Salesforce & OMS Integration
Project Summary
The project involved integrating Salesforce with the Order Management System (OMS) to enhance the customer onboarding process, streamlining setup for business customers.
Problem Statement
The existing customer setup process required Salesforce Account Managers to manually input data across multiple screens for 4-5 fields. This fragmented approach slowed down onboarding, negatively affecting customer experience and internal workflows.
Key Objectives
• Automate Customer Setup Process: Develop an automated data flow from Salesforce to OMS to eliminate manual data entry.
• Integrate Additional Fields: Add fields such as POS (point of sale) discount, small order fee, and delivery charge code into the OMS.
• Enhance User Interface (UI) : Modify the OMS user interface to include new fields, making the setup process more intuitive.
Solutions Implemented
• Automated data mapping from Salesforce to the OMS
• Enhanced OMS by adding new fields such as POS discount and small order fee
• Updated UI to include new fields
• Enhanced OMS by adding new fields such as POS discount and small order fee
• Updated UI to include new fields
Outcomes Achieved
• Achieved a 98% accuracy rate in capturing customer data.
• Reduced the average onboarding process from 30 minutes to 10 minutes, leading to an overall time savings of 200 hours per month.
• Reduced the average onboarding process from 30 minutes to 10 minutes, leading to an overall time savings of 200 hours per month.
Responsibilities
(See my Core Responsibilities across all projects)
UI Enhancements for Customer Setup Screens:
• Redesigned the user interface to include new fields
• Worked with stakeholders to gather feedback, creating mockups for the new layout
• Redesigned the user interface to include new fields
• Worked with stakeholders to gather feedback, creating mockups for the new layout
Learning Salesforce Module:
• Gained proficiency in Salesforce Sales Cloud, specifically the Accounts and Contacts features, understanding its functionality and how it integrates with the OMS
• Gained proficiency in Salesforce Sales Cloud, specifically the Accounts and Contacts features, understanding its functionality and how it integrates with the OMS
This document has been simplified and modified to protect confidential information.
