At a glance
- Industry
- Manufacturing
- Platforms
- Salesforce Sales Cloud, Salesforce Field Service
- Service
- Implementation
- Results
- 40+ divisions supported
The challenge
Technicians could select inventory from every territory, there was no clean way to handle defective products or transfers in the field, and mobile case creation required error-prone manual entry.
What we did
- Three streamlined Field Service mobile flows kept to three or four fields for usability
- Territory-based sharing so techs only view and consume their assigned inventory
- A unified transfer flow for moving stock between territories or to a quality warehouse
- Automated case creation that populates account, site, and territory data from the work order
The results
The company deployed mobile flows for consumption, transfers, and case creation, enforced territory-based inventory visibility, and validated the solution against its ERP before a piloted rollout.
There’s that quick win you wanted — that’s huge.
Client, Manufacturing
Does this sound like your team?
- Technicians can pick stock from any territory on their phone, so inventory counts drift and nobody can tell which territory is short.
- Defective units and stock transfers are handled by phone call or email because the mobile app has no step for them.
- Creating a case in the field means typing account and site details by hand, and typos send cases to the wrong place.
Where we would start
Start with visibility rules: territory-based sharing so each technician sees only the inventory assigned to them. Then design a small number of mobile flows, each limited to a handful of fields, for consumption, transfers and case creation. Prefilling account, site and territory from the work order cuts entry errors. Because inventory also lives in your ERP, validate results against it and pilot with a group of technicians first.