Professional services, sports and corporate relocation managementSports & Corporate Relocation Company
A sports relocation company connected its network of moving and service providers to Salesforce through a secure API, replacing manual job handoffs with a direct data link.
A relocation management company serves professional athletes, coaches, and corporate executives through a network of vetted moving, real estate, and logistics providers. Jobs, estimates, and updates needed to flow cleanly between the company's Salesforce org and its provider partners.
The challenge
Service providers had to re-key job details in their own systems with no direct connection to the company's Salesforce data. Intake relied on a third-party form tool with limited page flow control, and naming and notifications were inconsistent across requests, opportunities, and jobs.
The solution
SiiMPLY7 designed an integration architecture and built an API that lets service providers pull their jobs from Salesforce and push job details back, authenticated through community logins. The team rebuilt four external forms natively in Salesforce with better page flow control, standardized record naming and numbering, and updated notifications and job fields.
Implementation highlights
What we built.
- API for service providers to pull and push job data
- Community login authentication for provider access
- API spec, field mappings, and provider testing support
- Four external forms rebuilt natively in Salesforce
- Standard naming and numbering for requests and jobs
Results
Providers sync jobs directly with Salesforce
Forms now managed in Salesforce
Consistent naming across requests and jobs
Engagement summary
Delivered across several phases, the work extended an existing Salesforce build with native forms and then a provider-facing integration, with a formal deployment approval before go-live.
What's next
The API gave the company a foundation to onboard more providers onto the same integration.
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