In the vehicle logistics industry, efficiency is paramount. Streamlining the process of transporting and inspecting vehicles is not just a matter of convenience; it’s a strategic advantage. This case study delves into a project that revolutionised this very operation. From seamlessly creating cases to intelligently assigning them, every facet was optimised for precision and speed. The inclusion of in-house developed features further elevated the process, demonstrating a commitment to innovation and excellence.
Client Background:
The client is a pivotal player in the industry of vehicle logistics, managing the intricate task of transporting and inspecting vehicles. Their expertise lies in optimising client requests and end-user availability for seamless vehicle logistics operations.
Problem Statement:
The challenge was to create an efficient system for processing cases, ensuring precise slot bookings, and automating various aspects of the process. This included addressing end-user requirements for multiple cases related to a single vehicle, with flexibility in selecting inspection and transport dates through a custom calendar component.
Solution Provided:
We introduced a suite of in-house developed features to enhance the process. This included:
- Calculation of nearest addresses for accurate logistics planning
- Robust error handling management to maintain data integrity
- Streamlined address search functionality based on postcodes
- Capability for both multi and single-case creation for enhanced flexibility
- A custom calendar component enabling slot booking based on multiple criteria
- Validation of records created via integration to eliminate errors
- Case Enrichment Flow to automatically populate critical fields
- Automated deadline calculations tailored to each case
- Implementation of versatile custom metadata types for adaptable setup
- Validation rules to ensure data accuracy and completeness
Implementation Process:
The solution was implemented through a meticulous process involving detailed analysis, iterative development, rigorous testing (including Quality Assurance and User Acceptance Testing), and successful deployment across all stages, from QA to UAT and Production.
Results and Benefits:
- Substantial increase in the number of bugs fixed and requirements delivered on time
- Noticeable enhancement in the overall quality of deliverables
- Leveraged Salesforce’s platform and capabilities for improved efficiency and accuracy
- Ensured seamless vehicle transportation and inspection processes
Technologies Involved:
- Salesforce automation (Process Builder, Workflows, Approval processes, Entitlements, Auto assignment, Auto response rules, Flows)
- Salesforce security (Sharing rules, permissions sets, profiles, MFA (Multi-factor authentication), role hierarchy, OWD (Organization-Wide Defaults))
- Salesforce lightning (Apps, Record pages, Email Templates)
- Development (LWC (Lightning web components) components, Apex triggers)
- Object management (object creation, maintenance, fields, record types, layouts)
- Analytics (Reports & Dashboards)
- Data cleansing (mass record updates/deletion with Workbench/Data Loader)
- Deploys using CI/CD based on GitHub and Azure pipelines