WeDid: Automate Installation Job from Closed Opportunity
Challenges
The business organisation runs an electrical appliance shop. The typical sales cycle for this business includes:
- sales to convert leads to account/opportunities
- sales to close won successful opportunities
- coordinator to receive a notification from sales
- coordinator to manually create an installation record (custom object) and link to the closed won opp to track on the status
- coordinator to manually update the installation status back to opportunity upon completion
Some additional challenges,
- the coordinator must not see all data related to the sales figures for the opportunity
- the coordinator only has Force.com App Subscription license (no access to Opportunity object)
Solution:
- Create separate data model for job installation
- Automate the job to create the installation record via a button ‘Create Installation Job’
- Provide validation to ensure only one installation record is created per Opportunity
| Related Objects | Opportunity, Custom Object |
| Components | Apex Trigger, Apex Class, Visualforce Page, Custom Button |
| Complexity | Medium |