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This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Mass Edit (Bulk) Phone Line Detail Data Entry in Salesforce

/, System Customization/Mass Edit (Bulk) Phone Line Detail Data Entry in Salesforce
Mass Edit (Bulk) Phone Line Detail Data Entry in Salesforce 2017-06-06T19:20:05+00:00

Project Description

  • Industry:  Telecom, Cable, Internet provider

  • Technologies:  Salesforce.com, Sales Cloud, CRM

  • Project Partner:  Marco Seabra

  • Project Duration:  2-weeks

Problem

Our client is a leader in the Telecom/Cable industry.  When they acquired a new account, or an update to an existing account, that required entry of detail for more than 10 phone lines, the process was inefficient.  The Order Entry team would ask the Sales Rep to provide an Excel spreadsheet with the details.  The Salesforce Administrator would then import the information.  This process was faster for the Order Entry Rep who was saved from manually entering all of the data; yet, the process stalled because the Salesforce Administrator couldn’t import the information until the Excel spreadsheet was created.

Solution

We designed and implemented a custom Salesforce solution that allows the Order Entry Rep to create hundreds of records in a simple, three-step process. The solution prompts the Order Rep to…

  1. Enter the type of business line to be created (Business Phone Line, Hosted VoIP, PRI, SIP, Fax, Toll-Free, etc).
  2. Create a single record (row) with all the required details and features for the phone line.
  3. Enter the starting telephone number and how many cloned phone line details need to be created.

The Order Rep submits the form which automatically creates all phone line details.  This solution eliminates the need to create an Excel spreadsheet and the need to import any data.  An additional benefit is the availability of mass editing when lines of the account require feature changes.

Results

Alternetics helped the client by switching the paradigm from importing data to creating data right in Salesforce.  By creating the data in bulk, the client is able to control the process at the level of the Order Entry Rep and eliminate the need to create a spreadsheet and enlist Salesforce Administration to import the information.

Now, orders with even hundreds of phone line details can be processed in a matter of minutes instead of hours.  Efficiency is gained with fewer people involved which reduces cost and reduces both internal wait time as well as the time the customer waits for their new service.

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