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Salesforce Case Study - Supply Chain Managment Workflow App Development Using App Cloud

Solution Overview



Customer Situation

  • Employees needed an app where they can collaborate and procure products from third party vendors for their core customer’s needs.
  • Purchase requisition needs to be created automatically from email with predefined format with in the proposed app.
  • The team members should be able to acknowledge it for further action.
  • The request should route through different stage and lead time need to be calculated for every stage.
  • The request could be reassigned to other team members based on the availability automatically.
  • Daily, weekly, monthly reports should be generated for users and for different stages.

Congruent's Solution

  • Different groups are created and their access times are configured for secure access
  • E-mail services was used to create the request record automatically
  • Workflow rules and approval processes were created for automatic routing to next team/stages
  • Reminder notifications were sent to the request owner for requests reaching SLA
  • Lead time was calculated by considering the holidays, leaves, and business timings

Technology Used

Apex, Visualforce, Jquery Workflow rule, validation rule, Approval process, Data loader.

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