An Educational Service provider improves operational efficiency of their onboarding process through custom-built community portal


About the Client

Client is one of the leading educational services providers to colleges, universities, corporations, businesses, higher education programs, professional training& certifications, test preparation, and student support services  


We built a custom portal on Salesforce Community Cloud and configured workflow automation to speed up client’s provider and instructor onboarding process and cut down customer waiting period

Schedule A Meeting


  • Onboarding team was able to complete 30% more requests than previously
  • Elimination of waiting time improved customer experience to bring dropouts to 2% from 27%
  • Dashboards provided clear visibility of case lifecycle for tracking and monitoring

Salesforce: Sales Cloud, Experience Cloud

Technologies: Workflows, Visualforce pages