Recently, Wharton Public Technology identified an opportunity to further increase the capabilities of its staff and spark growth for the organization by transitioning to Lightning. Its team reached out to us for support in its migration as well as for custom development in the Lightning environment.
Our Salesforce team started with a thorough assessment of initial steps for a migration to Lightning. First, we built and deployed a custom domain for the organization. Our team then identified top development priorities, starting with ensuring all existing custom functions would work properly in the new framework.
We built custom Lightning components to enable automated task-tracking, meeting set-up, and follow-up event creation for the Wharton Public Technology team. Our team then developed relevant forms with pre-fill capabilities. This ultimately saves the organization’s team time and effort, allowing them to reach out to key stakeholders faster.
To help Wharton Public Technology leverage even more Lightning functionality, we also built a custom send-to-email component. This allowed the organization to send email to a record contact with fewer steps through custom look-up functionality within forms. Within a few keystrokes, users can build personalized emails using prefilled templates.
From here, Wharton Public Technology Salesforce administrators could assign its users to the new Lightning environment as they saw fit. This helped them build a tailored and strategic training and onboarding strategy that fit their schedules.
Our team helped Wharton Public Technology make an efficient transition to Lightning in just one week. This lean migration empowered their team members to quickly leverage the framework’s capabilities and boost productivity of its team quickly.
Wharton Public Technology (WPT) provides technology services supporting rooms and events for the Wharton School at the University of Pennsylvania. Technology provided includes everything from microphones to telepresence and must be scheduled in advance and tracked closely.