Unearned Discount
Unearned Discount is a Salesforce solution designed to identify, track, and prevent invalid discount claims, helping organizations protect revenue and stay audit-ready.
The Challenge
Customers occasionally claimed discounts beyond what was approved, and finance teams had no real-time way to catch it. Manual audits were slow and error-prone, so invalid claims often weren't caught until well after the revenue was already lost.
Our Approach
- Built a Salesforce solution to track and identify unearned discount claims
- Implemented validation logic against approved eligibility rules
- Created dashboards for finance and audit teams
- Ensured audit-ready tracking and reporting
The Outcome
Finance now catches invalid discount claims as they happen instead of discovering them during a quarterly audit, with a clean, audit-ready trail behind every decision.
Client
Confidential
Technologies Used
SalesforceApexFlow
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