Overview
Witness how Salesforce Lightning services implementation revolutionized product selling and quantity management for Cloud Force Gurus
What You Need To Know
CFG sought to transform its product tracking and opportunity management with a tailor-made solution that can bring classic functionality into the Lightning era.
Why It Matters
This Salesforce Lightning implementation doesn’t just help in tracking products, it empowers businesses to respond swiftly to changing opportunity landscapes.
What HIC Did
HIC built a custom Lightning component to add and edit opportunity products, enabling precise tracking of sales, quantities, and timelines while introducing the ability to modify end dates.
Overview
Witness how Salesforce Lightning services implementation revolutionized product selling and quantity management for Cloud Force Gurus
What You Need To Know
CFG sought to transform its product tracking and opportunity management with a tailor-made solution that can bring classic functionality into the Lightning era.
Why It Matters
This Salesforce Lightning implementation doesn’t just help in tracking products, it empowers businesses to respond swiftly to changing opportunity landscapes.
What HIC Did
HIC built a custom Lightning component to add and edit opportunity products, enabling precise tracking of sales, quantities, and timelines while introducing the ability to modify end dates.
About The Company
CFG is a leading Revenue Operations, Salesforce, and Cloud consulting
company. Its team is passionate about providing the best in class consulting for revenue, growth, sales, finance, and customer success organizations.
They have the technical skills and senior-level leadership experience to deliver the best solutions and services for our clients.
They are constantly improving the quality of their products by exploring innovative ideas and new techniques. CFGs main goal is to boost revenue and increase LTV. More closed deals for sales, pipeline growth from marketing, and reducing churn for customer success.
About The Company
CFG is a leading Revenue Operations, Salesforce, and Cloud consulting
company. Its team is passionate about providing the best in class consulting for revenue, growth, sales, finance, and customer success organizations.
They have the technical skills and senior-level leadership experience to deliver the best solutions and services for our clients.
They are constantly improving the quality of their products by exploring innovative ideas and new techniques. CFGs main goal is to boost revenue and increase LTV. More closed deals for sales, pipeline growth from marketing, and reducing churn for customer success.
Challenges Faced
While modernizing their product management and opportunity tracking efforts in Salesforce CRM, CFG faced hurdles such as
Limited Lightning Functionality
Needed to recreate the “Add Multiple Products to an Opportunity” feature from Salesforce Classic in Lightning Experience.
Lack of End Date Concept
The native Salesforce solution didn’t include an end date for opportunity products, limiting synchronization with revenue/quantity schedules.
Inefficient Product Tracking
Difficulty in accurately tracking product sales, quantities, and timelines within opportunities.
Inflexible Opportunity Management
Inability to easily adjust product details and end dates as opportunities evolved.
Challenges Faced
While modernizing their product management and opportunity tracking efforts in Salesforce CRM, CFG faced hurdles such as
Limited Lightning Functionality
Needed to recreate the “Add Multiple Products to an Opportunity” feature from Salesforce Classic in Lightning Experience.
Lack of End Date Concept
The native Salesforce solution didn’t include an end date for opportunity products, limiting synchronization with revenue/quantity schedules.
Inefficient Product Tracking
Difficulty in accurately tracking product sales, quantities, and timelines within opportunities.
Inflexible Opportunity Management
Inability to easily adjust product details and end dates as opportunities evolved.
Challenges Faced
While modernizing their product management and opportunity tracking efforts in Salesforce CRM, CFG faced hurdles such as
They were facing issues with
- Limited Lightning Functionality
- Lack of End Date Concept
- Inefficient Product Tracking
- Inflexible Opportunity Management
Needed to recreate the “Add Multiple Products to an Opportunity” feature from Salesforce Classic in Lightning Experience.
The native Salesforce solution didn’t include an end date for opportunity products, limiting synchronization with revenue/quantity schedules.
Difficulty in accurately tracking product sales, quantities, and timelines within opportunities.
Inability to easily adjust product details and end dates as opportunities evolved.
Solutions Offered
To help the users track what’s selling, when, and in what quantity by adding products to opportunities, HIC leveraged its Salesforce Lightning Services for Cloud Force Gurus
Custom Lightning Component Development
Created a component to add and edit opportunity products, mirroring Classic functionality in Lightning Experience.
New Features Implementation for Product Tracking:
Implemented features to monitor product sales, quantities, and timelines within opportunities.
New Functionality Creation
Incorporated an end date field on the Opportunity Product object to align with revenue/quantity schedules.
Flexible Editing Capabilities
Enabled users to easily update quantities, prices, and end dates of products within opportunities.
Solutions Offered
To help the users track what’s selling, when, and in what quantity by adding products to opportunities, HIC leveraged its Salesforce Lightning Services for Cloud Force Gurus
Custom Lightning Component Development
Created a component to add and edit opportunity products, mirroring Classic functionality in Lightning Experience.
New Features Implementation for Product Tracking:
Implemented features to monitor product sales, quantities, and timelines within opportunities.
New Functionality Creation
Incorporated an end date field on the Opportunity Product object to align with revenue/quantity schedules.
Flexible Editing Capabilities
Enabled users to easily update quantities, prices, and end dates of products within opportunities.
Solutions Offered
To help the users track what’s selling, when, and in what quantity by adding products to opportunities, HIC leveraged its Salesforce Lightning Services for Cloud Force Gurus
The solutions which we offered to them
- Custom Lightning Component Development
- New Features Implementation for Product Tracking:
- New Functionality Creation
- Flexible Editing Capabilities
Created a component to add and edit opportunity products, mirroring Classic functionality in Lightning Experience.
Implemented features to monitor product sales, quantities, and timelines within opportunities.
Incorporated an end date field on the Opportunity Product object to align with revenue/quantity schedules.
Enabled users to easily update quantities, prices, and end dates of products within opportunities.
India 
USA
UK
Canada