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GoldFinch

GoldFinch Cloud Solutions helps businesses streamline operations and grow with a robust ERP built on Salesforce. It unifies inventory, sales, accounting, and more into one easy-to-use platform. Food, beverage, and medical device companies can integrate this ERP platform seamlessly into their operations without requiring changes to existing processes. GoldFinch enhances control, security, and productivity while working with your existing Salesforce CRM. It simplifies decision-making and improves efficiency across your organization through real-time insights and a comprehensive 360-degree view.

POPULAR FEATURES

GoldFinch ERP Enhancements

Improve operations with custom modules and optimized workflows designed to meet your unique business needs.

Project Management with Gantt Chart

Track tasks in real-time using a visual Gantt chart for better project planning and team collaboration.

Netstock Integration

Transfer data smoothly and securely to avoid delays and keep inventory decisions accurate for better planning.

Automated Invoice Processing

Handle invoices faster by getting emails with attachments, creating purchase invoice records, and saving the extracted data automatically.

PROJECT REQUIREMENT

GoldFinch aimed to boost productivity, simplify operations, and drive digital transformation for businesses of all sizes.

Add custom features in GoldFinch ERP to improve daily business operations.
Migrate Visualforce Pages to Lightning Web Components for better speed and easier updates.
Build a Project Management Tool with a Gantt Chart for tracking tasks in real-time.
Connect Salesforce and Netstock to move data smoothly without crossing governor limits.
Handle invoices by receiving emails with attachments and creating purchase invoice records.
Extract invoice data using OCR and save it through automated processing and storage steps.

OUR APPROACH

We adopted a structured approach to improve performance, build essential tools, and automate key operations.

Visualforce to LWC Migration

Rebuilt Visualforce pages using a step-by-step migration plan that preserved all features, boosted speed, and improved design.

Gantt Chart with Task Management

Developed an interactive Gantt chart featuring a timeline roadmap, drag-and-drop task updates, CRUD actions, and dynamic UI splitters using Node.js.

Netstock Integration

Set up UAT SFTP for testing, employed Queueable and Schedulable Apex for processing, and implemented retry mechanisms.

Automated Invoice Processing

Built an inbound email processor to capture invoice emails and generate purchase records using Queueable and Schedulable Apex.

PROJECT SUCCESS

The project achieved significant improvements in system performance, user experience, and operational efficiency through strategic planning and implementation.

Our incremental migration strategy ensured feature parity while maintaining existing business processes as we transitioned Visualforce logic to Lightning Web Components (LWC).
Netstock integration uses Queueable and Schedulable Apex to process large data volumes efficiently.
We automated invoice processing by using AWS Lambda and API Gateway to send files to Azure OpenAI for data extraction.
Introduced dynamic UI/UX enhancements, including interactive Gantt charts and intuitive interfaces, to improve user engagement and productivity.
Our expertise in scalable ERP and CRM solutions enabled us to develop industry-specific enhancements.

RESULTS

OCloud Solutions enhanced the Goldfinch ERP system, creating a robust, scalable, and user-friendly platform tailored to meet business needs.

This Salesforce ERP solution easily adapts to expanding business needs while remaining completely compliant with Salesforce governor limits.

OCloud Solutions helped businesses use Goldfinch to increase efficiency, improve control, and ensure scalability and compliance.

Our ERP solution minimizes human intervention, enhancing efficiency and speeding up operations. A future-proof and adaptable architecture is designed to support long-term growth and the changing needs of the business.

We modernized legacy systems, optimized ERP and data handling, and integrated AI-powered automation to boost accuracy.