STREAMLINING COMPLEX DATA UPDATES FOR WORKPLACE LEARNING
OVERVIEW
A global employee learning program supporting 1M+ fulfillment center employees required a major update to tuition and benefit data. Employees participate in a variety of educational opportunities, including basic skills courses, job-specific training, professional certifications, and college degrees. Ensuring accurate budget allocations across all programs was critical to maintain fairness, compliance, and timely reimbursement. The project enabled the program to execute complex data updates efficiently while ensuring employees received the correct benefits.
THE CHALLENGE
Updating employee tuition and program benefit data was highly complex. Millions of records needed to be updated in a precise sequence to ensure accuracy. Even minor errors could result in employees receiving incorrect reimbursement amounts or delayed access to their learning programs. Additionally, the program spanned multiple learning pathways with different eligibility rules and reimbursement limits, requiring careful coordination and validation.
OUR SOLUTION
We implemented a structured, phased approach to update all program budget and benefit data accurately:
• Designed a precise update sequence to maintain data integrity across all learning pathways.
• Developed Apex and Batch Apex processes to handle large-scale, automated updates efficiently.
• Validated all employee records using automated scripts and Salesforce Data Loader to ensure accuracy.
• Configured Custom Metadata and Settings to manage eligibility rules, reimbursement limits, and program configurations.
• Leveraged Email Templates to notify employees of updates to their benefits and confirm successful processing.
This approach allowed the program team to execute updates safely and efficiently, ensuring employees received accurate reimbursements and program data remained reliable.
KEY FEATURES
- • Sequenced, error-free budget and benefit updates
• Automated processing of millions of employee records
• Validation checks for all learning pathways and reimbursement rules
• Flexible configuration for eligibility and program settings
• Automated employee notifications via email
GLOBAL IMPACT/RESULTS
- • Achieved 100% accuracy in program budget updates
• Reduced manual data correction time by 70%
• Ensured timely reimbursement and fair access to educational programs for employees worldwide
• Improved operational efficiency, allowing the team to focus on program growth and engagement
TECHNOLOGIES & SERVICES
Salesforce Lightning Web Components — program interfaces for budget updates
Salesforce Apex — implementing business logic for complex budget calculations
Salesforce Batch Apex — large-scale employee data updates
Custom Metadata and Settings — managing program configurations
Email Templates — notifying employees of updated benefits
Salesforce Data Loader — automated updates and validation of employee records
CONCLUSION
This project ensured that employees worldwide received accurate tuition reimbursements and benefits, while the program team gained a reliable, scalable process for managing future updates. Accurate data and streamlined workflows improved employee satisfaction and positioned the learning program for long-term growth.