of what's possible
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Salesforce Products and Business Applications
WebSolo develops practical Salesforce products, integrations, and business applications designed to automate processes, reduce manual work, improve data quality, and connect Salesforce with external systems.
Each solution is based on real implementation experience and can be configured or extended around your organization, users, workflows, data model, and operating requirements.
Our Salesforce Products
Salesforce Email Cadence Automation
Automate scheduled outreach, follow-up emails, customer reply processing, Salesforce Tasks, internal notifications, and CRM record updates.
The solution sends cadence emails from an approved corporate address, stops unnecessary follow-ups when a customer replies, and alerts the assigned Marketing or sales person inside Salesforce.
Explore Email Cadence AutomationEmail Cadence Automation Capabilities
- Scheduled initial and follow-up emails
- Multiple cadence steps with configurable waiting periods
- Up to seven recommended corporate email templates for the initial cadence
- Optional brochures, proposals, rate sheets, PDFs, and supporting files
- Emails sent from an approved corporate email address
- Customer replies forwarded to and processed by Salesforce
- Automatic cancellation of remaining cadence steps after a qualifying reply
- Salesforce custom notifications for the assigned Marketing or sales person
- Automatic Salesforce Task creation
- Lead, Contact, and Opportunity status updates
- Business-day, weekend, and sending-time controls
- Opt-out, exclusion, and suppression rules
- Test mode, cadence tracking, error monitoring, and audit history
- A focused and customizable alternative to Salesforce Sales Engagement
- WebSolo support for Salesforce Sales Engagement setup when it is the better fit
Salesforce Round Robin Assignment
Automatically distribute Salesforce Leads, Cases, Incidents, service requests, and custom records among eligible users and teams.
The solution can support equal or weighted distribution, Assignment Groups, user availability, shifts, time zones, queue rules, workload controls, and custom routing criteria.
Explore Round RobinRound Robin Capabilities
- Equal or weighted record assignment
- Active and inactive member controls
- Assignment Groups and independent routing cycles
- Working hours, shifts, weekends, and time-zone routing
- Daily assignment tracking and reporting
- Queue, status, priority, region, and custom-field criteria
- Fallback ownership and manual-assignment protection
- Historical BMC Remedyforce Incident routing experience
- Assignment to the Record Owner or another custom Salesforce user lookup
Salesforce to Filogix Expert Two-Way Integration
Create and manage mortgage applications in Salesforce, submit supported deal types to Filogix Expert, and synchronize key application updates back into Salesforce.
The integration helps Canadian mortgage brokers, agents, and mortgage companies reduce duplicate entry, improve data accuracy, and maintain better visibility across the mortgage application process.
Explore Filogix IntegrationSalesforce to Filogix Capabilities
- Salesforce and Filogix Expert connectivity
- Mortgage application creation and submission from Salesforce
- Two-way synchronization of supported status and fee information
- Validation of required mortgage application information
- Support for common purchase, refinance, switch, and transfer scenarios
- Standard User and Power User workflows
- Application document management and secure client upload
- Owned Property and borrower-profile information
- Optional Mortgage Application WebLink for website submissions
Mortgage Application WebLink
The optional Mortgage Application WebLink allows prospective borrowers to submit mortgage information directly from your website.
Submitted information is captured in Salesforce as a Deal Submission and related records, where the assigned mortgage professional can review, correct, complete, validate, and submit the application to Filogix Expert.
- The applicant opens the online mortgage form.
- The applicant completes and submits the requested information.
- Salesforce creates the Deal Submission and related application records.
- The application is assigned to the selected Agent or configured default owner.
- The mortgage team reviews and processes the application in Salesforce.
- The completed application is submitted to Filogix Expert.
Why WebSolo Products
Custom Salesforce Development
In addition to the products listed above, WebSolo designs and develops custom Salesforce applications and integrations around specific business requirements.
- Custom Salesforce applications
- Salesforce integrations
- Workflow and process automation
- Email and customer communication automation
- Experience Cloud portals
- Custom Apex and Lightning Web Components
- Data migration and synchronization
- Reporting and dashboards
- Ongoing Salesforce support and optimization