Since the Fresh Meal Plan sales team was constantly honing and updating their meal plan offerings and pricing, it was essential to have a centralized spot where the Sales team could update those subscriptions. By storing the meal plans in a set of custom objects in Salesforce, plans, pricing and descriptions could easily be updated by anyone on the sales team. At the same time, utilizing the Salesforce REST API, we were able to program and transition a previously static display of meal plan offerings and replace that with a dynamic, real-time view so the customer always sees the most up-to-date offerings.
To complete their order, customers must register, create a login and successfully pay for their subscription order. The customer’s contact information and credentials are stored within Salesforce Personal Accounts. When customers login to the website, we utilize the Salesforce REST API along with the OAuth2 protocol to authenticate the user and provide secure access to their account and plan data.