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Transforming Shipping Operations with Salesforce Experience Cloud
A personalized shipping portal was created for our client to simplify communication with external vendors through Salesforce Experience Cloud, automation of registration and approvals, and the end of disjointed email traffic.
Customer
Custom Walk-in Coolers Manufacturer
Country / Region
Canada
Industry
Manufacturing
Highlights
Vendor Experience Community
Automated Approval Flow
LWC-based Registration Form
Email Notification Engine
Client Requirements
Centralized Vendor Engagement Platform
They wanted a unified digital interaction where the shipping vendors would get access to the shipping requests, be able to bid closest to the cost of the same in a competitive way, upload the booking documents, and interact with the acquiring process in real time.
Automated Communication for Bids Approvals
The client needed an automated communication system to inform the vendors about approval statuses, updates on shipping requests, and decisions on bids so that less time would be wasted in the manual pieces of email communication.
Vendor Self-registration
There was a requirement for a secure system of registration where new shipping providers could fill in onboarding forms and necessary documentation. Access credentials were automatically given to approved vendors once they had been vetted internally.
Workflow Automation for Onboarding and Access Provisioning
The client also alluded to the necessity of getting rid of the manual methods of approving vendors and issuing and updating login credentials, seeking a smooth, low-touch workflow to enhance scalability.
Challenges
Fragmented Vendor Management System
They were having vendor interactions and bid responses on a manual basis across emails and spreadsheets, making it inconsistent to communicate back and to approve as well as track, not only at but also between the people.
High Salesforce License Costs
The Salesforce user license model was such that it was expensive to expose external shipping vendors. There was a need to have an efficient alternative without compromising on platform security or the user experience.
Manual and Disconnected Communication Process
A systemized method of informing vendors about the status of shipping requests or results of their bid did not exist. This caused delays and wasted operations.
Complicated Vendor Onboarding Process
The onboarding process of new shipping vendors had several tedious manual processes, submittal of various documents via email, and manual exchange of credentials, which proved the process inefficient and prone to errors.
Solutions
Custom Shipping Vendor Portal
The Salesforce Experience Cloud site was set up to be a dedicated shipping vendor portal. Specifically designed Lightning Web Components (LWC) enabled vendors to see shipping requests, take quotations, and even file booking paperwork within the platform.
Bid Approval and Notification Automation
The automated approval process was provided based on Salesforce Flows and Apex logic, which allowed sending instant notification emails as soon as the bid was approved. Custom approval processes made sure that any work only proceeded to further processing that had been validated, so there were no bottlenecks in communication.
Dynamic Vendor Registration Form
The Experience Cloud site was constructed in such a manner that external vendors can also fill out an LWC-based registration form and provide verification information. Access credentials could be issued automatically with a certain degree of access level, and once approved, the approved vendors have access to their dashboard without any problem.
One-click Credential Sharing
A Lightning Screen Flow was implemented to automate and ease the process of the vendor onboarding lifecycle. By clicking a button, the approved vendors got their logins, which allowed speeding up the process of signing their vendors with no need to involve internal teams in a manual process.
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Technical Stack
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COMPANY
Our client is a Canadian-based leading manufacturing company that deals with the production of modular wall systems and the innovative creation of unique design solutions for the commercial and industrial areas.
Conclusion
The shipping portal has enabled the client to shift the existing vendor interaction model that was fragmented and based on manual interaction to a fully autonomous and digital world. Using Salesforce Experience Cloud and integrating it with Lightning Web Components, Apex, and Salesforce Flows, a simplified portal was developed where vendors would place bids, documents, and approvals all on the same platform.
Automated registration and credential provisioning allowed minimizing administrative work and accelerated the speed of the interaction with vendors. Not only did this solution improve internal efficiency, but it also made shipping by external vendors more professional and accessible. The customer is now in a position to scale vendor relationships without jeopardizing control, visibility, and value.
Benefits
- A centralized shipping portal on Experience Cloud
- Wide savings in Salesforce internal licenses pricing
- Faster vendor verification and automatic bid messages
- Automation of registration and onboarding vendors
