- [Jessica] Hi and thank you for joining us
for another Q&A Friday.
A regular series where we chat about issues
facing manufacturing companies
in the new world of industry of Industry 4.0.
I'm Jessica Vodden a team member
here at Mountain Point,
and I'm joined by Billy Weisgerber,
our Senior Solutions Architect.
Hey Billy.
- [ Billy] Hey Jess.
- [Jessica] So you're showing us
a pretty interesting demo today,
we're gonna go through an example
of a Salesforce Community,
and how one of our clients is using it
to streamline their customer service process
and give their customers greater insight
into the status of their orders,
the availability of the stock,
and be able to download pertinent documents
like invoices, or packing slips.
Which I think could be very useful
for a lot of different manufacturers who have
to shuffle a lot of paperwork on behalf
of their customers.
So yeah, I'd like to just turn it over to you,
and let you show us what you've built.
- [Billy] Yup, so kinda like what you said,
a lot of times manufacturers like to see
ERP data inside their own Salesforce org.
But they also like to be able to share it out
to their customers so that they can easily access,
and see what the status of their orders are.
Domtar took it an extra step and
made stock be available to them.
And so here you can see on their community
they have some useful links that users can access,
along with news and information.
But if I go to the stock check area,
they can actually search by item code
and quantity if they want to.
And so I'm just gonna go ahead
and show an example of that.
And so one thing that's big for Domtar is
that they actually depend on the location,
so that's why I have country, city and state
filled out because they have different
distribution centers and they wanna make sure
that they capture the best stock available
for them, closest to them.
So when I put in 1210 here,
we're gonna go ahead and click submit.
And it's gonna call out to their ERP system
and then we'll get a response back
of the available stock within their ERP system
based off of that item code.
So there's quite a few, 4960, that's a lot.
But it also gives the customer some information
that's beneficial for them to know.
So weight, even the carton and pallet weight.
And then they also are working
currently on the list price,
'cause we are in sandbox right now.
But we also included a capability to show
a brand image based off of
what's associated to that product
so that there is some
branding going alongside of this.
The other side of it is that they have
a capability to search by product attribute.
And so based off of that stock check response
that we got, users can actually search through
the products that are in Salesforce.
And you know, based off of certain attributes,
and then select multiple products within one
and do a stock check based off of that as well.
So here I could select maybe two products,
click stock check,
and it'll do a call out,
and then I should get a response back
of the different inventory amounts
for these two products.
- [Jessica] Great.
One of the things that I think is really neat,
and I know just from working with various finance
offices is that so often customers do call for
some of that backup documentation.
So a packing slip or an invoice,
they could actually check that on
this system as well by checking
on their current orders, right?
- [Billy] Yup.
So we have another lightning component
out there that allows the users to search their orders.
So here you can see, this actually shows the 10
most recent orders for the company
that they might be associated to.
And you can see they have
an order confirmation button
that allows them to view the order acknowledgement,
and they can also choose to have
it be emailed to them,
or they can download it themselves.
Along with, here in these columns
where it says packing list and invoice,
if they click that, again it will do a
call out to where they currently store
these documents, and have the same capabilities
as the order confirmation
and where they can either have it emailed
to them or download it.
The only thing that's different for them
is that for the POD request
that actually sends an email
to their support team requesting for
that document because it's stored somewhere else.
So they will handle that and send it
to the customer once they are able to
get those documents.
- [Jessica] That's awesome.
So it seems like a very practical solution
for a lot of different types of companies.
Anything else you wanna show us Billy,
before we sign off for today?
- [Billy] Just a lot of times it helps
when someone can get a quick answer
from a community or a portal like this,
where they can see the status, it's very beneficial
and helps ease the workload off
of internal resources so that they can
address more important issues
that may not be as easily accessible.
- [Jessica] Absolutely.
Well thanks again for taking time to talk to me.
And for those of you out there listening,
please let us know if you have any follow-up questions,
or if there's a question, or a problem that you'd
like for us to address on
a future Q&A Friday episode,
you can hit us up on
our social media pages, you can email us,
you can find information on our website,
we're always really eager to hear from you guys.
So thanks again and happy Friday.
- [Billy] Happy Friday.
(Inspirational music)