STREAMLINED CUSTOMER ONBOARDING WITH SALESFORCE
OVERVIEW
A large retail distributor needed a faster, more accurate way to onboard new customers from their website. Manual processing of applications was time-consuming and prone to duplicates. We implemented a system that automated data capture, account creation, and duplicate detection, improving efficiency and data accuracy.
THE CHALLENGE
New customer applications came through the client’s website and the data was manually entered into Salesforce. This process required staff to review and create accounts from scratch, with a high risk of duplicate records and incomplete information. The client needed a solution to streamline the workflow and ensure accurate, compliant onboarding.
OUR SOLUTION
We developed an automated customer onboarding workflow that parses incoming emails and populates a Salesforce account record. The system performs duplicate checks on account name, primary email, and phone number, flagging potential duplicates for staff review. Reviewers can then approve accounts, request additional information, and issue official account numbers. This process reduced manual data entry, minimized duplicate accounts, and accelerated customer onboarding.
KEY FEATURES
• Automated parsing of incoming email applications
• Account creation in Salesforce with pre-populated data
• Duplicate detection based on name, email, and phone number
• Staff review workflow for approval or additional info requests
GLOBAL IMPACT/RESULTS
• Accelerated onboarding of new customers
• Reduced errors and duplicate accounts
• Streamlined staff workflow, saving significant administrative time
• Improved accuracy and compliance in account creation
TECHNOLOGIES & SERVICES
Salesforce Apex classes — custom logic for parsing and duplicate checking
Email service — allows processing of inbound emails to run custom logic
Custom metadata services — manage mapping of form values and salesforce fields
Duplicate detection logic — flags potential duplicates for review
CONCLUSION
The automated onboarding solution improved efficiency, accuracy, and compliance for new customer accounts. By reducing manual processing and preventing duplicates, the client is better positioned to scale operations and provide a smooth onboarding experience for new customers.