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Salesforce CRM Automation

Salesforce, a sales-focused CRM, encounters challenges like restricted fields and limited visibility of opportunity notes. In response, our client pursued an economical substitute for Scratchpad, resulting in the development of this platform. It facilitates OAuth login and enables users to modify opportunities and access related notes simultaneously.

Our Solution & Technologies Used

  • Python

  • React

  • Flask

  • Salesforce
     

In this project, we utilized the synergistic capabilities of Python, React, Flask, and Salesforce to develop this platform. Python and Flask were instrumental in crafting a strong backend, ensuring OAuth authentication and smooth integration with Salesforce. React was employed to create a dynamic frontend, offering an intuitive interface for editing opportunities and viewing notes. The collaboration of these technologies resulted in a flexible and economical sales management solution that transforms the way teams engage with their Salesforce data.

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