Published:
May 08, 2025
Category:
Salesforce Experience Cloud
Client location:
United State
Client Overview :
A leading financial institution with a strong presence in the education lending sector sought to modernize its student loan application process. With a growing number of applicants and evolving expectations for digital services, the client recognized the need to shift from fragmented, paper-based systems to a unified digital solution. Their objective was to create a seamless experience that could handle high volumes of applications while maintaining compliance with regulatory standards.
The organization envisioned a self-service portal that would empower students to easily submit applications, upload required documents, and track their loan status in real time. Simultaneously, it needed to equip loan officers with powerful tools to manage and process applications efficiently. By using Salesforce Experience Cloud student services, the client built a unified, compliant, and scalable loan processing system.
“Establish a single portal for students to apply for and track education loans.
Automate applicant verification processes using real-time integrations.”
– Business Needs
Technical Contribution:
- Experience Cloud for Student Self-Service: Developed a branded Salesforce Experience Cloud portal that enabled students to register, submit applications, upload documents, and monitor loan status. The interface was designed to be intuitive and mobile-friendly, reducing drop-offs and increasing engagement.
- Custom Development with LWC and Apex: Leveraged Lightning Web Components (LWC) to create dynamic forms for application steps. Apex was used to implement complex business logic, real-time validation, and efficient processing of application data.
- Third-Party Integrations: Integrated external systems such as credit bureaus and KYC tools to automate applicant evaluation. These integrations provided real-time feedback, allowing faster and more accurate loan approvals.
- Service Cloud for Back-Office Processing: Loan officers accessed Salesforce Service Cloud to manage and review applications using custom record pages and approval workflows. The seamless integration between Experience and Service Clouds ensured efficient coordination between students and staff.
Benefit Delivered:
- The Salesforce Experience Cloud student portal cut loan processing time by 60%, improved transparency, and scaled with fewer resources. Real-time integrations and secure data handling ensured compliance and increased trust among users.
