A legacy Sales Cloud org that outgrew its architecture.
The bank's legacy Sales Cloud org had accumulated years of highly custom code and was struggling to accurately model the complexity of its B2B and B2C customer relationships. The team needed better relationship tooling, a cleaner architecture, and a path toward regulatory compliance that didn't rely on continued customization of an already overburdened org.
The WorkA greenfield FSC implementation with MuleSoft integration.
Digital Mass recommended migrating from Sales Cloud to Financial Services Cloud, a shift that allowed the bank to leverage FSC's built-in relationship modeling capabilities and reduce dependence on custom code. The implementation leaned on declarative platform capabilities including OmniStudio, Actionable Relationship Center (ARC), Flow, and External Services, with a redesigned named credentials structure.
MuleSoft was brought in as the integration layer, taking ETL, orchestration, API design, and gateway responsibilities off Salesforce entirely, introducing a clean separation of concerns and a more scalable architecture for future integrations.
Digital Mass embedded staff directly within the bank's team, co-owning delivery and working within the bank's existing development and deployment processes.
The ResultsA multimillion-dollar portal built on a foundation designed to last.
- A multimillion-dollar customer portal built on the FSC architecture designed and implemented by Digital Mass.
- Customer onboarding, lending engagement workflows, and custom API integrations delivered end to end.
- OmniStudio standardized form configuration across cloud instances; low-code, easily managed by the bank's internal team.
- MuleSoft offloaded integration and data management complexity from Salesforce, providing standardized API connectivity across internal and external systems.
- An ongoing partnership: Digital Mass remains engaged with the bank as a long-term delivery partner.
