BoxFresh App

A Salesforce-native solution for service scheduling, inventory management, and customer communication, built using Theory of Constraints principles and Pocket Flow Framework's Design Philosophy.

Latest Update: Documentation Consolidation Complete (April 15, 2025)

All documentation has been successfully reorganized and consolidated, preparing the project for Phase 2 RE-implementation. The while in the process of updating, documentation now features improved navigation, streamlined information flow, and consolidated content. See our Documentation Home for complete details.

Core Documentation

• Overview: Core concepts, architecture, and schema

  • System Architecture
  • Object Schema
  • Core Concepts

• Implementation: Technical guides and documentation

  • Capacity Management
  • Flow Management
  • Validation Rules

• Project Management: Status and planning

  • Project Status
  • Implementation Proposals

Features & Capabilities

• ✅ Theory of Constraints Implementation
  • Inventory capacity management
  • Buffer tracking
  • Throughput optimization
• ✅ Service Cloud Configuration
  • Custom Case Lifecycle
  • Automated status tracking
• ✅ Flow Automation
  • Resource allocation
  • Capacity management
• ✅ Reports & Dashboards
  • Real-time insights
  • Performance analysis
• ✅ Security Model
  • Custom profiles
  • Permission sets
  • Sharing rules

Technical Implementation

Custom Schema

• Custom Objects: Material SKU, Inventory, Custom Contract, Resource, Asset
• Standard Objects: Case, Account, Contact
• Capacity Management: Inventory containers with capacity constraints

Automation

• Flow Builder: Case Routing, Escalation, Capacity Management
• Approval Processes: Purchase Order Approvals
• Validation Rules: Capacity limits, inventory allocation

Analytics & Insights

• Inventory Analysis
• Job Completion Rate
• Technician Performance
• Capacity Utilization

Project Background

BoxFresh Gardens started as a small gardening business that needed better systems for resource management and service delivery. This Salesforce implementation represents a complete rebuild of those systems, focusing on structured automation, resource control, and precision execution.

The project serves two purposes:

1. A practical demonstration of Salesforce administration capabilities
2. A case study in applying Theory of Constraints principles to service business operations

Current Focus

The project is implementing inventory management based on the Theory of Constraints (TOC), treating inventory containers as capacity-constrained resources to optimize:

• Resource Utilization
• Buffer Management
• Allocation Efficiency

For detailed documentation, please visit our Documentation Site.