About the Client
A leading North American beverage company with a diverse portfolio of brands. As part of their product lifecycle, the company maintains detailed packaging recipes in Salesforce including specifications such as container types, dimensions, materials, and related product metadata.
Business Challenges
- Existing assembly structures lacked flexibility: The Salesforce environment did not support a dedicated classification for Primary Assemblies, making it difficult to distinguish them from other assembly types within operational processes clearly
- Limited visibility into packaging specifications: Packaging information, finished goods data, and related assembly records were connected inconsistently, reducing traceability and making packaging validation more difficult
- User experience was not optimized for assembly management: Existing page layouts and workflows were not tailored to different assembly types, resulting in cluttered interfaces and inefficient data entry for business users
- Packaging visuals and documentation were difficult to manage: Images and supporting documents related to packaging and containers were not centrally organized, limiting accessibility for quality control and operational teams
- Security and access controls required refinement: User permissions and field visibility needed to be reviewed to ensure that sensitive packaging and assembly information remained accessible only to the appropriate teams
What We Did
- Assessed the existing Salesforce environment: Conducted a detailed review of the client’s Salesforce org, including custom objects for Assemblies, Packaging, Finished Goods, and Files, to identify limitations in assembly tracking and documentation processes
- Introduced a new Primary Assembly record type: Added a dedicated record type within the Assemblies object to clearly separate Primary Assemblies from other assembly categories while preserving existing workflows and system stability
- Customized Lightning pages and layouts: Configured role-specific page layouts and Lightning record pages tailored to the new assembly structure, improving usability and simplifying data management for end users
- Enhanced the Salesforce data model: Updated object relationships between Assemblies, Packaging, and Finished Goods to improve traceability, maintain data consistency, and support structured operational workflows
- Strengthened data quality controls: Added custom fields and validation rules to enforce standardized data entry and improve the accuracy of packaging and assembly information
- Optimized file and image management: Leveraged Salesforce Files to centralize storage and access for packaging images and related documents, enabling teams to visually validate packaging specifications directly from related records
- Refined security and access management: Reviewed and updated profiles, permission sets, and field-level security to ensure controlled visibility and compliance across packaging and assembly data
Value Delivered
- Seamless enhancement of the existing Salesforce org: The new Primary Assembly functionality was introduced without disrupting existing workflows, allowing teams to continue operations with minimal change management effort.
- Clearer assembly classification and improved data structure: Dedicated assembly categorization and enhanced object relationships improved traceability and simplified management of packaging and finished goods data.
- Improved user experience and operational efficiency: Customized Lightning pages and streamlined workflows reduced complexity for users and improved day-to-day productivity.
- Centralized access to packaging visuals and documentation: Teams can now easily access packaging images and supporting documents from a single location, improving quality control and collaboration across departments.
- Faster product setup and stronger collaboration: Improved visibility into packaging specifications and assembly data enabled better coordination between packaging, manufacturing, and product teams, accelerating product-related processes.