Case Study
Introduction
Our client, Renlty, a USA-based e-commerce platform, is dedicated to providing a seamless and efficient online shopping experience. The company focuses on optimizing key processes such as shipping cost calculations, account management, and order notifications, ensuring customer transparency and reliability. By integrating automation, real-time API connections, and secure authentication, Renlty enhances operational efficiency and minimizes errors.
The platform enables precise shipping estimates, seamless account switching, and instant product availability updates, improving customer satisfaction. Additionally, features like password less login and automated scheduling ensure security and convenience. Through continuous innovation, Renlty builds trust, streamlines operations, and fosters long-term customer loyalty.
Challenges
Navigating Shipping Calculation Complexity in E-commerce
Accurately determining shipping charges posed challenges due to multiple factors such as postal codes, total weight, and box configuration. Integrating the FedEx One Rate API required precise mapping of product weights to predefined box counts. Misconfigurations led to incorrect shipping estimates, impacting customer satisfaction. Ensuring valid postal codes and rounded box counts while managing these custom settings remained a significant operational hurdle.
Complexity in Configuring Account Switcher for E-Commerce Platforms
Implementing an account switcher feature in e-commerce platforms required careful management of permissions, external accounts, and secure order placements on behalf of other users. However, misconfigurations led to unauthorized access and operational inefficiencies, posing significant challenges for administrators.
Efficient Configuration of External Managed Accounts in Salesforce CRM
Setting up External Managed Accounts (EMAs) one by one in Salesforce CRM was not only time-consuming but also prone to mistakes. The standard component didn’t support configuring multiple EMAs at once or applying custom validations, making the whole process less efficient.
Managing Timely and Accurate Notifications for Waitlisted Products
Keeping customers informed when a waitlisted product became available was tricky, especially with multiple products and customer requests to manage at the same time. Ensuring notifications were sent out accurately and on time added to the challenge.
Implementing a Secure and Seamless Password less Login System for Order Confirmation
Setting up a smooth and secure password less login system was a challenge. It needed to redirect users to a new site through a secure access link on the Order Confirmation page while ensuring hassle-free email authentication and seamless integration with Salesforce’s standard password less login feature.
Solutions
Optimizing Shipping Cost Calculations with Automated FedEx One Rate Integration
We have implemented a robust custom configuration for FedEx One Rate to streamline the shipping charge calculation process. By automating the summation of product weights and rounding the required number of boxes, we ensured accuracy in shipping cost estimates. The real-time API integration validated postal codes and retrieved precise shipping services, improving operational efficiency. This solution ultimately enhanced customer trust and satisfaction through transparent and reliable shipping charges.
Secure and Efficient Account Switching for Seamless Order Management
We have configured a structured approach by assigning appropriate permission sets to internal users, creating external managed accounts with precise access controls, and integrating a user-friendly interface for account selection during checkout. This ensured secure and efficient order placements on behalf of authorized accounts, enhancing operational effectiveness and customer satisfaction.
Bulk Configuration of External Managed Accounts with Custom Validations
We have developed a custom Salesforce component that enables bulk configuration of EMAs and incorporated custom validations. This approach allowed users to select multiple accounts within the same hierarchy, apply necessary validations, and efficiently create EMAs, which enhanced productivity and reduced configuration errors.
Automated Waitlist Notifications for Improved Customer Engagement
We have implemented an automated notification system within Salesforce that triggers personalized emails to customers as soon as a waitlisted product becomes available. This system is integrated with the product's availability status and customer waitlist data, ensuring prompt and accurate communication.
Seamless and Secure Password less Login with Automated Scheduling
We have integrated Salesforce's password less login capabilities to authenticate users via email, allowing them to access the new site securely after scanning the QR code. The system was also integrated with Calendly to schedule installations based on agent availability. Automated processes directed users to the installation page when the order quantity exceeded a specified threshold.
Benefits
- Automated FedEx One Rate integration ensured precise cost estimates and real-time validation, boosting transparency and customer trust.
- Structured permission sets and external account controls enabled seamless order placements with enhanced security.
- A custom Salesforce component allowed multi-account selection with custom validations, improving efficiency and reducing errors.
- Personalized real-time emails kept customers informed, improving engagement and satisfaction.
- Email-based authentication and Calendly integration streamlined secure access and automated installation scheduling.
Results
- Enhanced shipping cost precision by 25% through automated FedEx One Rate integration and real-time validation.
- Increased order processing efficiency by 34% with secure account switching and structured permission management.
- Cut configuration errors by 29% using bulk EMA setup and custom validation within Salesforce.
- Improved customer engagement by 30% by automating personalized, real-time waitlist notifications.
- Accelerated user authentication and scheduling by 38% with password less login and seamless Calendly integration.