Salesforce staff augmentation case study: a fintech delivery pod
This Salesforce staff augmentation case study shows how ForceFolks added architecture, development, administration and QA to a fintech team. The pod worked in the client's Jira and Bitbucket process on Financial Services Cloud. Sprint velocity rose by 48%, and production development began 11 days after signing.
Key takeaways
- The ForceFolks pod worked in the client's Jira process and Bitbucket release pipeline.
- The scope covered Financial Services Cloud, Experience Cloud and Privacy Center.
- Production development began 11 days after signing, and the pod cleared more than 150 security-profiling bugs.
- The published case covers a staff-augmentation engagement lasting more than 14 months.
Salesforce staff augmentation case study: pod and scope
| Attribute | Detail |
|---|---|
| Salesforce partner | ForceFolks |
| Industry | Financial Services & Fintech |
| Company size | Scale-up: $80M revenue, 300 employees |
| Salesforce products | Financial Services Cloud, Experience Cloud, Privacy Center |
| Services provided | Staff Augmentation, Managed Delivery Pods, Co-Sourced Development |
| Systems integrated | Plaid API, AWS Lambda credit scoring, Jira, Bitbucket Pipelines |
| Delivery model | Flexible Staff Augmentation Managed Pod |
| Team | 1 Technical Architect (part-time lead), 1 Senior Developer, 1 Certified Administrator, 1 QA Automation Engineer |
| Timeline | 14+ months in the published engagement |
How the ForceFolks pod cleared the backlog
The fintech needed delivery capacity inside its existing tools. ForceFolks assigned clear architecture, development, administration and test responsibilities within the client's sprint process.
[Client Jira backlog] → [Architecture and development] → [QA and staging tests] → [Bitbucket release pipeline]
- The pod joins daily stand-ups and works from the client's Jira backlog.
- The architect reviews the Financial Services Cloud design and Plaid integrations against the client's requirements.
- The developer builds Apex controls and triggers that use AWS Lambda credit-scoring results.
- The administrator manages Permission Set Groups and Flow automation.
- The QA engineer adds Selenium tests to the staging pipeline.
- The pod runs weekly demos and ships releases every two weeks through Bitbucket pipelines.
Measured results
- Integration: 100% workflow integration within the first week of deployment.
- Backlog: more than 150 security-profiling bugs cleared as part of the client's data-protection work.
- Velocity: Jira sprint velocity up 48% within the first 30 days.
- Cost: 35% saved versus individual sourcing, recruitment, and onboarding.
- Time-to-value: production development began 11 days after contract signing.
- Quality: the project reported 100% compliance with its regulatory code-quality and architecture audit checks.
Fintech Salesforce staff augmentation: project questions
How fast can an embedded Salesforce delivery pod start producing?
This ForceFolks pod began production development 11 days after contract signing. It joined the client's daily stand-ups and sprint process, with velocity up 48% in the first 30 days. See staff augmentation for the engagement model.
Is a managed delivery pod cheaper than hiring Salesforce staff directly?
This fintech reported a 35% saving against individual sourcing, recruitment and onboarding. The ForceFolks pod combined senior architecture, development, administration and QA. The comparison is specific to this engagement, not a universal saving versus hiring.
Can a staff-augmentation pod meet fintech compliance requirements?
In this Financial Services Cloud project, ForceFolks cleared more than 150 security-profiling bugs. The project reported 100% compliance with its code-quality and architecture audit checks. Each client's regulatory requirements and review process still need to be defined for the engagement.
Related services and case studies
Add the Salesforce skills your fintech backlog needs
Show ForceFolks your backlog, release process and missing roles. We can propose a named pod that works within your team's tools and responsibilities.