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An example of Salesforce CRM customization for creating PDF product sheets

Written by Soluta | 17/07

Soluta as a tech maker was in charge of a project for a client whose goal was to create product sheets with eye-catching images to be shown to customers, providing a visually pleasing and effective way to browse and share information.

One of the key aspects of the project was the categorization of products, achieved through the creation of dynamic and customized product sheets. These cards were developed using the information within the CRM, ensuring centralized and consistent data management.

Product sheets include various elements such as: the company logo, name, and images of the product itself. This approach allows not only for good visual representation, but also for the inclusion of technical and descriptive information in a clear and accessible manner. For example:

Soluta activities Tools
  • Creation of custom objects within Salesforce to ensure flexibility and adaptability to specific customer needs
  • Creating dynamic and interactive interfaces, enabling modern and functional visualization of product sheets
  • Salesforce
  • LVS
  • Javascript

 

Another relevant feature of the project is the ability to download files as PDFs, so that documents are kept in a rigid and professional structure. Moreover, in this way each file can be easily sent to clients with a single click, ensuring quick sharing.

This Soluta project is an example of how the combined use of technology and a customer-centered approach can lead to effective and innovative solutions. Soluta offered significant added value for the client to attribute to its products, improving their management and presentation in an effective and professional manner.

If you would like to learn about other projects Soluta has been involved in, visit the Tech Maker page!