Van Phu Real Estate Accelerates Document Accuracy with Custom Currency Automation

Challenges

Van Phu Real Estate encountered several accuracy and formatting issues during their documentation process:

1. No Native Vietnamese Currency Formatting

Salesforce’s standard number format did not support the exact structure required for Vietnamese currency, causing:

• Incorrect thousand separators
• Wrong style for large-number formatting
• Manual intervention across all financial documents

2. Manual Adjustments Leading to Errors

Teams repeatedly edited:

• Contracts
• Pricing sheets
• Payment schedules
• Cost summaries

This resulted in:

• Inconsistency across property files
• Delays in client handover
• High dependency on manual correction

3. Lack of Custom Parameters for Number Handling

The client needed flexibility to:

• Define currency-specific formatting
• Apply rules across multiple templates
• Maintain stable outputs regardless of document type

4. Support Needed for Setup and Adoption

Before scaling DME internally, the client required:

• Assistance with sandbox setup
• User permissions and access configuration
• Guidance on template deployment
• Reliable support for their first month of adoption