8 case studies shown
WhatsApp × Salesforce communication platform
Caterpillar Inc. · Manufacturing · Global
Bringing WhatsApp conversations into Salesforce so marketing and communication run from one system.
Procedure Central
PenFed Credit Union · Financial services · USA
Moved a credit union’s operating procedures out of SharePoint and into Salesforce Knowledge.
Loan Check Tool
PenFed Credit Union · Financial services · USA
Simplified a custom loan-auditing system so auditors spent time on findings, not spreadsheets.
Experience Site CMS
PenFed Credit Union · Financial services · USA
Redesigned CMS-driven components so content teams could publish without a developer.
Agentforce proofs of concept
PenFed Credit Union · Financial services · USA
Tested where AI agents genuinely help a credit union before anyone committed budget.
Admissions lead automation
T. A. Pai Management Institute (TAPMI) · Higher education · India
Connected LeadSquared to Salesforce so admissions teams stopped re-keying every lead.
Student grievance case management
Manipal Academy of Higher Education (MAHE) · Higher education · India
Gave a university one place to take a student grievance from intake to resolution.
Omni-Channel student support
Manipal University Jaipur (MUJ) · Higher education · India
Routed student queries and calls to the right agent, inside Salesforce.
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