Case Study
Fidelity Bank Streamlines Salesforce Workflows
Created Salesforce records without logging into Salesforce Processed over 500 employee surveys to improve internal help desk system Allowed for faster processing of five account referrals per day Fidelity Bank is a full-service bank that operates on the promise "to be the number one community bank with the best community service in town." With over 60 retail branches across metro Atlanta and Florida, Fidelity serves communities throughout the Southeast United States. To keep operations—such as loan origination, help desk management, and employee administration—running smoothly, the bank uses Salesforce. When Fidelity needed an online form builder with a seamless Salesforce integration, Lead Salesforce Developer Vincent Bartoloma turned to Formstack’s native Salesforce app. The Challenge Fi