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How CSL Automated Quote and Case Lifecycle Management for a Manufacturing Company
Cloud Science Labs implemented Salesforce Sales Cloud automation to streamline Quote and Case lifecycle management for a manufacturing company specializing in industrial sealing solutions.
About the Project
Cloud Science Labs implemented Salesforce Sales Cloud automation, including timer-driven business logic, automated Quote and Case lifecycle management, currency conversion, and validation enhancements, for a manufacturing company specializing in industrial sealing solutions.
The solution automated Quote and Case management end-to-end, with self-managing timers to track quote aging, automatic closure of stale opportunities, accurate multi-currency deal values, and improved quote validation. This reduced manual oversight, eliminated inconsistent lifecycle management, and improved the reliability of revenue reporting.
Industry:
Manufacturing
Project:
Salesforce Quote & Case Lifecycle Automation
About the Client
A manufacturing company specializing in industrial sealing solutions, producing Finished and Semi-Finished sealing products for clients across multiple industries.
The Challenge
The client's sales and case management teams relied heavily on manual processes to monitor how long Quotes remained active after a Sales Representative confirmed them and the corresponding Case was sent.
Without automated aging controls, stale Quotes could remain open indefinitely, while Cases lacked a consistent mechanism for determining when they should be closed and their associated Quotes marked as Closed Lost.
The process was further complicated by two different Quote Types - Finished and Semi-Finished - each requiring different aging thresholds of 45 and 30 days respectively. Cases could also contain multiple Quote Types simultaneously, requiring independent timers to operate without conflicting with one another.
In addition, a Lightning Component issue was preventing certain certificate product Quotes from closing correctly, while Closed Won Quote values were not consistently reflecting the appropriate currency conversion, resulting in discrepancies in revenue reporting.
The Salesforce Solution
Cloud Science Labs (CSL) designed and delivered an automated Salesforce solution across the client's Quote and Case lifecycle.
A timer-driven automation framework was configured to begin when a Quote reached Sales Rep Confirmed status and its linked Case reached Sent status. The automation could reset when a Quote was edited on the same day without a status change, ensuring that the aging logic remained aligned with business activity.
Different aging rules were implemented for each Quote Type:
Semi-Finished Quotes: Automatically closed after 30 days
Finished Quotes: Automatically closed after 45 days
Multiple Quote Types: Independent timers could operate simultaneously on the same Case
Active Quote Protection: Cases were prevented from being automatically closed while at least one associated Quote remained active
CSL also resolved the Lightning Component validation issue affecting certificate product Quotes, allowing them to close correctly without compromising the validation requirements for Finished Product Quotes.
Currency conversion logic was implemented so that Closed Won Quote amounts accurately reflected their assigned currency, improving the reliability of sales and revenue reporting.
The engagement also included regression testing, bug resolution, a structured 3-day UAT cycle, user and administrator documentation, training sessions, and a coordinated production deployment.
Technology used: Salesforce Sales Cloud, Salesforce Flow, Scheduled/Declarative Automation, Lightning Components, Salesforce Platform
The Result
The manufacturing company now has an automated and self-managing Quote and Case lifecycle based on clearly defined business rules.
Stale Quotes are automatically identified and closed based on their Quote Type, while Cases are protected from premature closure when active Quotes remain. This eliminated significant manual monitoring and provided sales and operations teams with a more consistent and reliable deal-management process.
Certificate product Quotes can now be closed without compromising existing validation requirements, while Closed Won Quote values accurately reflect currency-converted amounts, providing more trustworthy revenue reporting.
The result is a cleaner, more reliable, and better-documented Salesforce environment that supports ongoing administration and scalable sales operations.
Quick Answers
Can Salesforce automate Quote and Case lifecycle management?
Yes. CSL implemented automated Quote aging, Case lifecycle management, validation logic, and currency conversion within Salesforce Sales Cloud.
What results did the Salesforce solution deliver?
The solution reduced manual monitoring, automated stale Quote closure, improved Case management, resolved Quote validation issues, and increased the accuracy of multi-currency revenue reporting.
Which Salesforce technologies were used?
Salesforce Sales Cloud, Salesforce Flow, Scheduled/Declarative Automation, Lightning Components, and Salesforce Platform.
Ready to Do the Same?
If your sales teams are spending too much time manually monitoring Quotes, Cases, or deal lifecycles, Cloud Science Labs can help you automate these processes with Salesforce.
Book a free Salesforce assessment: digital@cloudsciencelabs.com