About the Customer
The client is connected with one of the premier universities of the USA. The university offers various courses and programs that can help shape students’ career. With updated and modern program structure, it is considered as one of the top university to start the educational journey.
- The requirement was to manage bulk student loan data, upload into Salesforce and MS-SQL from MS-Access file automatically.
- The client was extracting and uploading data manually so they wanted to be automated, well-organized, and speedy process for the same.
- The client required to create .csv files and upload those .csv files into Salesforce using data loader mapping each field and same data needed to be loaded into MS-SQL database.
- They wanted to display data from SQL server into the presentable manner in student application.
SPEC INDIA’s team understood the requirements and provided a complete automated solution to the problems.
The Solution Includes:
- Automated bulk data loading into MS-SQL server as well as into Salesforce
- Process and validate all the data into MS-SQL Server using a stored procedure
- Get data from MS-SQL server and load data into Salesforce object using Bulk API
- The client can generate a report using the Salesforce dashboard
- Display loan data into Student portal from Salesforce using Rest API
Tools and Technologies
- Complete, automated, and secured management of student loan data
- Clear and graphical representation of financial loan data
- Eliminated manual process and hence improved efficiency and speed
- The intelligent, timely, and efficient report so the client can get a clear picture
- Real-time analysis and report generation