BREA, CA – Mar 29, 2018 – Since the Late 1970’s, C&L Refrigeration has been servicing and maintaining commercial and industrial HVACR systems, and designing and building industrial refrigeration systems for the cold storage and food manufacturing industries. With headquarters in Brea, CA and a branch office in Las Vegas, NV, they are strategically located to responsively serve all of California and Southern Nevada.
C&L contacted Cloud Creations because they needed to be able to send surveys to their clients using an external surveying software.Cloud Creations first needed to query opportunities by stage in order to identify Opportunities that met the criteria (Stage = “Ready to Survey”). Once Cloud Creations was able to identify “Stage Criteria,” they then created a Web Service utilizing custom Apex Coding that made both default fields in general categories such Opportunities, Accounts, and Contacts, and sub-custom fields in categories like Address, Phone, City, State, Zip, etc., so that C&L users could pull those details and send surveys accordingly. With an InfoPath integration C & L was able to connect to their server to Salesforce’s web-service and was also able to simplify filtering into a desired date range as well.
C & L had the customization and web-service platform that they needed to enhance external web-service data tracking opportunities into usable data categories in Salesforce.