The Challenge: Time-Consuming Product Setup
In the standard Salesforce process, creating a product and adding it to the Standard Price Book or other custom price books involves several steps, often spanning 4-5 screens. This multi-step process slows down user productivity, especially when dealing with country-specific price books or differentiating between billable and non-billable products. As the number of products and price books increases, this inefficiency becomes even more apparent.
The Solution: Custom LWC for Unified Product and Pricebook Setup
To address the challenge, we designed a bespoke Lightning Web Component (LWC) that consolidates the entire workflow into a single screen, allowing users to:
- Create new products quickly and efficiently.
- Assign products to various price books (including the Standard Price Book and country-specific price books).
- Distinguish between billable and non-billable products for different scenarios.
By streamlining this process, users can now manage products and price books with significantly fewer clicks, improving overall efficiency and ensuring a more seamless experience.
Key Features of the Custom Solution
- Single-screen interface : Users can create a product and add it to price books from a unified interface, eliminating the need to navigate through multiple screens.
- Product categorization : The interface includes options for differentiating products as billable or non-billable, making it easier to manage various product types.
- Price book association : Assign products to multiple price books, including regional or country-specific price books, from the same screen.
- Fewer clicks, faster setup : The overall process has been reduced to a single step, cutting down the number of clicks and the time required to set up products.
Action Taken
Our custom LWC solution transforms the product and price book setup process from a complex, multi-step task into a user-friendly, efficient workflow. Here are the key steps we took to implement the solution:
- Requirements gathering : We collaborated closely with business users to understand their pain points in the existing process.
- LWC design and development : The custom LWC was developed to combine product creation and price book assignment into one seamless interface.
- Testing and feedback : Following development, we tested the solution with end-users to ensure it met their expectations and refined it based on their feedback.
- Deployment and training : The final solution was deployed, and users were trained on how to use the new interface, further improving adoption.
End to end process flow:
Seamless journey for user after implementation:
Benefits of Enhanced of the custom solution
- Enhanced Efficiency : By reducing the number of screens and clicks, users save valuable time during the product creation process.
- Improved user experience : The simplified interface allows users to complete tasks faster, without losing focus or context.
- Scalability : The solution is flexible enough to handle more products and price books as the business grows.
- Consistency : Standardising the setup process reduces errors and ensures consistent data entry across the platform.
Conclusion
Our custom LWC solution transforms the way products and price books are managed in Salesforce, making the process faster, easier, and more efficient. By eliminating unnecessary steps, we’ve enabled users to focus on what matters most—growing the business, not getting bogged down by administrative tasks. This approach not only enhances user productivity but also ensures that product setup is done accurately and consistently.
This blog showcases how innovative customisations in Salesforce can significantly improve user experience and operational efficiency.
Ready to elevate your customer experience with a seamless Salesforce solution? Get in touch with us today at info@bajajtechnologyservices.com or visit www.bajajtechnologyservices.com and discover how we can help unlock the full potential of your business!
