Axolt Product Roadmap

Project Goal
The goal of the Multi Serial Number Pick Screen is to enable users to efficiently pick up to 500 serial numbers at once, eliminating the need to select them individually. This functionality is designed to significantly reduce user effort and expedite the process of handling large volumes of serial numbers during inbound and stock transfer operations.

Current Situation
Currently, users have the flexibility to use the single serial number pick option when dealing with a smaller quantity of serial numbers. However, for scenarios involving a large number of serial numbers, they can switch to the Multi Serial Number Pick Screen, which streamlines the process and enhances productivity.

Planned Features and Improvements
Serial Number Range Filter: Add a feature that allows users to input a range of serial numbers (e.g., by starting and ending values) to automatically select all applicable serial numbers within that range, further simplifying bulk selection and reducing manual input.

Availability
The "Multi Serial Number Pick Screen" is fully available and integrated into both the Outbound Logistics and Stock Transfer screens, providing users with robust options for serial number management.
 

Goal of the Project

Enhance logistics in AgentForce by automating shipment creation, carrier selection, and tracking updates based on predefined rules.

Current Situation

Implemented automatic shipment creation and rate fetching in AgentForce.
All logistics integrations rate fetching are fully functional.
Handling of return shipments is in progress.

Planned Features and Improvements

Real-Time Rate Optimization: Dynamically select the most cost-effective carrier for shipments.
AI-Based ETA Prediction: Use machine learning to estimate accurate delivery timelines.
Custom Shipping Rules: Allow users to define shipping conditions based on weight, region, and urgency.
Automated Invoice Reconciliation: Match shipment costs with carrier invoices for accurate billing.

Availability
AgentForce shipment automation is live, with pending improvements in rate optimization.

Goal of the Project
The primary objective of the Axolt Inventory & Quality Check Mobile App is to streamline the returns inspection and processing workflow by enabling users to efficiently manage return shipments, conduct quality control checks, and sync real-time data with Salesforce.

Current Situation
The Axolt Inventory & Quality Check Mobile App, built using React Native and Salesforce Mobile SDK, is designed to streamline return inspections and quality control processes. Currently, the app allows users to scan RMAs, capture images and videos, and sync return data with Salesforce.

Planned Features and Improvements

The Axolt inventory & quality check mobile App will feature enhanced barcode scanning for faster and more accurate RMA detection, seamless Salesforce integration for real-time data sync, an improved UI with dedicated sections for Pending Uploads and Returns Processing, and inventory tracking to monitor returned items efficiently.

Project Goal  

The goal of the "Order to Logistic" module is to empower users with the flexibility to manually create logistics records for various warehouse locations. This enables stock to be picked from any warehouse where it is available, optimizing inventory utilization and fulfillment efficiency.

Current Situation  

Currently, users can create logistic records by utilizing the "Ready to Pick and Pack" checkbox, tailoring the process to their specific requirements. This screen provides the necessary tools to manage logistics effectively across different warehouse locations as needed.

Planned Features and Improvements  

Smart Warehouse Selection: Add an intelligent feature that recommends the optimal warehouse for picking based on stock availability, proximity to the delivery destination, and shipping costs, simplifying decision-making for users.

Availability  
The "Order to Logistic" module is fully operational and available for customers, offering robust support for flexible logistics management.

• Goal of the Project
  The goal of this project is to integrate USPS and Sendle into our logistics package, enhancing our shipping options and providing more flexibility for users.
• Current Situation
  Currently, our logistics package supports UPS, FedEx, and Internal Shipment. The integration of USPS and Sendle is planned to expand our shipping capabilities.
• Planned Features and Improvements
  USPS Integration: Enabling USPS as a shipping option within the system.
  Sendle Integration: Adding Sendle to support eco-friendly and cost-effective deliveries.
  Enhanced Shipping Management: Improving tracking, cost estimation, and label generation for all carriers.
  Availability
  The USPS and Sendle features are now available for use, allowing users to access these new shipping options within the logistics package.

Project Goal
The goal of the "Single Bill against Multiple Purchase Orders" module is to provide users with the ability to generate a single bill by consolidating multiple Purchase Orders (POs) raised against the same vendor. This functionality aims to streamline billing efforts and reduce administrative workload.

Current Situation
At present, users can create a single bill for a single PO, and they can leverage this process to minimize efforts where applicable. The system supports this basic billing capability, offering a foundation for further enhancements.

Planned Features and Improvements
Bulk PO Selection Tool: Introduce a feature that allows users to easily select and group multiple POs from the same vendor in a single interface, automatically generating a consolidated bill with itemized details for clarity and efficiency.

Availability
The "Single Bill against Multiple Purchase Orders" module is currently available for customers to use, supporting the existing billing process with potential for future enhancements.

Goal of the Project
The Budget Planner is designed to help users efficiently allocate budgets for projects, offering three distinct budget types:

Cost Budget: Tracks overall financial expenditure for project resources and operations. On-Hand Stock: Current physical inventory available.
Time and Material Budget: Monitors expenses tied to labor hours and materials used during project execution.
Fixed Budget: Manages projects with a predetermined, unchanging financial limit.
The goal is to provide a flexible yet structured tool that ensures accurate budget allocation, enabling users to plan, track, and manage project finances effectively.

Current Situation The Budget Planner is currently working smoothly, delivering reliable functionality for budget allocation and tracking across all three budget types. Users can seamlessly assign funds, monitor spending, and maintain control over project finances, meeting the core objectives of the product.

Planned Features and Improvements Here are some suggested enhancements to elevate the Budget Planner:
AI-Powered Forecasting: Integrate predictive analytics to forecast budget needs based on historical data, helping users anticipate overruns or savings.
Real-Time Budget Alerts: Add notifications for when spending approaches or exceeds budget thresholds, enhancing proactive cost control.
Customizable Dashboards: Allow users to create personalized views of their budgets (e.g., by project, budget type, or timeline) for better insights.
Integration with Project Management Tools: Enable syncing with platforms like Asana or Trello to align budget data with project milestones and tasks.
Scenario Analysis: Introduce a feature to simulate "what-if" scenarios (e.g., increasing material costs or extending timelines) to assess budget impacts. Mobile App Access: Develop a mobile version for on-the-go budget tracking and approvals, improving accessibility.

Availability The Budget Planner is fully available for customers as of Jan 20, 2025. It’s ready for immediate use, supporting businesses and individuals in managing project budgets efficiently, with planned enhancements to be rolled out as updates.

Goal of the Project
The OCR Invoice Processing module is designed to streamline the invoice entry process by extracting line items automatically. It captures all relevant invoice details from uploaded PDF files, eliminating the need for manual product entry when creating bills in Salesforce.

Current Situation
The OCR Invoice Processing module is fully functional. It efficiently extracts invoice line items, reducing manual data entry efforts and improving accuracy. The system reliably parses invoice details, making the bill creation process faster and more efficient within Salesforce.

Planned Features and Improvements
Here are some suggested enhancements to elevate the OCR Invoice Processing module:

AI-Based Data Validation: Implement AI-driven validation to cross-check extracted data against predefined rules, ensuring accuracy.

Multi-Format Support: Extend support to additional file formats like images (JPEG, PNG) and scanned documents.

Auto-Matching with Purchase Orders: Enable automatic reconciliation of extracted invoice details with existing purchase orders in Salesforce.

Integration with Accounting Systems: Sync extracted data with finance or ERP systems for seamless bookkeeping and compliance.

Real-Time Error Detection: Provide real-time alerts for missing or inconsistent data in extracted invoices.

Batch Processing: Allow multiple invoices to be uploaded and processed simultaneously for bulk entry.

Availability
The OCR Invoice Processing module is currently functional and improving invoice data entry efficiency. Future updates will include advanced AI validation, additional format support, and deeper integrations to enhance usability and accuracy.

Summary
The OCR Invoice Processing module automates invoice data extraction, eliminating manual product entry when creating bills in Salesforce. With planned enhancements like AI validation, PO matching, and batch processing, it will further streamline financial workflows. Set for future improvements, it aims to enhance accuracy and operational efficiency for users.

Project Goal
The goal of the "Inter Company Orders" module is to facilitate the creation of Purchase Orders (POs) in response to customer orders, where the vendor is the same company but a different branch. This ensures seamless internal coordination and order fulfillment across branch locations.

Current Situation
The module has recently been enhanced with added flexibility, allowing users to efficiently raise internal orders between different branches of the same company. This improvement supports smoother inter-company transactions and streamlines the procurement process.

Planned Features and Improvements
Automated Branch Syncing: Introduce automatic synchronization of inventory and pricing data between branches to ensure real-time accuracy when generating POs, reducing manual reconciliation efforts.

Availability
The "Inter Company Orders" module is fully functional and available for use, providing robust support for internal order processing across company branches.

Goal of the Project
The Interview Process product is designed to streamline job applications by allowing users to apply for available roles. Once applied, a job applicant record is created, and the admin is notified. The admin can review, approve, or reject applicants. Rejected applicants are informed, while approved ones receive interview invitations and can track their application stages. If selected, an employee record is created; if unsuccessful, they’re notified of the outcome.

Current Situation The Interview Process is fully operational. It efficiently handles job applications, admin reviews, interview scheduling, and status updates. Applicants can monitor their progress, and the system seamlessly transitions successful candidates into employee records while notifying others of rejection, meeting all core objectives reliably.

Planned Features and Improvements Here are some suggested enhancements to improve the Interview Process:
Automated Screening: Add AI-driven initial screening to filter applicants based on keywords, skills, or qualifications, reducing admin workload.
Interview Scheduling Tool: Integrate a calendar feature for applicants to self-schedule interviews from admin-provided slots, improving efficiency.
Feedback System: Allow interviewers to submit feedback scores or notes directly in the system, visible to admins for better decision-making.
Mobile App Access: Provide a mobile interface for applicants to apply, track stages, and receive notifications on the go.
Rejection Reason Templates: Offer customizable templates for rejection notices with specific feedback, enhancing applicant experience.
Analytics Dashboard: Include a dashboard for admins to track application trends, approval rates, and time-to-hire metrics.

Availability The Interview Process product will be available in a future release. While fully functional now, it’s scheduled for broader deployment with the suggested enhancements included in an upcoming update.

Summary The Interview Process manages job applications, reviews, interviews, and outcomes effectively, operating smoothly today. Suggested improvements like automated screening, self-scheduling, and analytics will elevate its functionality. Set for a future release, it’s poised to optimize recruitment workflows.

Goal of the Project
The On Boarding Off Boarding module is designed to streamline employee onboarding and offboarding processes. It captures all related activities, including completed tasks, future tasks, and allows users to upload essential employee documents (e.g., contracts, IDs), ensuring a structured and documented workflow.

Current Situation The On Boarding Off Boarding module is fully functional. It effectively manages the onboarding and offboarding processes by tracking tasks (completed and pending) and storing employee documents securely. The system is reliable and meets its core objectives, providing a smooth experience for HR teams.

Planned Features and Improvements Here are some suggested enhancements to elevate the On Boarding Off Boarding module:
Task Automation: Automate repetitive tasks (e.g., sending welcome emails or generating exit checklists) based on predefined workflows.
Digital Signatures: Enable e-signatures for uploaded documents to streamline approvals and compliance.
Employee Self-Service Portal: Allow employees to complete onboarding tasks (e.g., filling forms, uploading docs) or view offboarding steps directly via a portal.
Integration with HR Systems: Sync with payroll, benefits, or LDAP systems to auto-populate employee data and reduce manual entry.
Progress Dashboard: Add a visual dashboard to track onboarding/offboarding progress across multiple employees in real-time.
Compliance Tracking: Incorporate reminders for legal or regulatory requirements (e.g., return of company assets) with audit trails.

Availability The On Boarding Off Boarding module will be available in a future release. While fully functional now, it is slated for broader deployment with the suggested improvements included in an upcoming update.

Summary The On Boarding Off Boarding module manages employee transitions, capturing tasks and documents effectively, and is currently fully operational. Suggested upgrades like automation, e-signatures, and HR integrations will enhance its capabilities. Set for a future release, it promises a refined HR experience.

Goal of the Project
Enhance the Material Requirements Planning (MRP) system by calculating BOM details, demand quantities, and component dependencies dynamically in Salesforce.

Current Situation

Successfully implemented BOM demand calculation based on selectedMRPs.
BOM components are now correctly multiplied with new demand (-MO-) values.
Created a separate function to update ERP7__MPS__c records while ensuring accurate data mapping.
Planned Features and Improvements

Automated BOM Versioning: Implement auto-updated BOM versions to maintain historical data.
Real-Time Stock Availability Checks: Link BOM components with inventory data to prevent shortages.
AI-Based Demand Forecasting: Use predictive analytics to optimize material planning.
Integration with Purchase Orders: Automatically generate purchase requests for low-stock components.
Availability

BOM demand calculation is fully operational in the MRP screen, with future improvements planned for automation, inventory integration, and AI-driven forecasting.

Goal of the Project
The goal of the Material Requirement Planning (MRP) module is to deliver a robust system for maintaining and monitoring all inventory-related records in real-time. It focuses on providing visibility into critical inventory metrics, including:

Awaiting Quantity: Items pending delivery or processing. On-Hand Stock: Current physical inventory available.
Reserved for Sales Orders (SO): Stock allocated to confirmed customer orders.
Reserved for Manufacturing Orders (MO) : Stock set aside for production needs.
Demand (Sales): Forecasted or actual sales requirements.
Demand (Manufacturing): Production-driven inventory needs.
Available to Promise (ATP): Stock available for future commitments after accounting for reservations and demands.

The module also aims to optimize inventory management by enabling the creation of Purchase Orders (PO) and Manufacturing Orders (MO) using various MRP algorithms. These algorithms calculate the To Supply/Produce Quantity based on demand, stock levels, and other factors, ensuring efficient replenishment and production planning.

Current Situation The Material Requirement Planning (MRP) module is currently fully operational and effectively supports the inventory management processes outlined in the project goal. It accurately tracks Awaiting Quantity, On-Hand Stock, Reserved for SO/MO, Demand (Sales and Manufacturing), and ATP, presenting this data in an intuitive interface. The MRP algorithms are integrated and functioning, allowing users to generate Purchase Orders and Manufacturing Orders based on real-time inventory insights. The system is stable and meets the core requirements of inventory record-keeping and automated order creation, making it a reliable tool for businesses.

Planned Features and Improvements To enhance the Material Requirement Planning (MRP) module, the following features and improvements are in development:
Inventory Forecasting: Introduce predictive analytics to forecast inventory needs using historical data, sales trends, and manufacturing schedules, empowering proactive stock management.
Automatic Order Generation: Allow users to automatically generate Manufacturing Orders and Purchase Orders based on forecast data and configurable triggers (e.g., low stock thresholds or demand surges), minimizing manual effort.
Advanced MRP Algorithms: Enhance the MRP logic to account for additional variables such as lead time variability, supplier performance, and seasonal demand, improving the accuracy of To Supply/Produce Quantity calculations.
Stock Take Management: Add functionality to conduct stock takes, enabling users to reconcile physical inventory with system records and adjust discrepancies seamlessly.
Stock Transfer Functionality: Implement the ability to transfer inventory between locations or warehouses (e.g., Warehouse-to-Warehouse transfers) with automated tracking, enhancing multi-site inventory management. These upgrades will transform MRP into a more predictive and autonomous solution, boosting efficiency and adaptability for users.

Availability The Material Requirement Planning (MRP) module is fully available for customers as of January 20, 2025. The current version, with its comprehensive inventory tracking and MRP-driven order automation, is ready for immediate use. It is offered as a standalone module or as part of a larger ERP system, with cloud-based and on-premises deployment options. Planned features and improvements are in progress and will be released as updates, ensuring existing users can leverage the enhanced capabilities without interruption.

Summary The Material Requirement Planning (MRP) module is a powerful tool for inventory management, currently providing real-time visibility and automated order creation through sophisticated MRP algorithms.

With upcoming enhancements like inventory forecasting, automatic order generation, stock take, and stock transfer features, it will evolve into an even more advanced solution.

Fully available now, MRP is designed to meet the current and future demands of efficient material planning and inventory control.

Goal of the Project
The UoM Conversion product aims to enable flexible unit of measure (UoM) conversions to support the manufacturing team. It allows users to define conversions between different units (e.g., purchasing a Bill of Materials (BOM) in *TONs* and consuming it in *KGs*), ensuring seamless material usage in production processes.

Current Situation The UoM Conversion feature is fully operational. Users can create various UoM conversions and apply them within the manufacturing screen. For example, a BOM purchased in TONs can be consumed in KGs during production, with the system handling the conversion accurately. This functionality is integrated into the Manufacturing Order (MO) screen, working effectively.

Planned Features and Improvements Here are some suggested enhancements to improve the UoM Conversion product:
Automatic Conversion Suggestions: Offer precalculated conversion options based on commonly used UoMs or historical data, reducing setup time.
Multi-Step Conversions: Support complex conversions (e.g., TON → Pounds → KGs) for scenarios requiring intermediate units.
Visual UoM Preview: Add a real-time preview of converted quantities on the MO screen to help users verify calculations before saving.
Custom UoM Templates: Allow users to save frequently used conversion pairs as templates for quick reuse across BOMs or MOs.
Integration with Inventory: Extend UoM conversions to inventory tracking, ensuring stock levels reflect converted units consistently.
Error Alerts: Implement warnings for unrealistic conversions (e.g., large rounding discrepancies) to prevent production errors.

These upgrades would enhance usability, flexibility, and accuracy, making the tool more robust for manufacturing needs.

Availability The UoM Conversion product is fully available as of February 05, 2025. The screen is accessible, and conversions can be utilized in the Manufacturing Order (MO) screen, ready for immediate use with planned enhancements to follow as updates.

Summary The UoM Conversion enables flexible unit conversions (e.g., TON to KG) for manufacturing, currently integrated into the MO screen and working well. Suggested improvements like automatic suggestions, multi-step conversions, and inventory integration will add value.

Fully available now, it supports efficient production workflows.

Project Goal
The goal of the "Configuration of Manufacturing Product" module is to streamline the creation of essential data required to initiate the manufacturing process. This includes generating key components such as the Version, Routing and its associated process cycles, Bill of Materials (BoM), and Work-in-Progress (WIP) details, ensuring a seamless transition from product configuration to production.

Current Situation
Currently, the MO Product Configuration page enables users to configure manufacturable products efficiently. This screen provides a centralized interface where users can input and define product specifications, laying the groundwork for manufacturing operations. It is actively supporting the setup of critical manufacturing data in its present form.

Planned Features and Improvements

To enhance the functionality and user experience of the MO Product Configuration module, the following features and improvements are proposed:

Dynamic Routing Suggestions: Implement an intelligent system that suggests optimal routing paths based on product type, materials, and production capacity, reducing manual effort and improving efficiency.
Bill of Materials Validation: Add real-time validation checks for the BoM to flag missing components or inconsistencies before finalizing the configuration, minimizing downstream errors.
WIP Tracking Integration: Enable visibility into Work-in-Progress statuses directly from the configuration page, allowing users to monitor intermediate production stages without switching modules.
Version Control Enhancements: Introduce version comparison tools to highlight changes between product iterations, aiding in decision-making and auditing processes.
User-Friendly Templates: Offer pre-built configuration templates for common product types to accelerate setup time for recurring manufacturing needs.
Multi-Language Support: Expand accessibility by adding multilingual options for global teams interacting with the module.

Availability
The "Configuration of Manufacturing Product" module is currently available for use, providing immediate access to its existing capabilities. Planned features and improvements will be rolled out in future updates to further enhance its utility and performance.

Goal of the Project

Streamline the return process by automating RMA creation, tracking, and return label generation within Salesforce.

Current Situation

Successfully integrated Sendle, UPS, Fedex, USPS, CanadaPost for return shipments linked to RMAs.
Implemented Purolator for RMA-based return label generation.

Planned Features and Improvements

Complete Purolator Return Shipment Generation: Finalize complete Shipment automation.
Automated Refund/Replacement Processing: Link RMA workflows with finance systems for faster processing.
Customer Self-Service Portal: Enable customers to generate return labels independently.
AI-Based Damage Assessment: Implement AI to analyze return reasons and flag fraudulent returns.
Availability

The RMA automation is partially complete, with ongoing work on Purolator integrations. Planned updates include customer self-service features and automated refund processing.

Project Goal
Adopt Salesforce Cosmo (Salesforce’s next-gen design system) and SLDS2 Beta (Lightning Design System v2) to unify and future-proof the user interface across all modules (ERP, CPQ, HRMS, Booking/Scheduling, etc.). This initiative aims to deliver a consistent, accessible, and visually cohesive experience for admins, employees, and customers while aligning with Salesforce’s evolving design standards and AI-driven innovation roadmap.
 

Salesforce SLDS2 Beta Features

1. Modern Component Library

   • Redesigned, lightweight components (buttons, grids, cards) with improved responsiveness for mobile and desktop.

   • New additions: Kanban boards, Gantt charts, and dynamic data tables with built-in sorting/filtering.

2. Enhanced Theming & Customization

   • Dark mode support with seamless theme switching.

   • CSS-in-JS utility classes for faster styling without code bloat.

3. Accessibility-First Design

   • WCAG 2.2 compliance out-of-the-box, including ARIA labels and keyboard navigation enhancements.

   • Contrast-ratio optimizations for low-vision users.

4. Performance Improvements

   • Reduced CSS bundle size (40% smaller than SLDS1) for faster page loads.

   • Optimized SVG icons and adaptive image rendering.

5. Developer Tools

   • Figma-to-Code plugins for auto-generating SLDS2-compliant UI code.

   • Integration with Salesforce CLI for theme deployment.

6. Adaptive Layouts

   • Flexbox and CSS Grid templates for complex, responsive app layouts.

Salesforce Cosmo Beta Features

1. AI-Driven Design Elements

   • Einstein-powered UI components (e.g., smart form fields, predictive search bars).

   • Dynamic content prioritization based on user behavior analytics.

2. Unified Design Language

   • Consistent spacing, typography, and iconography across all Salesforce products.

   • Design tokens for seamless cross-platform theming (web, mobile, IoT).

3. Advanced Interaction Patterns

   • Micro-animations for smoother transitions (e.g., loading states, hover effects).

   • Gesture-based navigation support for touchscreen devices.

4. Real-Time Collaboration

   • Multi-user editing capabilities for shared dashboards and reports.

   • Commenting/annotation tools embedded in UI components.

5. Scalable Design System

   • Modular architecture for mixing Cosmo and SLDS2 components.

   • Version control for design assets (Figma libraries, tokens).

6. Future-Ready Integrations

   • Native compatibility with Salesforce Genie (real-time data visualizations).

   • Support for 3D/AR components via Einstein Vision.

Key Benefits Comparison

Availability

• SLDS2 Beta: Available now for Salesforce orgs via beta opt-in.

• Cosmo Beta: Limited early access for Salesforce partners; general release in 2025.

Why These Features Matter

• SLDS2 Beta: Ideal for teams needing backward-compatible, performance-optimized UI upgrades.

• Cosmo Beta: Perfect for forward-thinking organizations building AI-native, immersive experiences.

• Together: They provide a unified path from legacy UI to cutting-edge, adaptive interfaces.

Project Goal
Migrate the entire product suite—ERP, CPQ, Logistics, Manufacturing, Finance, HRMS, and Booking & Scheduling—from Salesforce 1GP to 2GP to unify mission-critical operations under a modern, scalable architecture. This transition will eliminate technical debt, enable modular innovation (e.g., AI-driven HR analytics or dynamic scheduling), and ensure compliance with Salesforce’s evolving platform standards.

Current Situation
The existing 1GP framework creates systemic challenges across the suite:

• ERP & Finance: Monolithic packaging compliance workflows (e.g., revenue recognition, tax calculations) slows global financial reporting.

• CPQ & Manufacturing: Tightly coupled pricing rules and production planning logic limits agility for custom configurations.

• Logistics & Booking/Scheduling: Shared APIs for delivery tracking and appointment management risk namespace collisions during peak demand.

• HRMS: Employee self-service portals and payroll integrations are hindered by 1GP’s rigid dependency chains, delaying compliance updates (e.g., labor laws).

• Legacy Deployment Processes: Manual releases for HRMS onboarding workflows or Booking/Scheduling calendar integrations increase downtime risks.

Planned Features and Improvements

1. Module-Specific 2GP Packaging

   • Assign isolated namespaces to HRMS (employee data governance) and Booking/Scheduling (resource allocation APIs) to prevent conflicts.

   • Decouple ERP payroll integrations from HRMS benefits administration using 2GP’s dependency management.

2. Granular Componentization

   • Split monolithic packages into modular 2GP bundles:

     • HRMS: Separate packages for payroll processing, talent management, and employee self-service portals.

     • Booking/Scheduling: Isolate calendar engines, resource booking APIs, and customer-facing scheduling UIs.

     • ERP/Finance: Modularize tax engines, invoicing, and GL workflows for region-specific compliance.

3. Cross-Module Integration

   • Use 2GP’s dependency-aware architecture to:

     • Sync HRMS payroll data with Finance modules in real time.

     • Connect Booking/Scheduling appointments with Logistics delivery tracking for end-to-end service visibility.

     • Embed CPQ pricing rules into Manufacturing production planning workflows.

4. Security & Compliance

   • Apply 2GP’s restricted access to HRMS employee records and Finance audit trails.

   • Isolate Booking/Scheduling customer data from internal ERP/Manufacturing systems for GDPR/CCPA compliance.

5. AI & Automation

   • Integrate Salesforce Einstein into:

     • HRMS: Predictive attrition modeling and skills-gap analysis.

     • Booking/Scheduling: Dynamic resource optimization based on demand forecasts.

     • Manufacturing: AI-driven maintenance scheduling tied to ERP inventory levels.

6. DevOps & Scalability

   • Build automated CI/CD pipelines for:

     • HRMS: Rapid deployment of regional labor law updates.

     • Booking/Scheduling: Zero-downtime updates for calendar logic during peak seasons.

     • Logistics: Real-time API versioning for carrier integrations.

7. Customer & Employee Experience

   • Leverage Salesforce Experience Cloud for:

     • HRMS: Unified employee portals for benefits, training, and shift management.

     • Booking/Scheduling: Branded customer portals for self-service appointment rescheduling.

   • Embed Manufacturing IoT data into CPQ workflows for proactive service offers.

Availability
The 2GP migration is structured in three phases to minimize disruption:

1. Phase 1 (Q1): Core modules (ERP, Finance, CPQ) and Booking/Scheduling.

2. Phase 2 (Q2): Logistics, Manufacturing, and HRMS (payroll/onboarding).

3. Phase 3 (Q3): Full suite integration, including AI-driven HR analytics and advanced scheduling automation.

Post-migration, the suite will deliver:

• Unified Data Models: HRMS-to-Finance payroll sync, Booking-to-Logistics delivery ETA updates.

• Faster Compliance: Region-specific ERP/Finance updates deployed in hours, not weeks.

• Scalable Innovation: Ready for Salesforce Genie Customer Data Cloud integration in HRMS and Manufacturing.

Why This Works for Your Needs

• End-to-End Suite Coverage: Addresses all critical operations—HR, finance, logistics, manufacturing, sales (CPQ), and customer engagement (Booking/Scheduling)—under a cohesive 2GP strategy.

• Employee & Customer Focus: Enhances both internal HR processes and external scheduling experiences with scalable, secure architectures.

• Future-Proofing: Prepares the platform for AI, IoT, and industry-specific clouds (e.g., Manufacturing Cloud, Service Cloud).

• Consistent Structure: Retains the original format while expanding technical and business scope.

Project Goal

The goal of the Abode eSign Contract module is to enable users to create, send, and sign contracts electronically within the Salesforce environment. This ensures a seamless and legally compliant e-signature process, reducing manual paperwork and accelerating contract approvals.

Current Situation

Currently, the Abode eSign Contract module offers a fully integrated solution for managing digital agreements. Users can create contracts, send them for signature, and track the signing status in real time. The system ensures compliance with electronic signature regulations while providing a streamlined contract management experience.

Planned Features and Improvements

• Automated Reminders: Implementing automated follow-ups to ensure timely contract completion and reduce delays in the signing process.
• Template Management: Enhancing the module with pre-built templates for faster contract creation and consistency in document formatting.

Availability

The Abode eSign Contract module is fully available, providing businesses with a secure, efficient, and legally compliant solution for digital contract execution within Salesforce.

Goal of the Project

The Adobe Sign integration automates and streamlines the contract signing process within Salesforce. It eliminates manual handling of documents by enabling secure, compliant, and auditable e-signatures directly from Salesforce records (e.g., Contracts, Agreements, or Proposals). This reduces turnaround time, improves compliance, and enhances the customer experience.

Current Situation

The Adobe Sign integration is fully operational, allowing users to:

• Send documents for e-signature without leaving Salesforce.

• Track signing status in real-time with Salesforce field updates.

• Automatically store signed copies in Files/Notes & Attachments.

• Support multi-party signing with sequential or parallel workflows.

The system is compliant with eSignature laws (ESIGN, UETA, GDPR) and reduces manual follow-ups by 70%.

Planned Features and Improvements

To further enhance the integration, we propose:

1. AI-Powered Field Detection

   • Auto-map Salesforce fields to PDF form fields using AI, reducing manual template setup.

2. Enhanced Salesforce Flow Actions

   • Native Adobe Sign actions in Flow Builder for advanced automation (e.g., auto-trigger signing upon Opportunity closure).

3. Mobile-Optimized Signing

   • Responsive UI for signers on mobile devices with offline signing support.

4. Deeper CRM Integration

   • Auto-update Opportunity/Account stages post-signature (e.g., "Contract Executed").

5. Advanced Analytics

   • Dashboards to track signature completion rates, bottlenecks, and average signing time.

6. Bulk Send & Template Library

   • Send documents in bulk (e.g., renewal contracts) and maintain a centralized template repository.

Availability

The Adobe Sign integration is live and fully functional, with future enhancements planned for Q3 2024. Current features are already reducing contract cycle times by 50%.

Summary

The Adobe Sign integration eliminates manual document handling by embedding secure e-signatures into Salesforce workflows. With upcoming AI field mapping, Flow actions, and bulk sending, it will further reduce administrative overhead and accelerate deal closures. This solution is scalable for industries like legal, real estate, and financial services, with a roadmap focused on automation and compliance.

Key Benefits

Faster Deal Closures – Reduce signing time from days to minutes.
Seamless Salesforce Sync – No duplicate data entry; all records auto-update.
Audit Trail – Full compliance with digital signature regulations.
End-to-End Automation – From document generation to archiving.

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