Skip to main content

Salesforce based wealth-management and investment management solution

Published by admin
04 March 2019
Salesforce
Professional Services

Project description 

Our team was assigned to develop an investment center - a full-scale wealth-management and investment management solution for the US mass market. This app is designed for investment managers, analysts and investors who can authorize, manage customer main data (including households information), create and maintain proposals, design portfolios, search live stream info, and use different integrated partner wealth-management\investment planning tools.

Goals and tasks 

The goal was to build a Salesforce employee Help Center, that integrates seamlessly with Salesforce Cases and Knowledge

Project scope 

  • Automate Smoke and Regression Testing
  • Verify integration with 4 systems
  • Design tests for different Personas and different level of access
  • Design detailed test documentation
  • Perform cross-browser testing
  • Check different features in dependency of environment
  • Analyze and test business requirements Usability testing

Result 

  • 2 fully tested versions of application were successfully released
  • Safe 1h per week by automatization Smoke test
  • Safe 7h per week by automatization Regression Test
  • Test documentation was provided to the customer
  • More than 1000 defects did not “go live”

Advantages of JET BI 

  • All engineers ISTQB Certified
  • Deep knowledge in CRM systems
  • Workflow transparency
  • Flexible engagement models
  • Minimal on-boarding overheads
Start your project now
JET BI TEAM
  • 1 QA Team Lead
  • 1 Automation QA
  • 3 QA Engineers
TECHNOLOGIES
  • Postman
  • Selenium
  • Salesforce Developer console
  • JIRA
  • Zephyr
  • TunnelBear
PROJECT TIMELINE
  • 2,5 years

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

Related Articles
All articles
Salesforce
IoT
Native IT Service Management solution for Salesforce®
There are numerous ITSM options on the market, the most prominent of which are: Freshservice, ServiceNow, BMC Remedy, SolarWinds Service Desk, and so on. They are all outside of the Salesforce system, necessitate additional user training, and have the potential to complicate the business process. As a result, many Salesforce clients seek native ITSM Salesforce solutions to consolidate all processes on a single platform. This was a project for our group.
20 September 2022
10 Effective ways to upsell Salesforce® to existing customers
When many companies look to increase their revenue, it's important to work with your most valuable potential market: your current customers. Given that acquiring a new customer costs 5 to 25 times more than retaining a current one, working on upselling and cross-selling is a much more profitable way to grow your business.
01 September 2022
Salesforce Summer ‘2022 Release: new worthwhile features in Sales and Service Clouds
Salesforce Summer '2022 Release has got many features in Sales Cloud and Service Cloud. They cover sales, onboarding, and operations in the service-based organization as well as a trove of forecasting features. Several features seem to be the most relevant for process automation, improvement of customer service, and increased collaboration between teams. They can minimize the use of time and enhance efficiency. Let’s have a closer look at some of them.
13 July 2022