Salesforce Lightning services implementation to track and manage product selling and quantity with the changes in the end date of the opportunity product
65%
Efficiency of the team increased
95%
Automation reduced the workload
35%
Automation reduced the workload
Overview
From scattered records to a single automated flow
What You Need To Know
This Salesforce Lightning implementation doesn’t just help in tracking products, it empowers businesses to respond swiftly to changing opportunity landscapes.
Why It Matters
CFG sought to transform its product tracking and opportunity management with a tailor-made solution that can bring classic functionality into the Lightning era.
What HIC Did
HIC built a custom Lightning component to add and edit opportunity products, enabling precise tracking of sales, quantities, and timelines while introducing the ability to modify end dates.
Challenges Faced
Bottlenecks slowing every hand-off
Limited Lightning Functionality
Needed to recreate the “Add Multiple Products to an Opportunity” feature from Salesforce Classic in Lightning Experience.
Lack of End Date Concept
The native Salesforce solution didn’t include an end date for opportunity products, limiting synchronization with revenue/quantity schedules.
Inefficient Product Tracking
Difficulty in accurately tracking product sales, quantities, and timelines within opportunities.
Inflexible Opportunity Management
Inability to easily adjust product details and end dates as opportunities evolved.
About the Company
CFG is a leading Revenue Operations, Salesforce, and Cloud consulting
company. Its team is passionate about providing the best in class consulting for revenue, growth, sales, finance, and customer success organizations.
They have the technical skills and senior-level leadership experience to deliver the best solutions and services for our clients.
They are constantly improving the quality of their products by exploring innovative ideas and new techniques. CFGs main goal is to boost revenue and increase LTV. More closed deals for sales, pipeline growth from marketing, and reducing churn for customer success.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Custom Lightning Component Development
Created a component to add and edit opportunity products, mirroring Classic functionality in Lightning Experience.
New Features Implementation for Product Tracking:
Implemented features to monitor product sales, quantities, and timelines within opportunities.
New Functionality Creation
Incorporated an end date field on the Opportunity Product object to align with revenue/quantity schedules.
Flexible Editing Capabilities
Enabled users to easily update quantities, prices, and end dates of products within opportunities.
Related Customer Success Stories
78%
Better listing of products and price categories within the quote
