SFDC Lightning Migration with Automation
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Case Study SFDC Lightning Migration with Automation About the Client Industry Save A Lot Food Stores Ltd. is an American discount supermarket chain store headquartered in St. Ann, Missouri, in Greater St. Louis. It is a subsidiary of Onex Corporation and has about 1,300 stores across 36 states in the United States with over $4 billion in annual sales. Stores carry most grocery products, with an assortment of fresh canned and frozen produce, meat, meal products, household items and everyday groceries. Save A Lot grocery stores sell national brands and private label brands at a discounted price. A typical Save A Lot grocery store is 15,000 square feet. Grocery Retail ©2022 Jade Global Inc. All rights reserved - Kenneth McGrath, CEO “ ” The agreement with our lenders is an important step in securing Save A Lot’s long-term success. Save A Lot TM
Transcript of SFDC Lightning Migration with Automation
Case Study
SFDC Lightning Migration with Automation
About the Client
Industry
Save A Lot Food Stores Ltd. is an American discount supermarket chain
store headquartered in St. Ann, Missouri, in Greater St. Louis. It is a
subsidiary of Onex Corporation and has about 1,300 stores across 36
states in the United States with over $4 billion in annual sales. Stores
carry most grocery products, with an assortment of fresh canned and
frozen produce, meat, meal products, household items and everyday
groceries. Save A Lot grocery stores sell national brands and private label
brands at a discounted price. A typical Save A Lot grocery store is 15,000
square feet.
Grocery Retail
©2022 Jade Global Inc. All rights reserved
- Kenneth McGrath, CEO
“”
The agreement with our lenders is an important step in securing Save A Lot’s long-term success.
Save A Lot
TM
Case Study
©2022 Jade Global Inc. All rights reserved
Products & Services
Salesforce Sales Cloud
Salesforce Lightning Experience
Business Requirements
Lift and shift of selected process from the
legacy system
New Business Design to map the New/Existing
store with Opportunity Retail Store Owner/
flipping corporate /flipping retail to retail
stores
Automated the Task creation for Lead status
wise movement and Customized Overdue
Tasks Daily Remainders
Complex Reports to meet the Business
requirements which help the company to
scale and grow
SSO Configuration with Delegated
Authentication
Salesforce Mobile App Configuration
Web to Lead Automation
UI Configurations
Project Scope and Improving Current Processes
Implement a fast, lift and shift, Salesforce.com Sales Cloud CRM solution, with an Out of the Box centric user
experience, with prioritized data to initiate a CRM spinoff
After Lift and Shift configured the Automation required for Tasks creation with a status change in Lead and
Opportunity as per Business requirement. Auto Mapping the lead With Opportunity while Conversion.
Automating the creation of Store Object as Business involves in Setup a new store or flipping the store and
updating the Stores with the Flipped New Owner Contacts
Save A Lot
Preparing a Business Solution for Future Growth
Save a lot is a fast-growing company that wanted to optimize its sales process. In a manner that
accommodated Save a lot rapid growth
They required an implementation from a partner who could ensure these needs were met. Optimization
needed to occur at a swift, yet effective pace
The Solution: Salesforce.com Sales Cloud Optimization
Jade Global analyzed Save a lot’s existing business processes and designed/architected solutions for
processes for Sales Cloud implementation. Jade Global offered a unique deployment strategy by using the
ANT migration tool in Salesforce
Case Study
©2022 Jade Global Inc. All rights reserved
Business Benefits
Lightning Migration program provides rich user
experience, business value-add features and
Salesforce product roadmap alignment. The
technology rollout migrates existing Salesforce
Classic to Salesforce Lightning Platform for all
its users, which drives Sales productivity
through visualization, insights, and new
productivity features
The new interface is modern, efficient, and
smart. All Salesforce users have a consistent
experience across required devices – desktop
and mobile. Relevant information is surfaced for
each screen, streamlining processes and
making workflows more intuitive
Secure and light-weight UI experience for Users
Faster time-to-market, as development and
delivering applications, is faster with the
Lightning Platform
Time Saving for Product owners with Lightning
Experience which heavily relies on Reports and
Dashboards
Increase Sales Team Productivity with Home
features and Activity timelines
Better visual reporting, Dashboard and
forecasting with Lightning
Solutions
Created an Automated task for each status on lead object and Customized Daily Remainders for over Due tasks to Users
Performed Automations like (Web to Lead, Auto Assignment Rules and Auto-Response Rules) when certain actions are
created
Proposed a cost-effective solution for heat maps
Enabled out of the box functionality Bulk Email
As part of data migration and cleansing, Analysed, and identified the data as per the business process
Provided Report metrics such that it improves the companies productivity
Save A Lot
Address Production Org. Challenges
Jade Global helped Save a Lot to manage Data Migration from their legacy Salesforce system
Identify all standard Salesforce objects – Campaigns, Leads, Accounts, Opportunities, Tasks and Attachments as
per Save-a-Lot guidance and filter criteria for export
Identify all record types and picklist fields with associated values that need to be configured in the new
Salesforce instance
Prepare Source to target data mappings for data migration
Case Study
Jade Global provides enterprise business application implementations, integrations, software product engineering, cloud services, technology advisory, testing, and managed
Jade Global is an Oracle Platinum Cloud Select services across diverse industries. We are head quartered in San Jose, California with U.S. offices in Philadelphia and Los Angeles. partner, Salesforce Crest Partner, ServiceNow Silver partner, Boomi Elite Partner, Snowflake Select and Microsoft Gold partner. We have additional strategic partnerships with
NetSuite and AWS. Jade Global has been recognized as one of the fastest-growing companies in North America by Inc. 5000 and was featured on the Fastest Growing Private
Companies list in the Silicon Valley Business Journal.
San Jose | Philadelphia | Toronto | Vienna | Pune | Hyderabad
www.jadeglobal.com [email protected] ©2022 Jade Global Inc. All rights reserved
About Jade Global
Salesforce Lightning Experience
Save A Lot
Jade Global analyzed save a lot’s existing business flow and page designs and came up with the
solution for implementing various Salesforce Lightning features. Outlined below are the Salesforce
Lightning Features implemented by Jade for Save a Lot:
Lightning Sales Cloud
Record Pages and Compact Layouts
SSO Configuration
Mobile Accessible
Sales Process and Lead Process
Reports and Home Page UI
