Introduction:
Our customer is one of the leading advanced water treatment offering the copper-silver ionization system. They offer an expert water sampling service carried by their water engineers combined with a management service using cloud-based water management service.
With such advanced, proven technology they are committed to revolutionizing the water treatment industry to create a sustainable water treatment service committed to great customer service.
Challenges:
They are using Salesforce CRM for updating and monitoring the records. They want to integrate the test values which are taken on the same date and group it as one sample result.
- Their engineers take 2 or 3 water samples on the same day with different timings at the same location and get their test score, then the score should be grouped as one in salesforce when it matches its criteria.
- When the scores are 0.00 for three test samples on the same day then it should be classed as pass and created as one record.
- If the values are above 0.00 then it should be classed as fail. Suppose if they get two test score as 0.00 and one score 20.000 then it is considered as fail.
- The case should close only after 3 positive results .As it closing after 2 results in the system.
- They couldn’t predict the filter quality with the test scores.
Solutions:
- When 4-5 samples taken at time intervals on the same day, those values will be taken into consideration as one record.
- Escalate case close when the passed count has three continues zero on different date and time.
- If any record in the sample has the values greater than zero then it is considered as negative value in that group.
- Any negative values in between continuous sample test on the same date and time then it also resets the passed count has zero. Again samples are taken, after three continuous positive values it will change the case to close.
- Integrating with an XML file an E-Mail is sent to Salesforce and then the record is inserted as sample.
Project Details
- Category: Sales Cloud
- Client: Vesium
- Location: UNITED KINGDOM
- Year Of Complited: 2022