Conga Composer, Salesforce Lightning Web Components (LWCs)
By leveraging Conga Composer and Lightning Web Components, the team was able to empower Customer Service Representatives with updated data and a straight-forward approach to generating documents.
The project resulted in:
- Time savings through the transition from a cumbersome manual process to streamlined template generation utilizing Conga Composer and Salesforce.
- An interactive wizard that empowered Customer Service Representatives to generate tailored templates swiftly.
- Easy to update templates and a template repository which could be managed by Salesforce Admins.
- Centralized control and management of email templates and branding, improving brand and messaging consistency.
- Enhanced visibility into customer communications, along with a snapshot of the information used to generate templates.
- Rationalization of a one-off template generation tool in favor of enterprise standard tools.