About the Client:

Our client, a global leader in the dairy industry headquartered in the Netherlands, operates in 29 countries, employing over 20,000 people worldwide. With a strong focus on sustainability and innovation, the company supplies high-quality dairy products across multiple markets through a B2B commerce portal. To support seamless order processing and distribution, the company relies on Salesforce Community Cloud for order entry and account management.

The Challenge

The Order Entry Automation (OEA) is essential for processing orders and ensuring accurate deliveries. In the OEA B2B Commerce Portal, about 500+ users needed to accurately select the correct Sold-To and Ship-To accounts based on Product Group and Delivery Plant to access relevant products and create orders.

However, the manual selection process was cumbersome, increasing the risk of errors and slowing down order completion:

• Users had to manually scroll through extensive lists to find the correct Sold-To and Ship-To accounts, leading to frustration and slow processing.
• Many accounts had similar names, forcing users to cross-check SAP numbers and delivery plant details before proceeding.
• Without dynamic filtering, users struggled to refine search results, increasing the likelihood of mistakes.
• The slow and unintuitive interface led to decreased efficiency, impacting business operations.

The company needed a Salesforce-powered solution that could automate order entry, improve accuracy and scale with their growing transaction volumes.

Our Solution

To overcome these challenges, we designed and implemented a Salesforce automation strategy to enhance search functionality, speed and user experience:

• Advanced Search Capabilities: Users can now search accounts using Sold-To, Ship-To, SAP Number, Address, Product Group and Delivery Plant, eliminating manual scrolling.
• Dynamic Filtering: Instantly refines search results, allowing users to quickly locate accounts with precision.
• Optimized UI/UX: A streamlined, intuitive interface enhances user engagement and simplifies selection.
• Error Reduction Mechanism: Reduces incorrect selections by enabling highly accurate account filtering.
• Scalability for Large Datasets: The new system efficiently handles high transaction volumes, ensuring seamless order management.

The Results

By implementing Salesforce-powered automation and UI enhancements, CoreFlex helped the client achieve:

• Significant time savings – Eliminated unnecessary scrolling, making account selection faster and more efficient.
• Improved search accuracy – Users can now instantly find the right account, reducing the risk of selection errors.
• Higher adoption rates – A more user-friendly interface led to improved engagement and satisfaction.
• Increased productivity – The faster order creation process allows business users to process transactions more efficiently.
• Scalability & future readiness – The optimized system can handle growing datasets and transaction volumes without performance issues.

Client Speaks

As a result, our client awarded us a 5-star CSAT score, recognizing the efficiency, error reduction, and improved user experience.

Let’s Talk !

At CoreFlex, we help businesses unlock the full potential of Salesforce automation, enabling faster, more accurate, and scalable digital operations.

Want to transform your order management process with AI-powered automation?

Let’s discuss how Salesforce automation can drive efficiency, accuracy, and scalability for your business.