STREAMLINING SALES ORDER PROCESSING WITH SALESFORCE AUTOMATION
OVERVIEW
A leading supplier of wholesale imprintable clothing and accessories needed a more efficient way to process incoming sales orders. Their manual system was slow, error-prone, and relied on staff entering orders into Salesforce individually. Fiduciary Tech implemented a Salesforce-based solution that automated order creation from emails, streamlined assignment, and improved order visibility—reducing manual effort and speeding up processing.
THE CHALLENGE
The client’s sales team received orders via email that had to be manually entered into Salesforce, creating delays and potential errors. With multiple distribution channels and occasional orders coming from external systems like QuickBooks and Netsuite, mapping emails to the correct accounts and contacts was complex.
OUR SOLUTION
We leveraged Salesforce’s native Email-to-Case functionality to automatically convert incoming order emails into cases. Custom logic ensured orders were correctly mapped to existing accounts and contacts, with unmatched orders routed to a general queue for manual assignment. A Visualforce-based custom page allowed sales reps to view available orders, accept assignments, and track status—centralizing operations and reducing manual steps.
KEY FEATURES
- • Automated creation of sales orders from incoming emails
• Custom mapping logic for external systems (e.g., QuickBooks, Netsuite)
• Centralized queue for order assignment and tracking
• Custom page for order visibility and acceptance by sales reps
GLOBAL IMPACT/RESULTS
- • Significantly reduced manual data entry and errors
• Faster order processing and improved team efficiency
• Clear visibility into incoming orders and ownership
• Scalable process for handling increasing email order volume
TECHNOLOGIES & SERVICES
Salesforce Email-to-Case — automatic case creation from email
Apex Classes — custom logic for mapping and assignment
Visualforce Page — order dashboard for sales reps
Queues & Groups — order routing and ownership management
CONCLUSION
By automating email-to-order processing, the client transformed a manual, error-prone workflow into a streamlined, scalable Salesforce solution. This project improved operational efficiency, empowered the sales team with better visibility, and positioned them to handle growing order volumes with minimal manual effort.