13 governed releases, 0 critical incidents on GoodLeap's live org.
Work that used to take 6–12 months now ships in weeks.
What was there
A US mortgage and consumer-finance lender on Financial Services Cloud, Sales Cloud and Service Cloud across several orgs. A backlog for months. Loan officers collected client context by hand before every call. Marketing attribution was updated manually. The nightly transfer of 20,000 records between systems broke about every two weeks.
What we did
A two-week first win: mortgage marketing attribution automated at Opportunity creation. Then small governed work streams: four projects in the first four weeks, eight in nine. An integration backbone across Salesforce, MuleSoft, Figure and Encompass. Front-line workflows for loan officers: dynamic scripting, claim queues, role-based priority views. A repeatable release process, DEV → QA → UAT → production, with Go/No-Go, smoke tests and rollbacks.
What came out
Delivery for scoped initiatives went from an internal baseline of 6–12 months to weeks. 13+ governed production releases documented. The large integration releases of early 2026 shipped with no P0/P1 incidents, one rollback in the period. Core mortgage workflows became automated and visible.
What we say out loud
Service Cloud Voice and Agentforce were discussed and not contracted; we do not count them. The money figure for this engagement is not yet signed off, so this case is about risk reduction, not revenue.
What the client needed from a partner.
A backlog for months and an internal baseline of six to twelve months per initiative. The lender needed a team that could ship into a live lending system every two weeks, across several orgs and a loan system, without an outage and with a rollback they could see.
What happened next
Service Cloud Voice and Agentforce were discussed and not contracted, and we do not count them. The work continued as governed streams; the integration releases of early 2026 are the latest documented, with no P0/P1 incidents.
How the weeks went.
First win
Marketing attribution automated at Opportunity creation; the month-end fix by hand ends.
Four projects
Small governed streams, one release each, DEV → QA → UAT → production.
Eight projects
The integration backbone across Salesforce, MuleSoft, Figure and Encompass takes shape.
Integration releases
The large releases ship with no P0/P1 incidents, one rollback in the period.
Who did the work.
Named in the proposal, the same people from kickoff to release.
Roles on the project
- Lead engineer
- Salesforce developers
- Integration engineer
- QA engineer
- Project manager
Stack
Financial Services Cloud, Sales Cloud, Service Cloud, Apex, LWC, Flow, Platform Events, Person Accounts, MuleSoft Anypoint and Composer, REST and SOAP APIs. Integrated: Figure, ICE Encompass, Insellerate, Verse, Mogli SMS, Genesys Cloud CX, Experience.com, Domo, Databricks.
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