Case Study: GuardCap achieves a smooth Salesforce Lightning migration with Cloud Galacticos

GuardCap streamlines Salesforce migration and updates 2 core objects with Cloud Galacticos

GuardCap, a specialist investment management company based in London, engaged vendor Cloud Galacticos to migrate from Salesforce Classic to the newer Salesforce Lightning platform. Their challenge was to upgrade their system to take advantage of modern features and improve security while also updating their core Account and Contact objects with the latest data.

Cloud Galacticos executed the Salesforce Lightning migration, which included optimizing record pages, establishing a new home page, and implementing a custom domain for security. They also cleaned up obsolete data fields and performed a mass data load. Additionally, Cloud Galacticos implemented Salesforce Pardot to resolve email marketing issues. The result was a smooth transition to a more robust, scalable, and secure UI that improved team efficiency. GuardCap reported that the project was delivered on all aspects and praised Cloud Galacticos for their professional and supportive approach.

GuardCap