Programmers.ai customizes a Salesforce package for a leading finance company to automate data entry, improve vendor management
About the Client
Our client is a well-established commercial finance company with 20+ years of experience in the industry. With headquarters in Charlotte, North Carolina, they provide heavy equipment and accounts receivable financing services to construction, manufacturing, transportation, and waste management businesses across the USA. Their services aim to assist small and medium-sized companies in acquiring equipment, managing business cycles, and expanding operations.
- Industry: Finance
- Headquartered: Charlotte, North Carolina, USA
- Platforms: Apex Class, AURA,HTTP Callout, Static Resources, Wrapper Class, Salesforce
- Team Size: 4 Developers
The Challenge
The client faced several challenges using different systems and manual processes to manage several operations.
Cumbersome Data Entry: Vendors had to manually input opportunity data, guarantor information, and sales price details, leading to errors and delays in processing.
Lack of Custom Validation: The absence of custom validations made ensuring data accuracy and compliance with company-specific requirements difficult.
Inefficient Contact Management: The company struggled with managing and updating finance representative contact details, making it challenging to stay in touch with vendors and ensure smooth communication. This inefficiency hindered their ability to address vendor concerns promptly and maintain healthy vendor relationships.
Vendor State Tracking:The Company struggled to monitor vendor locations and compliance with state-specific regulations, as they lacked a standardized process for this.
Our Solution
Programmers.ai followed an Agile approach to develop a customized Salesforce package to address the client’s challenges:
Salesforce Package Development
Our team developed a custom Salesforce Package with a Lightning Web Component (LWC) application form to streamline the data entry process.
Custom Validations
The LWC component incorporated custom validations to meet the company's unique requirements, reducing data-related inconsistencies and complications.
Contact Management System
Programmers.ai implemented a comprehensive contact management system within Salesforce, enabling the company to store and manage finance representative contact details and receive automated alerts in the event of apex errors.
Streamlined State Tracking
We integrated a state tracking feature within Salesforce to eliminate issues related to monitoring vendor location and state regulatory compliance. This allowed for a more effective and organized approach to state compliance.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
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Apex Class
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AURA
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HTTP Callout
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Static Resources
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Wrapper Class
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Salesforce Managed Package
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Lightning Web Components (LWC)
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Salesforce Object Query Language (SOQL)
Business Impact
The PAI team implemented an innovative solution to modernize legacy systems and enhance operational workflows.
Here’s how we did it
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Tailored Solution
The Salesforce implementation provided the company with a robust solution, tailored to their unique needs. The results were transformative.
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Efficiency Gains
The LWC application form significantly reduced manual data entry and improved processing time, enabling vendors to submit their data quickly and accurately.
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Data Accuracy
Custom validations in the LWC application form ensured that all data entered met the company's standards, enhancing data accuracy and reliability.
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Improved Contact Management
The contact management system simplified the management of finance representatives’ contact details and delivered real-time updates on error detection.
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Enhanced Regulatory Compliance
The state tracking feature helped clients efficiently track vendor locations in real time to better manage compliance with state specific regulations.
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I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
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