Sales Cloud, Manufacturing, Salesforce

LevelShift Optimizes Salesforce Order Management, Reducing Batch Processing Time by 50% for a Leading Manufacturing & Packaging Solutions Distributor

LevelShift Optimizes Salesforce Order Management, Reducing Batch Processing Time by 50% for a Leading Manufacturing & Packaging Solutions Distributor

About the client

The client is a leading distributor of facilities, industrial packaging, and marketing solutions. They are experts in the supply chain, category management, forecasting and planning, product use, service, and training.

Solution

  • Created a validation rule in Salesforce to allow only the orders dated less than two years to be uploaded into Salesforce.
  • Analyzed their existing Data Loader CLI and incorporated a new logic to reduce the load and delete old data.
  • Modified the query in Data Loader CLI and used a formula field that identified the date of the orders.
  • A restriction on Salesforce and data Loader CLI query was placed to limit the number of uploaded and deleted records.

Benefits

  • Reduced batch processing time by 50%.
  • No recurring failures.
  • Overall application performance improved by 40%.
  • Storage space is maintained at an optimum level by a prescheduled data deletion process.

Technology

Salesforce: Sales Cloud

Technologies: Dataloader CLI, Manufactring, Packaging solutions

Ready to write your success story?

See how LevelShift can help your business overcome challenges, streamline operations, and unlock growth just like our clients did.

Contact us