- To reduce the paperwork and multiple entries for the same estimation lines.
- Had to navigate to multiple screens for creating the quote/estimates.
- Calculate flexible discount according to customer algorithm
- Had to manually add data on the estimate formatted document and then share with customer
Challenges
Solution
- Created Ligning Component in Salesforce to create estimations data which has related estimation line items which can be cloned/updated.
- This also had dynamic discount calculations and quantity based calculations.
- Created a custom functionality to generate dynamic pdf exactly the same format as expected with estimates included. Also sending it to customer dynamically
Result
- Reduced multiple data entry.
- Single screen calculations for complex estimation screen
- Reduced efforts
Setting up Salesforce
- This is how they use to manually do the entry previously
- After implementing the new logic in SF, we made it much easier for them so that everything can be accommodated in one place
