Optimizing trigger logic for faster and more accurate sales processing

Optimizing trigger logic for faster and more accurate sales processing

Challenges

1- Multiple triggers on a single object causing confusion and inefficiencies.

2- Inaccurate sales tax calculations, leading to financial discrepancies.

3- Slow system performance due to inefficient trigger logic.

Solutions

1- Identified and resolved inefficiencies in trigger logic.

2- Customized tax calculation functionality based on location and tax rates.

3- Refactored code following Salesforce best practices to improve system performance.

Results

1- Reduced system response time by 50%, speeding up order processing.

2- Ensured accurate tax calculations, reducing errors and compliance issues.

3- Streamlined trigger logic, improving performance and reducing downtime.

Our client is a leading supplier of high-quality tiles sourced globally, serving a wide range of clients, including homeowners, designers, architects, and more. They offer a diverse selection of tiles for projects of all sizes and complexities across the country.

The client faced challenges in their Salesforce environment, particularly with inaccurate sales tax calculations and inefficient trigger logic. They sought a solution to streamline and optimize trigger processes, improve tax accuracy, and enhance overall system performance.

We conducted a comprehensive analysis of their Salesforce setup, identifying the bottlenecks caused by inefficient triggers. We refactored the trigger logic to follow Salesforce best practices, merging multiple triggers into one, and optimized the tax calculation system to ensure accuracy. This resulted in faster system performance, accurate tax assessments, and streamlined trigger processes.

Key Industry

- Retail

Key Pains

- Inaccurate tax calculations causing financial discrepancies.

- Inefficient trigger logic leading to poor system performance.

- Difficulty maintaining and debugging complex trigger code.

Product Mix

- Sales cloud

The outcome
  • The client struggled with inconsistencies in applying and computing sales tax, particularly due to the varying tax rates across different states. This led to financial discrepancies and customer dissatisfaction, as customers were being charged incorrect tax amounts.
  • The existing triggers were not optimized and caused significant performance issues. Multiple triggers were attached to a single object, which led to database contention, long transaction processing times, and overall sluggish system performance.
  • The complex and unorganized trigger code made it difficult to maintain and debug. The system was prone to errors, and the lack of a clear structure added unnecessary complexity to resolving issues.
  • We identified inefficiencies in the trigger logic and streamlined the process by merging multiple triggers on a single object into one. This reduced confusion, eliminated delays, and made the trigger logic more efficient, readable, and maintainable.
  • To address the issue of inaccurate tax calculations, we implemented an automated system that calculated taxes based on the customer’s location and prevailing tax rates. This ensured accuracy and compliance across different states and regions.
  • We reorganized the trigger logic using Salesforce best practices, reducing redundant code and optimizing query execution. This not only improved system performance but also made it easier to maintain and debug the triggers in the future.

Improved Accuracy in Tax Calculations

By automating the tax calculation process, the client saw a significant reduction in errors, ensuring accurate tax assessments on all sales orders. This improved compliance and reduced customer disputes.

Enhanced Customer Satisfaction

With more accurate tax calculations, customers faced fewer issues with overcharging or discrepancies, leading to an increase in customer satisfaction. This also helped the client build trust and maintain stronger relationships with their customers.

Performance Boost

Refactoring the trigger logic resulted in a 50% improvement in system response time. Order processing times were drastically reduced, enhancing the efficiency of sales and inventory management.

Reduced Downtime

The streamlined trigger processes minimized system downtime, improving overall system reliability and stability. This allowed the client to operate more efficiently, without frequent delays or system errors.

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