Success Story: Boca Raton Museum of Art Enhances Operations with Real-Time Salesforce and Vend Integration

The Boca Raton Museum of Art in South Florida faced an operational challenge: their gift shop was powered by Vend, a robust point-of-sale (POS) system, but the lack of real-time integration with Salesforce created significant inefficiencies.

Recognizing this challenge, they partnered with Inforge to build a seamless connector bridging Vend and Salesforce, transforming their operational workflow.

The Challenge

Before this integration, real-time store sales information wasn't available in Salesforce, complicating reporting and financial tracking. Additionally, offering automatic member-based discounts was cumbersome, as membership data in Vend wasn't synchronized with Salesforce. Inventory management and tracking also lacked real-time updates, creating friction and inaccuracies for the finance department.

Vend to Salesforce Integration.

The Solution: Real-Time Salesforce Integration for Museums

Inforge implemented a comprehensive, real-time, and bi-directional integration between Vend and Salesforce. The solution includes:

• Real-Time Sales Integration: Every sale in Vend automatically generates a detailed Opportunity record in Salesforce, including products, pricing, taxes, and discounts.

• Automatic Member Discounts: Membership changes in Salesforce trigger immediate updates in Vend via Apex triggers, ensuring members automatically receive their discounts at checkout.

• Bi-Directional Contact Synchronization: Customer information remains consistent across both platforms, automatically updating changes from Vend customers to Salesforce contacts and vice versa.

• Real-Time Product and Inventory Management: All product information, including inventory levels, supplier price, and list price, is continuously updated in Salesforce.

• Inventory Transaction Tracking: Finance now benefits from detailed, accurate records of inventory increases and decreases.

• Custom Lightning Web Component (LWC): Provides a user-friendly interface to view synchronization status, manage synchronization settings, monitor error logs, view request logs, and reprocess transactions in case of errors.

  
  

Benefits Realized by the Museum

Implementing this tailored integration delivered significant benefits, including:

1. Operational Efficiency: Automation reduced manual data entry and minimized human error.

2. Enhanced Customer Experience: Real-time member discount processing provided an improved shopping experience for museum members.

3. Accurate Reporting and Analytics: Real-time data synchronization led to improved decision-making capabilities through precise, timely financial and sales reporting.

4. Inventory Accuracy: Instant inventory tracking reduced discrepancies and provided valuable insights for inventory management and procurement.

5. Improved Financial Control: Comprehensive inventory transaction records provided the finance department with critical insights, enhancing auditing and financial transparency.

   
   
   
   

   

   Inforge's Salesforce Solution

   
   
   
   
   
   

Testimonial

James Clay, Chief of Staff at Boca Raton Museum of Art in South Florida

James May, Chief of Staff at Boca Raton Museum of Art, shared:

"Inforge pairs in-depth technical knowledge and keen analytical skills to listen to your business requirements and provide timely solutions that meet your goals. They are collaborative, creative, and vital members of our team."

Boosting Museum Membership Engagement Using Salesforce

The innovative Salesforce and Vend integration solution developed by Inforge not only streamlined operational processes for the Boca Raton Museum of Art but also significantly improved their member experience, inventory accuracy, and financial oversight. This successful implementation serves as a blueprint for similar organizations aiming to enhance their operational efficiency through strategic technology integration.