About Melonleaf
Awards
Our Team
Events
Webinars
Blogs
Press Releases
Salesforce
Alliance Partners
Healthcare Prowess
Logistics
Real Estate
Automotive Industry
Education Industry
Manufacturing
Media & Entertainmet
Nonprofit
Insurance
Aerospace & Defence
Get in touch with our certified consultants and experts to explore innovative solutions and services. We've empowered companies across various domains to transform their business capabilities and achieve their strategic goals. Schedule a Call
Custom Salesforce Portal for Survey & Installation Teams
Built a custom Salesforce portal to simplify field operations for our client and make them move out of the paper-driven process of handling the surveys and installation to an automated handling system.
Customer
Custom Walk-in Coolers Provider
Country / Region
Canada
Industry
Manufacturing
Highlights
Custom Portal for Field Teams
Automated Survey-to-Report Flow
Dynamic PDF Generation
Digital Signature Capture
Client Requirements
Digitalization of On-site Surveys
The request was to have a digital system that would store the information on the field survey, which can be done by surveyors in any location easily because it will also guarantee the consistency of the data.
Reduce Dependency on Manual Processes
There was a need to be able to cut redundant paperwork, minimize human error, and collaborate between survey and installation teams in real-time.
Challenges
Paper-based Data Collection
Paper records were used in taking surveys, and as a result, data was lost, or miscommunication could occur; the installation teams could not access the information.
Manual Estimation Processing
The planning of installations was based on manual analysis of survey data. It influenced the turnaround time and made inaccurate estimations more likely.
Lack of Digital Acknowledgement
Signing off clients was not standardized after the installation, which affected the process of verification and tracking approval.
Disconnected Field Operations
There was no integrated access to shared information by the survey and installation crew, and communication between teams was hard, which slowed the work process.
Solutions
Custom Salesforce Portal Development
Field teams were provided with a responsive and intuitive portal to organize surveys and submit them with an interactive LWC-like interface. Apex controllers were used to deal with backend logic to provide data integrity.
Automated Survey Reporting
Elaborate specifications of unit configuration, dimensions, type of hinge and door, and electrical were taken using survey forms. A standard PDF structure report of the survey was also created via Visualforce, and on submission a report is generated.
Workflow Automation with Record Types
It has two types of records, namely, one to have a route (supply only) and another one to have a route (supply & install), based on which the records will enter different workflows. Automation through Salesforce Flows creates seamless handoffs, generation of tasks, and creation of reports.
Installation Coordination & eSignature Acknowledgement
Survey information was accessed, revit-generated cut sheet drawings were uploaded, and post-installation acknowledgments in the form of slips printed and signed with an e-signature using a custom e-signature LWC component by the installation team using the same portal.
Do you want to digitalize your field operations? Contact us to learn how a customized Salesforce implementation will help you simplify your processes.
Technical Stack
Build Your Mobile App Today
Build Your Solution With Us
COMPANY
A well-known Canada-based energy service provider offering effective HVAC systems and energy-saving and custom coolers and freezers solutions to residential and commercial customers.
Conclusion
Our client was able to experience a drastic change in its operations through the process of replacing the manual paper-based operating system with the newly designed digital solution bestowed by Salesforce. The custom portal enabled the survey and installation teams to be more productive and collaborate between them.
Critical features such as real-time data capture, PDF creation, and e-signature acknowledgements were useful in the elimination of needless repetitive work and acceleration of project delivery. This means that the company has achieved increased service provision, information visibility, and optimized customer processes in a common family of Salesforce.
Benefits
- 70% reduction in survey processing time
- 100% paperless field data capture
- Improved cross-team coordination
- Digitally verifiable client approvals
