Client Overview

Our client is one of the world’s largest dairy cooperatives, owned by over 12,000 farmers and operating across 100+ countries. With a diverse product portfolio spanning dairy, nutrition and foodservice, their Horeca & Bakery business unit relies on Salesforce Sales Cloud to manage commercial operations and field sales execution.

The Challenge

The field sales representatives visited outlets daily and were required to log each visit in Salesforce Sales Cloud. However, the existing workflow required users to navigate across multiple records and pages to access account details, past visit history, contacts, opportunities, Customer Partner Relations updates and product-level information.

This fragmented structure created operational inefficiencies:

• Slow, multi-step visit logging
• Increased risk of incomplete or inconsistent data capture
• Disconnected updates across related records
• Manual creation of follow-up records
• Growing Application Managed Services support needs driven by user errors

Ultimately, the process was not structured around execution efficiency. Instead of enabling streamlined visit logging, it required repetitive navigation and manual inputs – limiting productivity and affecting data reliability.

CoreFlex Approach

To simplify, accelerate and standardize the field visit workflow, CoreFlex partnered with FrieslandCampina’s Horeca & Bakery unit to re-engineer visit execution inside Salesforce Sales Cloud, focusing on workflow consolidation and intelligent automation.

What We Delivered

Unified Visit Workspace (Lightning Web Component)

CoreFlex analyzed the existing visit workflow and identified unnecessary navigation steps across multiple Salesforce records. To address this, we designed and implemented a custom Salesforce Lightning Web Component (LWC) — a Unified Visit Workspace that opens directly from the Visit record.

This consolidated interface enables sales reps to review and update visit-related information — including accounts, contacts, products, opportunities, and Customer Partner Relations records — within a single structured view.

By centralizing execution into one workspace, we reduced record-switching and simplified daily visit logging.

Simplified Visit Execution Flow

Instead of navigating multiple Salesforce pages, users can now complete all required visit actions within a consolidated interface.

This reduced manual steps, improved usability within Salesforce Sales Cloud and accelerated overall visit execution.

Automated Flows for Accuracy and Consistency

Behind the interface, we’ve implemented Salesforce Flows to automate critical steps in the process, including:

• Customer Partner Relations records creation
• Volume calculations
• Required field enforcements
• Automated opportunity & product creation

This reduced manual efforts while ensuring cleaner, standardized data capture across the organization.

Real-Time Updates Without Context Switching

Sales reps can edit fields, log notes and create related records directly within Unified Visit Workspace, without navigating away from the visit records.

This real-time interaction model improves adoption, minimizes errors and reinforces Salesforce as a seamless execution tool rather than an administrative burden.

Business Impact

The redesigned Unified Visit Workspace delivered measurable improvements in field productivity, data quality and adoption across the Horeca & Bakery unit.

Enterprise Outcomes

40% Faster Visit Execution

Field reps reduced average visit logging time from several minutes to under a minute – significantly increasing daily throughput.

This acceleration was enabled by consolidating visit tasks into a single unified workspace and eliminating multi-screen navigation.

Improved Data Accuracy & Process Standardization

Manual input errors declined and data consistency improved across accounts, opportunities, products and Customer Partner Relations records.

Behind the scenes, automated Salesforce Flows handled record creation, required field enforcement and volume calculations, removing variability from the process.

Higher Field Productivity and Revenue Potential

With less time spent on administration, reps reinvested their time into additional outlet visits every week, contributing to:

• Approximately 2 additional opportunities pursued per week
• Approximately 10 additional wins linked to improved follow-up
• Stronger funnel coverage
• Increased potential revenue contribution.

Reduced Operational Support Load

Application Managed Services support requests declined as workflow confusion and user errors decreased. The simplified, journey-aligned interface reduced dependency on manual corrections and post-visitor cleanup.

Higher Adoption of Blueprint 2.0

Pilot users demonstrated stronger usage consistency and faster onboarding. Adoption improved because Salesforce became eaasier to use, not because enforcement increased.

Why CoreFlex

This transformation leveraged CoreFlex’s deep Salesforce and industry expertise. As a Salesforce Select Partner with multiple Expert-level Navigator achievements, CoreFlex brings certified architectural and functional maturity across:

• Sales — Expert Partner
• Service— Expert Partner
• Platform – Expert Partner
• Retail— Expert Partner

This combination of Salesforce competency knowledge positioned CoreFlex uniquely to redesign our clients field execution workflows in a way that:

• Integrated seamlessly with Sales Cloud
• Aligned with field realities
• Minimized technical debt
• Ensured long-term scalability

Client Testimonial

Conclusion

The Horeca & Bakery unit’s field-sales initiative delivered a streamlined and standardized visit logging process, improving speed, accuracy and operational consistency.
By consolidating fragmented steps into a Unified Visit Workspace and automating manual tasks, CoreFlex helped our client increase field productivity, strengthening Salesforce data quality and scalability.
The redesigned architecture also positions the organization to extend Blueprint 2.0, integrate future Salesforce capabilities and continue improving field execution at global scale.

Let’s Talk

If your field teams are slowed down by multi-step workflows, inconsistent data capture, or legacy Salesforce processes, CoreFlex can help redesign your mobile and field execution landscape using modern, scalable patterns.
Reach out at info@coreflexsolutions.com or or visit https://coreflexsolutions.com/contact to explore how we can help.