Explore how CodM Software helped goeasy modernize Salesforce, MuleSoft integrations, user delegation, easyAdvantage+ quotes, DCEVersion workflows and TA Intake automation.
goeasy supports customer onboarding, lending eligibility, account servicing and additional product workflows through Salesforce, MuleSoft and connected digital systems.
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.
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
Salesforce Integration visual mockup for stakeholder review and solution storytelling.
“CodM Software helped modernize Salesforce workflows with secure integrations and cleaner automation across critical financial-service operations.”
Client StakeholdergoeasySalesforce 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.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Asset ManagementA secure Salesforce Financial Services Cloud implementation with role-based access, scalable permission architecture and Sales Cadence automation.
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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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Customer ServiceAn AI automation program improving customer response speed, task routing and Salesforce service productivity.
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