Introduction of a Salesforce Lightning CRM for the insurance brokerage business

A large part of the data displayed in Salesforce comes from the customer's upstream systems and is displayed in Salesforce with the help of objects, reports and CRM analytics dashboards. The data from the previous systems is automatically transferred to the Salesforce Cloud with the help of the Salesforce Dataloader and processed further there. The development of the features in Salesforce takes place using SFDX in dedicated development environments. The majority of the functionality is implemented using no-code and low-code methods. However, Apex and Lightning Web Components are also used. The complex functional requirements for visibilities and authorisations are solved in the application with on-board Salesforce tools. Testing and acceptance take place in appropriate environments and, together with the deployment and release process, ensure high product quality.