Case Study 1: Health Cloud Implementation using Omni Studio 

Barwon Health, one of Australia’s largest and most comprehensive regional health services, provides a wide range of healthcare services to over 500,000 people across southwestern Victoria. The organization sought to modernize its patient management systems, improve care coordination, and streamline administrative workflows. 

Barwon Health worked with TechBubble team to implement Salesforce Health Cloud, focusing on leveraging advanced features like document generation with dual signatures, a discovery framework, and Omnistudio tools to enhance operational efficiency and patient care. 

Challenges at Barwon Health 

1. Fragmented Patient Data Systems: 

• Patient information was scattered across multiple legacy systems, making it challenging to access and manage. 

2. Manual and Inefficient Processes: 

• Administrative workflows, including document generation and signature collection, were time-intensive and prone to errors. 

3. Care Coordination Gaps: 

• Limited tools for seamless communication and coordination among healthcare providers. 

4. Scalability and Customization Needs: 

• A growing patient base required a scalable, flexible platform to meet evolving needs. 

TechBubble’s Approach 

1. Strategic Planning and Stakeholder Engagement 

TechBubble engaged key stakeholders across Barwon Health to: 

• Understand their operational challenges and goals. 

• Identify critical workflows that would benefit from Health Cloud features. 

• Develop a phased implementation strategy. 

2. Customizing Health Cloud with Omnistudio 

TechBubble utilized Salesforce Omnistudio to create tailored solutions for Barwon Health, including: 

• Custom Patient Journeys: Built guided workflows for care management using Omnistudio’s FlexCards and OmniScripts. 

• Enhanced Data Integration: Unified patient records from disparate systems, enabling a 360-degree view of patient data. 

3. Discovery Framework Development 

A discovery framework was implemented to standardize and streamline patient intake processes, including: 

• Automated data collection and validation. 

• Real-time insights into patient needs and service gaps. 

4. Document Generation with Dual Signatures 

TechBubble integrated a document generation solution that supported: 

• Automatic creation of personalized documents, such as consent forms and care plans. 

• Dual signature functionality to meet regulatory and legal requirements, enabling both patient and provider signatures within a single workflow. 

• Secure storage and accessibility of signed documents within Health Cloud. 

5. Training and Change Management 

• Conducted training sessions for healthcare providers and administrative staff to maximize the adoption of Health Cloud features. 

• Provided ongoing support to address challenges during and after implementation. 

Outcomes 

Improved Operational Efficiency 

• Automated document generation reduced administrative time by 40%, enabling staff to focus on patient care. 

• Dual signature workflows accelerated approval processes, reducing turnaround times for critical documents. 

Enhanced Patient Care Coordination 

• A unified patient view enabled care teams to access complete, up-to-date records, improving communication and decision-making. 

• Guided workflows ensured consistent and standardized care delivery. 

Streamlined Patient Onboarding 

• The discovery framework simplified patient intake, reducing errors and improving the overall patient experience. 

Regulatory Compliance 

• Dual signature functionality ensured adherence to Australian healthcare regulations, enhancing trust and transparency. 

Scalability for Future Needs 

• The flexible Health Cloud platform and Omnistudio solutions provided a foundation to scale and adapt as Barwon Health’s needs evolve. 

Lessons Learned 

1. Tailored Solutions Maximize Impact: Customizing Health Cloud with Omnistudio tools was critical to meeting Barwon Health’s unique requirements. 

2. Data Integration is Foundational: A unified view of patient data was essential for improving care coordination and operational efficiency. 

3. Stakeholder Involvement Ensures Success: Ongoing collaboration with Barwon Health staff facilitated smooth adoption and minimized resistance. 

Conclusion 

Working with TechBubble team, Barwon Health successfully implemented Salesforce Health Cloud to transform its operations, enhance patient care, and improve administrative efficiency. The inclusion of advanced features like document generation with dual signatures, the discovery framework, and Omnistudio tools positioned Barwon Health as a leader in leveraging technology for regional healthcare delivery. 

About TechBubble: 
TechBubble specializes in delivering high-quality Salesforce testing and implementation services. With expertise in large-scale government initiatives, TechBubble empowers organizations to achieve operational excellence and impactful outcomes. 

Case Study 2: Salesforce Testing Project for the School Savings Bonus 

The Victorian Government’s School Savings Bonus initiative is part of a $287 million package announced in the 2024/25 Victorian Budget. The initiative provides $400 in financial support to families of children attending government schools and eligible concession card holders at non-government schools. 

The program aims to ease the financial burden on families and help them plan for the 2025 school year. To facilitate the timely and efficient distribution of this bonus during Term 4, the Department of Education, Victoria, worked with TechBubble team to conduct end-to-end testing of the Salesforce platform used to manage the initiative. 

Challenges Faced by the Department of Education 

1. Tight Deadlines: 

• The bonus needed to be distributed within Term 4, leaving limited time for system development, testing, and deployment. 

2. Complex Eligibility Requirements: 

• Determining eligibility for government and concession card holders required precise data validation and integration with external systems. 

3. High Data Volume: 

• The system needed to process data for thousands of students across Victoria’s schools, ensuring accuracy and scalability. 

4. User Experience Requirements: 

• A seamless experience was essential for families accessing the platform to claim their bonus. 

TechBubble’s Approach to Salesforce Testing 

1. Requirement Analysis and Test Strategy Development 

• Collaborated with the Department of Education to define functional and non-functional requirements. 

• Developed a comprehensive test strategy covering: 

• Functional testing. 

• Integration testing with government databases. 

• Performance and load testing. 

• User acceptance testing (UAT). 

2. Test Case Design 

• Created detailed test cases to validate eligibility criteria, payment processing workflows, and reporting functionalities. 

• Designed negative test cases to identify potential vulnerabilities, such as invalid data inputs or unauthorized access attempts. 

3. Data Validation and Integration Testing 

• Verified seamless integration between Salesforce and external systems, including: 

• Centrelink databases for concession card verification. 

• School enrollment databases for student eligibility checks. 

• Ensured data integrity and accuracy during migration and processing. 

4. User Experience Testing 

• Conducted UI/UX testing to ensure families could easily navigate the platform and submit their claims without technical difficulties. 

5. Performance and Load Testing 

• Simulated high volumes of concurrent users to ensure the system could handle peak traffic during Term 4. 

6. Stakeholder Collaboration and UAT 

• Worked closely with stakeholders to identify and resolve issues during user acceptance testing. 

• Provided real-time updates and recommendations to address critical challenges. 

Outcomes 

Timely System Readiness 

• Delivered a thoroughly tested Salesforce platform well before the Term 4 launch, ensuring the School Savings Bonus could be distributed on schedule. 

Accurate and Scalable System 

• Validated eligibility criteria and integrated workflows, enabling accurate processing of bonuses for thousands of families across Victoria. 

Enhanced User Experience 

• Families experienced a seamless and user-friendly platform, reducing the need for technical support during claims submission. 

Robust Performance 

• The system successfully handled high traffic volumes, ensuring uninterrupted service during peak periods. 

Regulatory Compliance 

• Verified that the platform met data privacy and security standards, safeguarding sensitive family and student information. 

Lessons Learned 

1. Early Stakeholder Engagement: 

• Involving all stakeholders early in the project ensured alignment on requirements and testing priorities. 

2. Comprehensive Testing is Key: 

• Focusing on end-to-end testing, including integration and performance, was crucial for a seamless rollout. 

3. Adaptability Matters: 

• Regular communication and iterative testing allowed for timely adjustments to meet evolving project needs. 

Conclusion 

TechBubble’s rigorous testing of the Salesforce platform enabled the Department of Education, Victoria, to deliver the School Savings Bonus initiative successfully. By ensuring system reliability, scalability, and usability, the project helped provide essential financial support to families, reinforcing the Victorian Government’s commitment to accessible education. 

About TechBubble: 
TechBubble specializes in delivering high-quality Salesforce testing and implementation services. With expertise in large-scale government initiatives, TechBubble empowers organizations to achieve operational excellence and impactful outcomes. 

Case Study 3: Salesforce Consultation Project 

Exponential-e, a UK-based technology and connectivity provider, is renowned for its cutting-edge cloud, network, and IT solutions. To maintain its competitive edge and deliver superior service, Exponential-e relies on Salesforce as a critical component of its operations. 

However, as the organization expanded, it faced challenges with Salesforce performance and security. Recognizing the need for optimization, Exponential-e worked with TechBubble for a comprehensive Salesforce consultation. This engagement aimed to analyze the existing Salesforce org, identify bottlenecks, and provide actionable recommendations to enhance performance and security. 

Challenges Faced by Exponential-e 

1. Suboptimal System Performance: 

• Complex workflows and excessive data load were slowing down key operations. 

• Inefficient customizations led to inconsistent user experiences. 

2. Security Concerns: 

• Growing concerns about data access controls and compliance with GDPR. 

• Lack of regular audits increased the risk of vulnerabilities. 

3. Inefficient Use of Features: 

• Underutilization of Salesforce features, such as automation and reporting capabilities. 

4. Scalability Challenges: 

• Rapid business growth required a scalable and future-ready Salesforce org structure. 

TechBubble’s Approach 

1. Comprehensive Org Analysis 

TechBubble conducted a detailed analysis of Exponential-e’s Salesforce environment, including: 

• Data Architecture Review: Evaluated data storage, object relationships, and record access patterns. 

• Process Evaluation: Assessed workflows, automations, and custom Apex triggers for inefficiencies. 

• Security Audit: Reviewed user roles, profiles, and permissions to identify gaps in data security. 

• Feature Utilization Assessment: Identified underused or misconfigured Salesforce features. 

2. Recommendations for Improved Performance 

Based on the analysis, TechBubble provided a set of tailored recommendations: 

• Streamlining Workflows: Simplified and optimized complex workflows to improve system performance. 

• Data Management: Suggested archiving outdated records and implementing data cleanup strategies to reduce storage overhead. 

• Enhanced Automation: Replaced custom code with declarative tools, like Flow Builder, to enhance maintainability and reduce processing times. 

3. Security Enhancements 

• Role and Profile Redesign: Reorganized user roles and permissions to ensure least-privilege access. 

• Audit Logging: Recommended enabling Field Audit Trail and Shield features for enhanced data tracking. 

• Compliance Measures: Provided strategies for GDPR compliance, including data retention policies and anonymization of sensitive records. 

4. Scalability and Future-Proofing 

• Introduced best practices for scalable org design, such as modular automation and naming conventions. 

• Recommended the adoption of advanced Salesforce features like Einstein Analytics for future growth. 

Outcomes 

Improved System Performance 

• Optimized workflows reduced system lag by 30%, improving user productivity. 

• Streamlined data architecture enhanced query speeds and system responsiveness. 

Enhanced Security Posture 

• Implemented a robust access control model, reducing potential security risks. 

• Audit trails and GDPR-compliant practices ensured regulatory adherence. 

Better Feature Utilization 

• Empowered users to leverage Salesforce tools like dashboards and reports, resulting in better decision-making. 

• Automation improvements saved time and minimized manual errors. 

Scalable and Future-Ready Org 

• The redesigned Salesforce org provided a scalable foundation to support Exponential-e’s growth trajectory. 

Lessons Learned 

1. Holistic Analysis Yields Better Results: A comprehensive review of all Salesforce components was critical to identifying interdependencies and root causes of issues. 

2. Security is a Continuous Process: Regular audits and proactive updates are essential to maintaining a secure Salesforce environment. 

3. Adoption of Declarative Features Simplifies Maintenance: Replacing custom code with out-of-the-box Salesforce tools reduced complexity and improved performance. 

Conclusion 

Through its partnership with TechBubble, Exponential-e transformed its Salesforce org into a high-performing, secure, and scalable platform. The tailored recommendations provided a roadmap for continued success, enabling Exponential-e to focus on delivering innovative technology solutions to its clients. 

About TechBubble: 
TechBubble is a trusted technology partner specializing in Salesforce consulting and optimization. With expertise in performance tuning, security, and scalability, TechBubble empowers businesses like Exponential-e to achieve operational excellence and drive growth. 

PayPal <-> Salesforce 

Case Study 4: Salesforce Provar Automation Project 

PayPal, a global leader in digital payments, relies on Salesforce to manage critical customer relationships and operations. With a growing Salesforce environment supporting millions of customer interactions, ensuring quality and reliability became a top priority. 

PayPal partnered with TechBubble to implement Provar, a leading Salesforce testing automation tool, to enhance testing efficiency, reduce manual efforts, and improve the overall quality of its Salesforce applications. 

Challenges Faced by PayPal 

1. Complex Salesforce Ecosystem: 

• Highly customized Salesforce environment with multiple integrations and workflows. 

• Frequent updates required robust and efficient testing to avoid disruptions. 

2. Manual Testing Limitations: 

• Manual testing was time-consuming, prone to human error, and lacked scalability. 

• Difficulty in maintaining test scripts as the Salesforce environment evolved. 

3. Demand for Faster Releases: 

• Rapid development cycles demanded automated testing to ensure quicker deployment without compromising quality. 

4. Cross-Browser and Device Compatibility: 

• Ensuring consistent functionality across various devices and browsers was a significant challenge. 

TechBubble’s Approach to Provar Automation 

1. Assessment and Strategy Development 

• Conducted a comprehensive analysis of PayPal’s Salesforce environment and existing testing processes. 

• Identified critical workflows and high-impact test cases for automation. 

• Developed a tailored automation strategy using Provar, focusing on scalability and maintainability. 

2. Provar Implementation 

• Test Script Creation: Automated over 80% of PayPal’s high-priority test cases using Provar’s no-code testing framework. 

• End-to-End Testing: Ensured coverage for complex workflows, including payment integrations, customer support processes, and data synchronization. 

• Dynamic Test Data Management: Leveraged Provar’s data-driven testing capabilities to simulate real-world scenarios. 

3. Integration with CI/CD Pipeline 

• Integrated Provar with PayPal’s existing Continuous Integration/Continuous Deployment (CI/CD) tools, such as Jenkins, to enable automated testing during development cycles. 

• Configured automated test execution for every Salesforce update, ensuring compatibility and functionality. 

4. Cross-Browser and Device Testing 

• Configured Provar to test across multiple browsers and devices, ensuring a consistent user experience. 

5. Training and Handover 

• Conducted training sessions for PayPal’s QA team to build in-house expertise in Provar. 

• Provided detailed documentation and best practices for maintaining and expanding automated test cases. 

Outcomes 

Improved Testing Efficiency 

• Reduced test execution time by 70%, enabling faster validation of Salesforce updates. 

• Automated regression testing allowed PayPal to focus manual efforts on exploratory testing and critical edge cases. 

Enhanced Release Quality 

• Early detection of issues reduced production defects by 60%, ensuring smoother releases and better customer experiences. 

Scalable Automation Framework 

• The Provar implementation provided a scalable testing framework that could adapt to PayPal’s evolving Salesforce ecosystem. 

Cost Savings 

• By automating repetitive test cases, PayPal significantly reduced the time and resources required for manual testing. 

Better Collaboration and Visibility 

• Integration with CI/CD pipelines provided real-time insights into testing progress and results, improving collaboration between development and QA teams. 

Lessons Learned 

1. Automation Prioritization is Key: Focusing on high-impact test cases ensured maximum ROI from Provar automation. 

2. Integration is Critical: Seamless integration with CI/CD pipelines maximized automation benefits by embedding testing into the development lifecycle. 

3. Scalability Requires Planning: Designing a modular and maintainable framework ensured long-term success as PayPal’s Salesforce environment evolved. 

Conclusion 

TechBubble’s implementation of Provar transformed PayPal’s Salesforce testing processes, enabling faster, more reliable releases and improved operational efficiency. By automating key workflows and integrating testing into the development lifecycle, PayPal strengthened its commitment to delivering seamless digital payment solutions. 

About TechBubble: 
TechBubble is a trusted partner for Salesforce automation and optimization, specializing in Provar implementation for complex environments. With a focus on quality, efficiency, and scalability, TechBubble helps businesses like PayPal achieve their digital transformation goals. 

Case Study 5: Salesforce CPQ Implementation Project 

PowerSchool, a leading education technology company in the USA, supports schools and districts with innovative solutions to enhance learning experiences. To streamline its sales operations and improve quoting efficiency, PowerSchool sought a robust Configure, Price, Quote (CPQ) solution. 

TechBubble partnered with PowerSchool to implement Salesforce CPQ in a new Salesforce org, focusing on Guided Quoting, Product Setup, Revenue Recognition, Approval Workflows, Deal Support Requests (DSR), and Request for Proposal (RFP) processes. 

Challenges Faced by PowerSchool 

1. Complex Quoting Processes: 

• The existing quoting process was manual, inconsistent, and prone to errors. 

2. Inefficient Product Setup: 

• Managing a diverse product portfolio required a scalable and centralized system. 

3. Revenue Recognition Challenges: 

• Lack of standardized revenue recognition workflows led to reporting discrepancies. 

4. Approval Delays: 

• Approvals for deals and pricing adjustments were slow, impacting sales velocity. 

5. Disjointed RFP and DSR Processes: 

• Deal Support Requests (DSR) and Request for Proposals (RFP) processes were not integrated into the sales workflow, causing inefficiencies. 

TechBubble’s Approach to Salesforce CPQ Implementation 

1. New Salesforce Org Setup 

• Designed and deployed a Salesforce org tailored to PowerSchool’s sales operations, ensuring a scalable foundation for CPQ. 

2. CPQ Process Implementation 

Guided Quoting 

• Built a guided quoting interface to simplify quote creation. 

• Integrated rules for pricing, discounts, and product configurations to minimize errors and ensure compliance. 

Product Setup 

• Standardized the setup of PowerSchool’s extensive product catalog. 

• Enabled bundling and cross-selling opportunities for related products. 

Revenue Recognition 

• Configured automated revenue recognition workflows, ensuring accurate tracking of subscription-based and one-time product revenues. 

Approval Workflows 

• Implemented multi-tiered approval workflows for pricing exceptions and special discounts. 

• Integrated notifications and escalations to reduce delays in deal approvals. 

3. DSR and RFP Process Integration 

• Designed and automated workflows for Deal Support Requests (DSR) to streamline internal support for complex deals. 

• Incorporated RFP submission tracking within Salesforce, providing visibility into proposal status and outcomes. 

4. Training and Change Management 

• Conducted training sessions for sales and operations teams to ensure seamless adoption of the CPQ solution. 

• Delivered comprehensive documentation and ongoing support to address user queries. 

Outcomes 

Streamlined Quoting Processes 

• Guided Quoting reduced quote creation time by 40%, enabling sales teams to respond to customers faster. 

Improved Product Management 

• Standardized product setup simplified the addition of new products and bundles, enhancing flexibility and scalability. 

Accurate Revenue Recognition 

• Automated workflows ensured consistent and accurate revenue tracking, improving financial reporting. 

Accelerated Approval Cycles 

• Approval workflows reduced delays, resulting in a 30% improvement in deal closure times. 

Integrated DSR and RFP Workflows 

• Centralized DSR and RFP processes increased collaboration and improved response times for complex deals. 

Lessons Learned 

1. User-Centric Design is Key: Guided Quoting and intuitive interfaces improved adoption among sales teams. 

2. Integration Drives Efficiency: Incorporating DSR and RFP processes into Salesforce streamlined operations and reduced redundancies. 

3. Automation Enhances Accuracy: Automated revenue recognition eliminated manual errors, improving compliance and reporting. 

Conclusion 

TechBubble’s implementation of Salesforce CPQ transformed PowerSchool’s sales operations, delivering efficiency, accuracy, and scalability. The project empowered PowerSchool’s sales team to respond faster to customer needs, manage complex deals, and maintain compliance with financial standards. 

About TechBubble: 
TechBubble specializes in Salesforce CPQ implementations, offering tailored solutions to optimize sales workflows, enhance productivity, and drive business growth. 

Case Study 6: Salesforce CPQ Implementation Project 

IEWC, a global supplier of wire, cable, and wire management products, leverages Salesforce to drive its sales operations. However, the company’s Salesforce CPQ implementation was heavily dependent on SAP integration facilitated by ENOSIX. 

To reduce costs, improve flexibility, and better align with custom business requirements, IEWC partnered with TechBubble to re-engineer its Salesforce CPQ system. The project focused on phasing out ENOSIX and implementing Salesforce’s native integration capabilities to eliminate licensing fees while enhancing performance and adaptability. 

Challenges Faced by IEWC 

1. High Integration Costs: 

• Reliance on ENOSIX for SAP integration incurred significant licensing fees. 

2. Limited Flexibility for Customization: 

• ENOSIX’s integration framework restricted the ability to implement custom requirements and workflows. 

3. Complex Data Synchronization: 

• Managing real-time data flow between Salesforce CPQ and SAP posed challenges for system performance and data accuracy. 

4. Scalability Limitations: 

• As IEWC expanded, the existing integration approach struggled to accommodate growing operational demands. 

TechBubble’s Approach to Re-engineering Salesforce CPQ 

1. Requirements Analysis and Strategic Planning 

• Conducted a detailed assessment of IEWC’s Salesforce CPQ workflows and integration requirements. 

• Identified areas where Salesforce’s native integration capabilities could replace ENOSIX without compromising functionality. 

2. Native Integration Implementation 

• Leveraged Salesforce’s native APIs and Apex code to establish direct integration with SAP. 

• Designed real-time and batch integration workflows for data synchronization, including: 

• Product catalog updates. 

• Pricing and discount rules. 

• Order and inventory management. 

3. CPQ Workflow Optimization 

• Simplified and streamlined quoting, pricing, and approval workflows to align with IEWC’s business processes. 

• Introduced new automation rules for improved accuracy and faster quote generation. 

4. Cost Savings and Flexibility Enhancements 

• By eliminating ENOSIX, removed dependency on third-party middleware, reducing licensing costs. 

• Enhanced flexibility for implementing custom requirements, such as: 

• Tailored pricing models. 

• Region-specific tax and compliance rules. 

5. Testing and Deployment 

• Conducted rigorous testing to ensure seamless functionality of the new integration workflows. 

• Deployed the re-engineered Salesforce CPQ system with minimal disruption to business operations. 

6. Training and Support 

• Delivered training sessions for IEWC’s sales and IT teams to ensure smooth adoption of the new system. 

• Provided post-implementation support to address any issues and refine workflows. 

Outcomes 

Cost Reduction 

• Eliminated ENOSIX licensing fees, resulting in significant cost savings for IEWC. 

Enhanced Flexibility 

• Direct integration via Salesforce APIs allowed for customized workflows, improving alignment with business needs. 

Improved Performance 

• Optimized data synchronization processes reduced latency, improving system performance and reliability. 

Scalability for Growth 

• The re-engineered Salesforce CPQ system provided a scalable foundation to support IEWC’s expanding operations. 

Streamlined Workflows 

• Simplified quoting and pricing workflows enabled the sales team to respond faster to customer requests. 

Lessons Learned 

1. Native Capabilities Offer Value: Leveraging Salesforce’s built-in integration tools reduced dependency on third-party providers while maintaining functionality. 

2. Customization Drives Business Alignment: Tailored workflows ensured the CPQ system met IEWC’s unique operational requirements. 

3. Proactive Testing Ensures Success: Rigorous testing mitigated risks and ensured a seamless transition during deployment. 

Conclusion 

TechBubble’s re-engineering of Salesforce CPQ empowered IEWC to reduce costs, improve flexibility, and enhance system performance. By phasing out ENOSIX and leveraging Salesforce’s native integration capabilities, IEWC achieved a scalable, cost-efficient solution aligned with its business goals. 

About TechBubble: 
TechBubble specializes in Salesforce CPQ optimization and integration, delivering cost-effective and scalable solutions that drive business success.