We addressed these requirements and delivered a solution over a three-week period. We initially evaluated several options and shortlisted it down to two. The use of AWS Services was chosen due to Vico Homes being an existing AWS customer, AWS provided several built-in integrations with Salesforce and it supported the complex customisation needs.

The solution made use of many AWS services. Amazon AppFlow was used to pull the survey records from Salesforce and to update upon job completion. S3 was used to store the pulled survey files with an event notification being used to  trigger a call to Lambda functions to securely transfer the file to an SFTP site using the AWS Transfer service. We also made use of AWS Secrets Manager to securely store details used to connect to the SFTP server. The generated survey file was then ingested by the existing survey solution and survey requests were sent to end customers from the survey tool. Reports on the number of surveys generated were reported upon within Salesforce using standard Report Builder functionality.

All aspects of the project were successfully delivered, all within the original budget and timeframe. The solution is very cost-effective, robust and secure as a result of a complete serverless solution being delivered.