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Rampit USA, a leading provider of modular accessibility ramps, leverages Salesforce’s Field Service Lightning (FSL) to coordinate its nationwide service operations. However, the team encountered challenges in maintaining a consistent and structured process for field technicians. While 10 essential action steps were defined, starting from an initial greeting to final documentation, they were often completed out of order, leading to confusion, inefficiencies, and errors in field reporting.
Additionally, field technicians submitted ramp layout drawings using third-party tools. These drawings varied based on ramp orientation and incorrect submissions caused significant rework.
AppShark developed a custom solution within the Salesforce Lightning framework, tailored specifically to Rampit USA’s operational flow:
Custom Lightning Web Component (LWC)A user-friendly, step-by-step interface was built to guide technicians through the 10 defined action steps in the correct sequence. Each step was accompanied by a screen and a quick action button,eliminating out-of-order task completion.
Version-Controlled Drawing SubmissionsThe process of uploading ramp layout drawings was restructured at the org level. Once a layout was submitted, it entered a controlled approval process. Only approved versions were visible and actionable, and rejected versions were automatically replaced upon approval.
Granular Security ControlsSalesforce object visibility was streamlined using permission sets and custom profiles. Specific roles were granted access only to relevant objects and data, reducing the risk of errors and ensuring compliance
User Interface – Dynamic Data Saving and Screen TrackingThe custom-designed interface provides a seamless experience for technicians, with dynamic data saving and real-time screen tracking. As users navigate through the steps, their inputs are automatically stored, reducing the risk of data loss and minimizing re-entry.
Seamless Photo Upload via SharinPixTo streamline field documentation, technicians can access SharinPix directly through a deep link on the custom actions screen. This integration allows them to capture and upload photos instantly without leaving Salesforce, improving accuracy and efficiency in real-time reporting.
Improved Workflow ComplianceTechnicians now follow the correct sequence of action steps, ensuring process consistency and reducing miscommunication.
Version AccuracyDrawing submissions are tightly controlled, leading to fewer errors, rework, and project delays.
Enhanced Data SecurityAccess to sensitive information is now governed by role-based permissions, improving control and compliance.
Operational EfficiencyRampit USA significantly reduced the time taken from project initiation to completion, while also improving technician accountability and accuracy.
Conclusion
Through its collaboration with AppShark, Rampit USA transformed its field operations by introducing structure, control, and security into its Salesforce ecosystem. By leveraging custom Lightning Web Components and robust version control mechanisms, the company gained better visibility, reduced errors, and streamlined workflows across teams. This solution not only enhanced day-to-day efficiency but also empowered Rampit USA to deliver a more reliable and professional service experience to its customers.