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Amazing GDPR management app for AppExchange

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MagicFuse

About Customer

Data Privacy Manager is a Salesforce managed package that allows tracking permissions, consents, subscription rules for end clients and helps Salesforce marketers to remain compliant with changing GDPR policies.

Type:
ISV
Location:
London, UK
Website:
Awards:

Just in 8 months, we managed to build and deploy the application to AppExchange with successful security review

MagicFuse

Challenge

When the EU released a GDPR policy, data consistency became one of the biggest challenges for Salesforce marketers.Data Privacy Manager was intended to solve this problem with a customer-ready Salesforce package that enabled experts to follow GDPR guidelines and avoid breaking data protection for end-users.

Solution

The MagicFuse team helped to design an app that provides a company-wide approach to complying with privacy regulations and GDPR.The application included features like permission tracking, Data Protection request processing, marketing integrations, data expiration management, Customer360 view of consents from all customer touchpoints, and preference centre setup. The app was released as a managed package on AppExchange.

Technologies:

APEX
Unit Testing
Salesforce Lightning
Visualforce
Salesforce Communities
Generic Batches
CSV Reader
Technologies
zeus

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Types of projects

Big Data and batch processing

As this app is mainly used by huge Salesforce Orgs, we used batch processing to asynchronously process big data volumes and keep the limits.

Integration with Pardot

We integrated the app with Salesforce Pardot and enabled parsing for the tasks created in Pardot to execute them on the Salesforce side via the DPM app.

Rules and batch processes

In order to reduce manual data processing and errors, we paid great attention to various calculations, communication rules, batch processing flows, etc.

Trigger development

On this project, we worked a lot with custom trigger development mainly to support interconnected actions between the app and Salesforce Org itself.

Project management

In most cases, our project management was organized in JIRA, while communication mainly happened on Skype.We also had product demos on demand, mostly on a bi-weekly basis. In case of complex assignments, we involved our Head of Salesforce Delivery for general supervision and architecture assistance.

MagicFuse

Key project management practices

magicfuse
01
Regular communication with the customer
02
Iteration-based process
03
Detailed requirements analysis
04
Transparent task management

Toolset

JIRA
Skype
Google Docs
Google Spreadsheets
magicfuse

Our achievements

001

Successful Salesforce Security Review

002

Smooth deployment to AppExchange

003

Scalability of the app

004

Opportunity to manage big data load

005

Amazing reviews on AppExchange

006

Happy customers

Cooperation results

Just in 8 months, we built a great app together with the architecture team on the client side that allowed Salesforce users to track changing GDPR regulations, keep 360 views on allowed communications with end customers, manage content permissions/consents/subscriptions, etc.The application received 5-star reviews on Salesforce AppExchange and made many lives of Salesforce marketers easier.

MagicFuse

Client feedbacks

Joe Beech

Adrian King

Co-founder & CTO at Elements.cloud

They have a very good balance of understanding our goals, knowing when to take pragmatic decisions.

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Ross Kurhanskyi
Head of Partner Engagement
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