of tasks for different objects in Salesforce, resulting in eliminating the extra efforts involved in creating tasks. Action Plans in Salesforce is the task management out-of-the-box feature that can be used to implement this process and prepare your organization for day-to-day effectiveness.
- December 28, 2022
External Article Management in Salesforce Via API
The Articles and Article Management tab is your gateway to creating, organizing, editing, deleting, and publishing help articles for your users. This is a vital part of Salesforce Knowledge. As we know integrations are a complex topic to understand.
- June 9, 2021
Build Portal Using Lightning Aura, Visualforce, Apex Trigger | Salesforce Lightning Case Study
The web portal is designed to provide the facility where the customer can easily reserve boats online. The user needs to register on this web portal; then, they can easily book sail according to their needs. Check out the video to learn how we help our clients increase their business efficiency by creating an online sail booking portal. If you need a booking and management portal for your boat and marine business, contact Cloud Analogy, the leading Salesforce Development Company, now!
- June 8, 2021
Anchor Tags In DocuSign – Case Study | DocuSign Tutorial
DocuSign eSignature is used to easily upload and send documents for electronic signatures from any device. Anchor-based Tagging enables a DocuSign customer to send documents for signature without having a fixed layout or format. This video demonstrates how to use the Anchor-Based Tagging feature in DocuSign. If you need help in getting started with Anchor tags in Docusign, reach out to Cloud Analogy, a leading Salesforce Consulting partner, now!
- May 15, 2021
Zoho CRM & Mailchimp Integration | A Guide to Zoho CRM Mailchimp Integration
Do you want to know how to integrate ZOHO CRM with Mailchimp to synchronize the Mailchimp list to ZOHO CRM Campaign? Watch the video to learn the advantages of integrating Mailchimp with ZOHO CRM and the steps on how to integrate ZOHO CRM and Mailchimp. By integrating ZOHO CRM to Mailchimp you can easily add contacts to your CRM, get notifications, distribute leads, and much more. Get to know how you can integrate Mailchimp to ZOHO CRM easily to sync the Zoho CRM contacts to an existing list on MailChimp.
- May 4, 2021
Twilio Integration With Zoho CRM
Do you learn how to integrate ZOHO CRM with Twilio to organize communication services, including incoming and outcoming calls, seamlessly? The video will walk you through the advantages of integrating Twilio into Salesforce ZOHO CRM and steps on how to integrate Twilio with Salesforce. With the integration of Twilio with Salesforce ZOHO CRM, you can easily connect with your customers via phone calls, texts, and emails and can run your business smoothly.
- May 4, 2021
Zoho CRM & Google Sheets Integration | Zoho CRM Tutorial
Do you want to seamlessly transfer all your data from ZOHO CRM to Google Sheets? The video will walk you through the basics of the ZOHO CRM to Google Sheets integration process and the steps on how to integrate ZOHO CRM to Google Sheets. With the integration of ZOHO CRM with Google Sheets, you have the ability to export all your leads and import data automatically by a schedule. Google Sheets is an online spreadsheet development, collaboration, and storage service. Discover how to integrate Zoho CRM with Google sheet within few minutes for easy contact syncing and creation.
- May 3, 2021
Zoho CRM Integration With Zoho Projects
Do you want to seamlessly transfer all the information about your closed deal from Zoho CRM to Zoho projects? The video will walk you through the basics of the Zoho CRM to Zoho projects integration process and the steps on how to integrate Zoho CRM into Zoho projects. With the integration of Zoho CRM with Zoho projects, you can handle your tasks even more effectively and make better and informed business decisions. By integrating Zoho CRM to Zoho projects, you can get updated all your Zoho CRM into the Zoho CRM projects accounts and vice versa.