Real-Time Salesforce Use Cases

Real-Time Salesforce Use Cases. Business solution Demo.

Agenda. Business Pain Points Use Case 1: Send Branch Brochure from Lead Use Case 2: Generating on Enhanced PDF Demo Overview.

Use Case 1 – Business Requirement Send Branch Brochure from Lead.

Use Case 1 – Business Pain Points. Problems Faced by the sales User Sales users should manually search brochures. Wrong brochure sent to customers. Branch mapping is not validated. Time-consuming and error-prone..

Use Case 1 – Salesforce Solution. Created a Button on Lead record. Auto-detect Branch and Fetch correct brochure. Send email automatically..

Use Case 1 – Business Benefits. Eliminates Manual Errors. Data Accuracy & Validation Increased Sales Productivity Reduced Operational Risk Scalable & Future-Ready.

Use Case 2 – Business Requirement Generating Drawing PDFs Automatically in Salesforce.

Use Case 2 – Business Pain Points. Problems Faced by the end user. Manual creation of drawing PDFs is time-consuming and error-prone Data spread across multiple related objects (DNLI, Dimensions, Images) Users need a simple one-click option to generate PDFs.

Use Case 2 – Salesforce Solution. Created a Generate PDF Button on Drawing Number record. Fetch data dynamically From multiple Objects. PDF generated with drawings and Dimensions..

Use Case 2 – Business Benefits. One-click PDF generation. No manual formatting required Scalable for future changes.

Thank you.