End-to-End Management System for Vehicle Transportation and Inspection with Salesforce Customizations
Client Overview
An automotive company wanted to improve logistics and inspection workflows by customizing Salesforce to support complex scheduling, case management, and data validation. The goal was to increase operational efficiency and customer satisfaction.
Challenges
Case Management
Needed streamlined handling of multiple case types.
Scheduling Complexity
Required a custom calendar for dynamic slot booking.
Multi-Request Handling
Managing multiple user requests per vehicle was challenging.
The Process
We developed a flexible Salesforce solution focusing on automation, validation, and user-friendly scheduling to optimize workflows.
Logistics Planning
Created nearest address calculations to improve coordination accuracy.
Data Handling
Implemented error management and postcode-based address search for data integrity.
Custom Scheduling
Built a dynamic calendar supporting multi-criteria slot booking and case management.
Toolstack
- Salesforce Service Cloud
- Custom Lightning Components
- Automation & Validation Rules
Outcome
The client benefits from streamlined operations, reduced errors, and improved customer satisfaction.
Transportation and inspection workflows are more efficient.
Data accuracy improved with advanced validation rules.
Flexible case management increased customer satisfaction.
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