Project Name
Ksolves Automated a Leading Australian Digital Marketing Platform's Website Creation Workflow
A leading Australian digital marketing and online business listing platform serving thousands of small and medium businesses with websites, Google Business Platform management, SEO, social media, and digital advertising. Website creation was a core service and it was taking 8 hours of manual agent work per client. Every new website required agents to set up site structure, build page hierarchies, configure navigation, populate content sections, and link domain records inside the Duda platform by hand. At that pace, scaling meant hiring. Ksolves automated the full Duda website provisioning workflow inside Salesforce using Batch Apex orchestration, Duda API integration, and AI-powered content generation, reducing the complete website creation process from 8 hours of manual work to 30 minutes of automated execution.
- 8 Hours of Manual Agent Work Per Website: Each new client website required agents to manually create the site in Duda, build page hierarchies, configure navigation, populate content sections, link domain records, and handle all configuration steps from account activation to a live website. At 8 hours per site, scaling required proportional headcount increases with no path to efficiency improvement without automation.
- GBP Posts Required Manual Copywriting with No Workflow: The platform's service delivery team created Google Business Platform posts for clients as part of their digital marketing service. Each post required agents to manually craft content, select and attach media, and publish to the client's GBP listing with no AI assistance, no Salesforce-native workflow, and inconsistent quality across agents.
- Billing Data Fragmented Between Zuora and Salesforce: Subscription billing ran through Zuora but account data, subscription products, invoice records, transactions, and credit memos were not reliably synchronised with Salesforce, requiring manual reconciliation and creating gaps in client account visibility across sales and billing teams.
- Client Credentials Stored Insecurely in Salesforce: Client credential information including website, domain, and email passwords was being captured and stored in Salesforce records, exposing sensitive data to sales representatives and creating a compliance risk with no governed access control model.
- No Automated Subscription Renewal Notification: When client subscription terms approached expiry, there was no automated communication mechanism. Sales representatives identified accounts manually and initiated outreach inconsistently, creating missed renewal opportunities across the team.
Ksolves built and delivered the Salesforce automation platform across six connected workstreams: Duda website automation, AI-powered GBP post management, Zuora billing integration, Synergy domain sync, secure AWS credential storage, and subscription notification automation.
- Duda Website Automation, 8 Hours to 30 Minutes: A Batch Apex orchestration layer was built integrating Salesforce with the Duda API to automate the complete client website creation sequence from account activation trigger through Duda API site creation, automated page hierarchy build, navigation structure setup, content section population, domain linking from Synergy, and site name field configuration. The automation handles the full provisioning workflow that previously required 8 hours of manual agent work, reducing the complete process to approximately 30 minutes of automated execution.
- GBP Post Editor with AI Content Generation: A custom Lightning Web Component Google Business Platform Post Editor was built within Salesforce, enabling agents to create, edit, and preview GBP posts directly from the relevant case record without switching systems. An AI content generation API was integrated to automatically generate post copy based on client business category and profile data, reducing manual copywriting time and accelerating post go-live. GBP Media Library integration enables in-Salesforce image selection and attachment to posts.
- Zuora Billing Integration: A comprehensive bidirectional Zuora-Salesforce sync was implemented covering account data, subscription products, invoice and invoice line items, transactions, credit memos, and credit memo items, with Schedulable Apex for automated sync jobs, centralised field mapping, retry logic for failed sync records, and notification setup for sync events, giving the client a single Salesforce view of the complete billing relationship for every client account.
- Synergy Domain Sync: Queueable Apex integration with Synergy's wholesale domain API was built to automatically sync domain registration and status data into Salesforce Domain objects, eliminating the manual domain record update process with domain type field migration and a batch migration class converting existing domain data to the new structure.
- AWS Password Capture Module: A custom Salesforce LWC Password Capture Module was built enabling agents to securely capture client credential information during onboarding. All credential data is stored in AWS Secrets Manager via a custom API integration and never written to Salesforce fields, restricting sales representative exposure to confidential client passwords entirely by design.
- Subscription Expiry Notification: A Schedulable Batch Apex subscription notification system was built to automatically identify accounts approaching subscription term end, send client email notifications, and create Salesforce tasks for sales representatives with structured renewal outreach, eliminating missed renewal opportunities from manual monitoring.
Technology Stack
| Category | Technology |
|---|---|
| Automation Engine | Batch Apex, Salesforce Automation |
| Website Integration | Duda API |
| GBP and AI Content | Google Business Platform, AI Content Generation API |
| Billing Integration | Zuora Billing Sync |
| Domain Sync | Synergy Wholesale Domain API |
| Credential Security | AWS Secrets Manager |
- 94% Reduction in Website Creation Time: Batch Apex and Duda API automation reduced the complete website creation process from 8 hours of manual agent work to 30 minutes of automated execution, freeing agents from repetitive technical provisioning to focus on client communication and service quality.
- GBP Post Creation Accelerated with AI-Generated Content: AI content generation integrated into the GBP Post Editor LWC produces post copy automatically from client business profile data, with agents reviewing and publishing from the Salesforce case record without switching systems, reducing post go-live time and improving content consistency across the delivery team.
- Complete Billing Visibility in Salesforce: Full Zuora-Salesforce sync operational across accounts, subscriptions, invoices, line items, transactions, and credit memos gives the client a complete billing view for every client account in Salesforce, with automated sync jobs and retry logic eliminating manual reconciliation entirely.
- Client Credential Exposure Eliminated: Password Capture Module V2 routes all credential data to AWS Secrets Manager with no credentials written to Salesforce fields, removing sales representative access to client passwords by design and closing the compliance risk that existed in the previous manual capture process.
- Subscription Renewal Outreach Automated: Schedulable Batch Apex identifies accounts approaching term end, sends client notifications, and creates representative tasks automatically, ensuring every expiring subscription receives consistent, timely renewal outreach with no manual monitoring required.
“Cutting website creation time from 8 hours to 30 minutes fundamentally changes what our delivery team can accomplish in a day. The Ksolves automation across Duda, GBP, Zuora, and our billing systems has made Salesforce the genuine operational hub of our business rather than just a sales CRM.”
– Head of Technology, Leading Australian Digital Marketing Platform
Ksolves delivers Salesforce automation and integration development for digital marketing platforms, agencies, and managed services companies that need to connect their CRM to website platforms, billing systems, and AI content tools to eliminate manual operational bottlenecks.
Before this engagement, the platform’s website creation process was a manual 8-hour operation per client, GBP posts required agent copywriting with no automation, billing data lived across two disconnected systems, and client credentials were stored without governed access controls. After Ksolves built and deployed the full automation platform, website creation runs in 30 minutes, billing is unified in Salesforce, and credential security meets compliance standards by design.
The automation pattern built for this engagement, covering Batch Apex orchestration, third-party CMS API integration, AI content generation, and secure credential management, is directly replicable across any digital marketing platform or managed services provider provisioning digital assets for clients at scale.
Manual Website Provisioning Does Not Scale. Let Us Automate It For You.
