goeasy Salesforce & Digital Transformation
Financial Services Case Study
goeasy Salesforce & Digital Transformation
Explore how CodM Software helped goeasy modernize Salesforce, MuleSoft integrations, user delegation, easyAdvantage+ quotes, DCEVersion workflows and TA Intake automation.
SalesforceMuleSoftOAuth2REST APIsDCEVersion
Client Logo
Client Overview
goeasy
goeasy supports customer onboarding, lending eligibility, account servicing and additional product workflows through Salesforce, MuleSoft and connected digital systems.
Industry: Financial ServicesBusiness model: Canadian financial services companyServices: Salesforce Automation, MuleSoft Integration, Workflow Modernization, Compliance Support
Business Challenges
The Salesforce barriers that needed a scalable solution.
Manual access workarounds and governance risk
Tightly coupled Salesforce and FIMC workflows
Delayed TA PDF delivery and resubmission handling
Inconsistent DCEVersion validations
Heavy maintenance caused by static quote handling
Need for secure real-time backend integrations
Solution Architecture
Salesforce Solution Architecture
Created Salesforce user delegation workflows with restricted persona switching.
Integrated Salesforce with FIMC through MuleSoft and OAuth2-secured APIs.
Built easyAdvantage+ quote retrieval and customer search workflows.
Enhanced DCEVersion handling with version-aware validation states.
Improved TA Intake resubmission logic and button visibility rules.
Centralized error handling, quote selection and loan shell updates.
Implementation Process
A practical delivery timeline from discovery to support.
Discovery Workshop
Requirement Gathering
Architecture Planning
Salesforce Configuration
Integration & Testing
Go Live & Support
Technology Stack
Salesforce technology used to deliver the solution.
SalesforceMuleSoftOAuth2REST APIsDCEVersionTA IntakeAutomation Workflows
Key Features Delivered
High-impact Salesforce capabilities delivered for measurable outcomes.
User DelegationeasyAdvantage+ QuotesMuleSoft APIsDCEVersion ValidationTA Intake AutomationOAuth2 SecurityLoan Shell WorkflowsError Logging
Before vs After
A clearer view of the business transformation.
BeforeAfter
Manual access workarounds Governed delegated access
Static quote references Live quote retrieval
Delayed document processing Streamlined TA Intake flows
Disconnected integrations Secure MuleSoft orchestration
Screenshots & Visual Proof
CRM visuals that show the solution experience.
Salesforce Dashboard
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Architecture Diagram
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
CRM Workflow
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Analytics Dashboard
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Client Testimonial
“CodM Software helped modernize Salesforce workflows with secure integrations and cleaner automation across critical financial-service operations.”
Client Stakeholdergoeasy★★★★★
FAQ
Salesforce case study questions
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
What are permission set groups in Salesforce?
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
How does Sales Cadence work in Salesforce?
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Why use Customer 360?
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
How does Salesforce improve productivity?
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
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