Why We Constructed AgentSync at the Salesforce Platform

Why We Constructed AgentSync at the Salesforce Platform


This publish is a part of a sequence subsidized by means of AgentSync.

It’s no secret AgentSync has a Salesforce spine. However should you’re no longer aware of the intersection of era and insurance coverage, you would possibly not perceive why we selected this direction to construct.

From a easy ancient viewpoint, AgentSync wasn’t advanced in a vacuum. We stand at the shoulders of giants; we’re a startup in a legacy business, one by which Salesforce has a company basis.

Why Salesforce?

From a private viewpoint, lengthy sooner than I had written a line of code for AgentSync, and sooner than I met Niji Sabharwal – who’s my husband in addition to my cofounder – I labored across the Salesforce setting. I’d observed Salesforce utilized in waste control, in nonprofit organizations recording donations, in monitoring farmland use, and I noticed it used to be an impressive platform. My quite a lot of encounters intended I used to be well-versed within the engineering facets of the Salesforce ecosystem.

Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations facet of the home, and knew how tough Salesforce used to be for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the equipment we had been construction. A number of elements past our non-public studies additionally made Salesforce an obtrusive and excellent spouse.

Safety and the Salesforce recognition

We constructed AgentSync from a security-first method. One explanation why Salesforce used to be one of these herbal have compatibility used to be we knew entering into that our merchandise must agree to Salesforce’s prime expectancies for safety. Now not simplest would the underlying structure have prime safety requirements, however our code must undergo an intensive third-party vetting procedure, on the lookout for mistakes or vulnerabilities, nicely sooner than it ever were given in entrance of our shoppers.

Moreover, we had been in a position to make use of the tough role-based safety framework throughout the Drive.com platform to toughen our customers with the safe, complicated sharing fashions they want throughout the product to toughen a variety of personas from licensing directors to person brokers. That used to be sexy to us and really suitable with the purpose of our product – AgentSync’s merchandise maintain a prime quantity of information, and protective our customers’ information is of the maximum significance.

As a result of Salesforce is so broadly used within the insurance coverage and monetary vertical, we knew our partnership would additionally give us that leverage. As an alternative of getting to head via an in depth clarification of our safety requirements, any individual who’s aware of Salesforce and the group’s intense same old already is aware of now we have handed that top bar of excellence.

After all, for any individual on the lookout for affirmation, now we have finished our SOC 2 Sort I file

, however we knew from day person who we had been running throughout the guardrails of a extremely safe infrastructure.

Flexibility, velocity, and Salesforce’s infrastructure

My background with Salesforce used to be in designing the appliance to maintain scale, each when it comes to quantity and within the complexity of workflows. From my earlier studies, I discovered that flexibility is vital to scaling, because the trade will have to regularly alternate all of a sudden to succeed in good fortune and subsequently the undertaking packages supporting the trade will have to have the ability to flex.

The Drive.com platform’s suite of low-code equipment makes it best for speedy iteration for inside Salesforce groups. This is vital to supporting our visitor base of insurance coverage businesses, carriers, and MGAs/MGUs who each and every have their very own use-cases for our merchandise. We would have liked flexibility, however we additionally sought after to transport briefly. Construction equipment from scratch that will require heavy code and a large number of engineering simply to achieve fundamental capability used to be no longer in our shoppers’ highest passion.

Salesforce has quite a lot of equipment that make it conceivable to construct a large number of product capability with no unmarried line of authentic code. This no-code or low-code method makes it simple to customise our person enjoy, so we will give our shoppers one thing that works highest for them and their explicit wishes with out taking years to construct out a unmarried serve as or a unmarried restricted use.

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

Connectivity and the AppExchange

Being constructed at the Drive.com platform manner we routinely benefit from Salesforce’s robust suite of APIs, in addition to with the ability to use same old connectors in lots of extract, grow to be, load (ETL) answers available on the market. The patterns which might be vital to AgentSync’s talent to glue our merchandise to different platforms are already integrated, even to packages which might be unrelated to Salesforce.

Even more straightforward is integration with different AppExchange packages. When an software is at the Salesforce AppExchange, we all know it’s going to be simple for us to combine with as it’s talking the similar language, and we realize it’s going to percentage the prime Salesforce requirements for safety. That simple connectivity out of the field lets in us to search out partnerships that stretch our product features to serve our visitor wishes.

For example, when a visitor is on the lookout for a background take a look at resolution, shall we level to VerifiedFirst at the AppExchange and know, no longer simplest used to be it going to satisfy our visitor’s wishes, nevertheless it used to be going to satisfy our requirements for safety, and shall we change information to offer extra insights in each equipment that get advantages our shoppers.

We all know we will’t remedy each and every piece of the puzzle. There are such a lot of wishes for any individual in an insurance coverage serve as, and the AppExchange lets in us to head out and in finding techniques to resolve visitor wishes all of a sudden, which is helping us center of attention on our velocity, our carrier, and our equipment.

A competent person enjoy

We constructed AgentSync with a Salesforce spine as a result of the base line for us is a safe, customer-centric enjoy, and Salesforce has helped us ship that. With their equipment, our merchandise can also be extremely configurable with out us taking at the added expense and time of getting an engineering crew writing such a lot code. And, each and every time Salesforce updates its infrastructure, we – and our shoppers – routinely get advantages.

Within the insurance coverage business, a large number of our shoppers even have extra bespoke processes and inside equipment. By means of the usage of the Salesforce-enabled low-code or no-code method when we will, we will center of attention extra of our engineering efforts at the service and company equipment which might be essentially customized.

In the end, we wish to assist our shoppers grow to be their processes to be extra environment friendly, much less time-consuming, and extra people-friendly, and Salesforce lets in us to ship on that higher than if we had constructed our code from scratch.

Irrespective of what’s on your present tech stack, to look how AgentSync’s Arrange product permit you to reach your individual metamorphosis, take a look at us out.



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