Wednesday, November 30th, 2022

Why We Constructed AgentSync on the Salesforce Platform


This publish is a part of a collection sponsored by AgentSync.

It’s no secret AgentSync has a Salesforce spine. However in the event you’re not conversant in the intersection of know-how and insurance coverage, chances are you’ll not perceive why we selected this route to construct.

From a easy historic standpoint, AgentSync wasn’t developed in a vacuum. We stand on the shoulders of giants; we’re a startup in a legacy trade, one by which Salesforce has a agency basis.

Why Salesforce?

From a private standpoint, lengthy earlier than I had written a line of code for AgentSync, and earlier than I met Niji Sabharwal – who’s my husband in addition to my cofounder – I labored across the Salesforce atmosphere. I’d seen Salesforce utilized in waste administration, in nonprofit organizations recording donations, in monitoring farmland use, and I spotted it was a robust platform. My numerous encounters meant I used to be well-versed within the engineering features of the Salesforce ecosystem.

Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations aspect of the home, and knew how strong Salesforce was for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the instruments we had been constructing. A number of elements past our private experiences additionally made Salesforce an apparent and excellent companion.

Safety and the Salesforce fame

We constructed AgentSync from a security-first strategy. One cause Salesforce was such a pure match was we knew getting in that our merchandise must conform to Salesforce’s excessive expectations for safety. Not solely would the underlying structure have excessive safety requirements, however our code must undergo a radical third-party vetting course of, in search of errors or vulnerabilities, nicely earlier than it ever received in entrance of our prospects.

Moreover, we had been ready to make use of the strong role-based safety framework inside the Drive.com platform to help our customers with the safe, advanced sharing fashions they want inside the product to help a variety of personas from licensing directors to particular person brokers. That was engaging to us and really suitable with the purpose of our product – AgentSync’s merchandise deal with a excessive quantity of information, and defending our customers’ information is of the utmost significance.

As a result of Salesforce is so extensively used within the insurance coverage and monetary vertical, we knew our partnership would additionally give us that leverage. As an alternative of getting to undergo an in depth rationalization of our safety requirements, anybody who’s conversant in Salesforce and the group’s intense commonplace already is aware of we’ve got handed that top bar of excellence.

In fact, for anybody in search of affirmation, we’ve got accomplished our SOC 2 Kind I report, however we knew from day one which we had been working inside the guardrails of a extremely safe infrastructure.

Flexibility, velocity, and Salesforce’s infrastructure

My background with Salesforce was in designing the appliance to deal with scale, each when it comes to quantity and within the complexity of workflows. From my earlier experiences, I realized that flexibility is essential to scaling, because the enterprise should usually change quickly to realize success and subsequently the enterprise functions supporting the enterprise should be capable of flex.

The Drive.com platform’s suite of low-code instruments makes it excellent for fast iteration for inside Salesforce groups. That’s essential to supporting our buyer base of insurance coverage businesses, carriers, and MGAs/MGUs who every have their very own use-cases for our merchandise. We needed flexibility, however we additionally needed to maneuver shortly. Constructing instruments from scratch that will require heavy code and a whole lot of engineering simply to achieve fundamental performance was not in our prospects’ greatest curiosity.

Salesforce has quite a few instruments that make it potential to construct a whole lot of product performance and not using a single line of unique code. This no-code or low-code strategy makes it straightforward to customise our consumer expertise, so we may give our prospects one thing that works greatest for them and their particular wants with out taking years to construct out a single perform or a single restricted use.

With the ability to construct our product in blocks that may be modified out and rearranged from the very starting was important to with the ability to scale shortly, and meet our prospects at no matter scale they’re at, as nicely.

Connectivity and the AppExchange

Being constructed on the Drive.com platform means we mechanically benefit from Salesforce’s sturdy suite of APIs, in addition to with the ability to use commonplace connectors in lots of extract, remodel, load (ETL) options in the marketplace. The patterns which might be essential to AgentSync’s potential to attach our merchandise to different platforms are already built-in, even to functions which might be unrelated to Salesforce.

Even simpler is integration with different AppExchange functions. When an software is on the Salesforce AppExchange, we all know it’s going to be straightforward for us to combine with as a result of it’s talking the identical language, and we all know it’s going to share the excessive Salesforce requirements for safety. That straightforward connectivity out of the field permits us to search out partnerships that reach our product capabilities to serve our buyer wants.

As an illustration, when a buyer is in search of a background test resolution, we may level to VerifiedFirst on the AppExchange and know, not solely was it going to satisfy our buyer’s wants, however it was going to satisfy our requirements for safety, and we may change information to supply extra insights in each instruments that profit our prospects.

We all know we will’t resolve every bit of the puzzle. There are such a lot of wants for anybody in an insurance coverage perform, and the AppExchange permits us to exit and discover methods to unravel buyer wants quickly, which helps us concentrate on our velocity, our service, and our instruments.

A dependable consumer expertise

We constructed AgentSync with a Salesforce spine as a result of the underside line for us is a safe, customer-centric expertise, and Salesforce has helped us ship that. With their instruments, our merchandise could be extremely configurable with out us taking up the added expense and time of getting an engineering staff writing a lot code. And, each time Salesforce updates its infrastructure, we – and our prospects – mechanically profit.

Within the insurance coverage trade, a whole lot of our prospects even have extra bespoke processes and inside instruments. By utilizing the Salesforce-enabled low-code or no-code strategy once we can, we will focus extra of our engineering efforts on the service and company instruments which might be essentially customized.

Finally, we need to assist our prospects remodel their processes to be extra environment friendly, much less time-consuming, and extra people-friendly, and Salesforce permits us to ship on that higher than if we had constructed our code from scratch.

No matter what’s in your present tech stack, to see how AgentSync’s Handle product might help you obtain your individual metamorphosis, test us out.



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