Case Study: Salesforce achieves scalable client onboarding with Process Street

Salesforce scales global client onboarding for 3,000+ companies with Process Street

Salesforce, a global SaaS leader, faced the challenge of scaling and standardizing its client onboarding process across diverse regions and teams without losing personalization or quality. To tackle this, they partnered with vendor Process Street, utilizing its workflow management platform to create structured, automated checklists.

Process Street's solution centered on a dynamic checklist called the Datorama Use Case Kit (DUCK), which used conditional logic and dynamic due dates to personalize onboarding. This created a single source of truth for global teams, reducing errors and keeping clients on track. The results included streamlined global operations, improved team alignment, and a consistent, high-quality onboarding experience that could scale efficiently.

Salesforce