How Chronicle Built the Perfect Salesforce App

Chronicle Needed an Application to connect their platform to their Client's Salesforce. We helped them do it seamlessly.

Before

Great Product - But needs to speak to Salesforce

Chronicle has it all going for them. They found a way to populate data for law firms that helped them stay on top of their clients’ case work. The good news - it worked great. The bad news was that their clients still needed to log into the Chronicle App to see their client specific data…

Disjointed applications.
Manual steps to match records between systems.
No notifications or sync’ing of databases
Their clients were in Salesforce, their competitors had applications to make it easy.
The idea was there, but they needed the execution.

Our Role

Salesforce Experts building a seamless experience for Chronicle's Customers

Our role was to be the Salesforce experts, and to drive towards completing the project on a tight timeline and budget that couldn’t be exceeded.

We:

Designed and delivered a fully managed Salesforce package that embeds Chronicle’s evidence-retrieval platform directly into law firms’ CRM environments
Translated Chronicle’s complex data model (Clients/Cases, Documents, Events, Uploads, and Tasks) into a clean, scalable Salesforce architecture
Delivered the end-to-end integration in eight weeks, on time and within budget
Built a flexible matching and object-mapping framework that supports firm-specific Salesforce structures and override logic
Implemented an Apex-based Upload workflow with field-level validation prior to API submission
Architected a reliable, high-volume hourly synchronization process using Salesforce Bulk API
Advised on managed-package architecture, including authentication models and future bidirectional syncing

After

Integrated Business Processes for Chronicle’s Clients

Real-time case data inside Salesforce.

Flexible mappings across any firm’s Salesforce setup.

Easy and Designed install process for their clients.

Cleaner data with validation before upload.

A scalable foundation for continued product growth.

Team

What the team said

“The Sales Nerd quickly absorbed the complexity of our data model and translated it into an elegant, configurable Salesforce managed package. The result is a robust, high-volume integration our customers trust and rely on daily.”

Nikhil Pai

Thinking

What made this project work

Detailed User Stories before starting to build.

Testing along the way for quick feedback.

Beta testers built into the process for even more feedback.

Chronicle works great - so the app was the easy part of what to build.