Developing Salesforce Managed Package for Trumpet
Get details on how our experts guided Trumpet in developing a managed package in Salesforce, setting up a two-way web client sync, and passing AppExchange security checks – with ease.
About the Client
Trumpet introduces a solution – auto-personalised shared digital rooms – where sellers and buyers meet to simplify multi-step sales processes.
Inside the “rooms”, sales crews can share videos, proposals, onboarding materials, and more, plus observe their client interactions. This structure gives sales staff the possibility to maintain a steady sales process and effective communication with clients, and complete transactions with better efficiency.
To extend functionality and reach more users, the company wanted to integrate its solution with SF. And turned to Salesforce AppExchange development.
London, UK
The company sought a clear, manageable way to integrate with Salesforce Sales Cloud and bridge the gap between the systems. Plus – meet Salesforce’s AppExchange security review standards.
On the way, the Trumpet team had to solve some challenges:
Salesforce Integration Packaging
The companу nееded to create a managed package that could well showcase its solution in Salesforce Sales Cloud – intuitive for users yet powerful to demonstrate its full value.
Two-Way Data Synchronisation
Trumpet required a robust connection between its web client and the SF package. Smooth communication in both directions was essential to keep data accurate and – overall – experiences consistent.
AppExchange Security Review Readiness
To successfully distribute the package on AppExchange, Trumpet had to navigate a strict Salesforce AppExchange security review process. To pass the review, they needed good preparation and testing.
If the Client couІd address these challenges, they would present their innovation to the SF community, create a reliable data bridge between platforms, and ensure enterprise-grade trustworthiness from the very start.
To help Trumpet connect their platform with Salesforce Sales Cloud, we paired deep engineering skill with our AppExchange proficiency:
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Developed a managed package that embedded Trumpet’s experience right inside Salesforce Sales Cloud. The integration connected naturally with key features like Leads and Opportunities and allowed their users to work in one flow.
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Built a two-way data connection between Trumpet’s web client and SF as part of Salesforce managed package services, to keep every update synchronised and every interaction – intuitive and straightforward for users.
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Handled full-scale security checks, compliance refinements, Salesforce AppExchange app development, and submission process – and ensured AppExchange approval.
With Synebo as their Salesforce AppExchange developer, Trumpet launched a trusted managed package for AppExchange – a solution that strengthens their product and opens new doors in the SF ecosystem.
- Initially, Trumpet had no Salesforce setup
- And integrated into Salesforce Sales Cloud
- Speedier sales, new clients, complete SF visibility
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Full SF Integration
With the suрроrt of the AppExchange developers from Synebo, Trumpet got a fully developed managed package. And complete with custom objects, fields, and automation, it flawlessly integrates with Salesforce Sales Cloud. -
Boosted Sales Operations
With processes centralised now inside SF, the Client’s crew reduced manual input, bettered accuracy, and accelerated their entire sales cycle. -
Improved Customer Acquisition
Backed by a skilled team of the leading Salesforce AppExchange development company, Trumpet gained better visibility into every deal; the company also strengthened its ability to attract and convert new clients – faster. -
Preparedness for Future Growth
This first SF implementation not only enhanced the Trumpet platform efficiency. It built the base for scaling their solution in the SF ecosystem, as well.
“It was a very professional experience from start to finish. The team communicated with us very effectively throughout the whole project. They were quick to respond to questions and provided their expert knowledge to help guide us to a perfect solution.”
