Dealer or grower
Authenticates, explores products and initiates a transaction inside a branded B2B experience.
The challenge
Manual commerce was consuming the capacity needed for growth.
Legacy Salesforce pages, incomplete features and ERP-dependent order handling created friction for customers and additional workload for internal sales and operations teams.
Operational dependency diagnostic
Select a pressure point to see how the legacy process affected the buyer journey and internal operations.
Workflow pressure
Routine orders still required internal ERP processing.
Customer orders depended heavily on internal teams to enter, verify and progress transactions inside the ERP, slowing fulfilment and consuming operational capacity.
BuyerPlaces an order or requests account information.
Sales teamReceives and manually interprets the request.
ERPOrder data is entered and processed internally.
CustomerWaits for confirmation, documents or status.
The result: routine transactions competed with strategic sales work for the same internal resources.
The solution
A connected commerce route from dealer login to fulfilment.
The solution combined a branded Salesforce B2B storefront with Order Management System workflows and a cleaner Salesforce foundation.
Field-to-fulfilment workflow
B2B Commerce Cloud
Provides self-service ordering, responsive product discovery and account-aware commerce workflows.
Order Management
Coordinates order processing and supports automated fulfilment workflows across connected systems.
ERP & operations
Receives cleaner order data while teams focus on exceptions, larger deals and customer growth.
Dealer entry point
The buyer begins inside a branded portal designed around the account relationship rather than a generic consumer checkout.
Dealer portal
The account became a workspace—not a support request.
Customers gained direct visibility into current and historical orders, invoices and core account information without depending on an internal representative for every request.
Good morning, Green Valley Ag
Your orders, invoices and account activity in one place.
OrderProduct categoryStatusUpdated
#SA-10482Crop nutritionProcessingToday
#SA-10461Professional productsIn transitYesterday
#SA-10396Seeds & inputsCompletedLast week
Order history
Current and past transactions with status visibility.
OrderCreatedStatusAction
#SA-1048216 Jun 2026ProcessingView details
#SA-1046112 Jun 2026In transitTrack
#SA-1039604 Jun 2026CompletedReorder
#SA-1037029 May 2026CompletedView details
Invoices & documents
Account documentation available without manual follow-up.
Invoice INV-76821Order #SA-10461 · June 2026
Invoice INV-76784Order #SA-10396 · June 2026
Invoice INV-76690Order #SA-10370 · May 2026
DOCUMENT ACCESS
Always available.
Customers can retrieve invoices and order information directly, reducing repetitive requests to sales and operations teams.
Account information
Core customer details in a clear, authenticated view.
AccountGreen Valley Ag
Customer typeAuthorized dealer
Sales regionCentral
Primary contactAccount purchasing team
CONNECTED EXPERIENCE
Account-aware commerce.
The portal keeps order and account context together, helping buyers act without switching channels or waiting for manual assistance.
Platform foundation
Commerce could only scale after the Salesforce foundation was stabilized.
The engagement included reviewing and cleaning the Salesforce environment to address technical debt, legacy managed pages and incomplete features.
Technical-debt cleanup board
A stronger commerce layer began with a cleaner implementation foundation and clearer ownership of platform workflows.
READY
TO SCALE
TO SCALE
Legacy review
Existing managed pages and partially completed features were assessed before new commerce workflows were built.
Platform stabilization
Technical debt was reduced to create a more dependable foundation for B2B Commerce and OMS implementation.
Workflow alignment
Commerce, account access and fulfilment flows were structured around a coherent digital operating model.
Our process
A phased route from platform assessment to self-service commerce.
The implementation sequence balanced technical remediation with customer-experience delivery and operational workflow design.
01
Assess
Review Salesforce technical debt, legacy pages, incomplete features and ERP-dependent order workflows.
02
Plan
Define the B2B Commerce and OMS implementation path, account journeys and operational handoffs.
03
Build
Deliver a branded, responsive dealer portal with ordering, invoices and account visibility.
04
Enable
Connect fulfilment workflows and shift routine activity from internal processing to customer self-service.
Key outcomes
A more scalable buying model for customers and internal teams.
The project improved access, reduced operational dependency and created a digital foundation that better supports growth.
Commerce moved closer to the customer—and routine work moved away from the sales desk.
The source case study reports qualitative business outcomes rather than numerical KPIs, so the impact is presented without invented metrics.
Better buying experience
Dealers and growers gained a clearer, more responsive route to ordering and account activity.
Order visibility
Customers can access current and historical orders without relying on manual internal support.
Invoice self-service
Account documentation became directly available through the authenticated portal experience.
Automated fulfilment
OMS workflows reduced dependence on manual ERP order processing and repetitive internal handling.
Cleaner Salesforce base
Technical debt and incomplete legacy features were addressed to improve platform stability.
More sales capacity
Sales teams could spend more time on larger opportunities instead of routine account and order requests.