WeDid: Salesforce As Retail Coordination System

Challenges

A consultancy company needs to provide solution to the customer encompassing a portfolio of the retail information relating to the property, budgeting, landlord, solicitor etc. The challenges identified in the solution are:

• each detailed information need to be linked to create a connected entity as documents need to be generated at each record level containing the summarised entities
• all steps need to be tracked in each of the leasing opportunities to capture the offer/counter offer stages
• elaborate documents need to be generated

Solution

All retail entity is tracked and managed from the objects in the diagram to create a linkage.  Precise data modelling is required. When documents are generated, retrieving information for each entity will not be an issue.

Each offer stage will be tracked individually. Once a final offer is decided, a trigger is implemented to roll up the final result to the opportunity.