Custom Salesforce Reporting for a Leading US-Based NBFC
A mid-sized US NBFC needed more from Salesforce than standard reports could offer. We stepped in with a tailored solution using Lightning Web Components, Apex, and AI-assisted development to enable detailed reporting and Excel exports, boosting productivity and user experience.
Background
A mid-sized non-banking financial company (NBFC) based in the US, serving a wide spectrum of retail and corporate clients, was hitting the ceiling with Salesforce’s standard reporting capabilities. With operations spanning multiple regions and offering customized credit solutions, the company needed more agility and precision in how they viewed and shared their business data.
Their reporting needs went beyond surface-level dashboards. They required in-depth, dynamic data views with seamless export options, especially in Excel format, for both internal analysis and external communication.
Challenges
While Salesforce is a powerful CRM, its out-of-the-box reporting features weren’t keeping up with this NBFC's pace or complexity. Specifically, they struggled with:
Limited flexibility in report customization
Inability to export reports cleanly into Excel for further analysis or stakeholder sharing.
Clunky UI/UX that made extracting meaningful insights time-consuming.
The need was clear: a modern, responsive, and user-centric reporting interface with robust export functionality, without losing the native Salesforce environment.
Solutions
Our team developed a custom reporting solution on the Salesforce platform using Lightning Web Components (LWC) and Apex, tailored to the client’s data-heavy workflows. Here’s how we addressed it:
Dynamic Custom Reports: We built interactive reports with enhanced filtering and sorting, allowing users to generate views based on real-time business-specific metrics.
One-Click Excel Export: Integrated a dedicated button to download reports directly as Excel files, simplifying offline analysis and external sharing.
AI-Optimized Delivery: Our AI engineers accelerated delivery by optimizing components for performance and reducing dev iterations. This allowed us to deploy the solution faster while ensuring long-term maintainability.
Key tools and strategies used:
Lightning Web Components for custom UI
Apex backend logic to manage data flow and file generation
JavaScript with the XLSX library for Excel exports
Agile methodology for fast, iterative development
AI-enhanced project optimization for faster time-to-market
Impact
The custom solution dramatically improved how the NBFC operated within Salesforce:
40% Time Saved: Automated exports replaced manual data pulls, freeing up valuable hours
More Actionable Insights: Teams could now slice and dice data with filters that matched their actual KPIs.
Improved User Experience: A clean, intuitive interface brought clarity and ease to reporting workflows.
Scalable Solution: Built with future scale in mind, the system can easily accommodate additional data sources and report types.
Salesforce Platform: Lightning Web Components (LWC), Apex Data Export: JavaScript, XLSX library for Excel file generation Styling Frameworks: CSS Project Management: Agile methodology Version Control: GitOur AI-powered development approach enables faster, smarter, and more tailored implementations, designed with your business outcomes in mind.
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