WeDid: Storing Information from Customised e-Form
May 30, 2014 /
Posted in We Did
Challenges
This company needs to interview their customer using iPad. Due to the complexity in the data model, they will need to create records in 8 different objects and links them together. This process is very time consuming and too many clicks are involved. It became a user adoption issue.
To solve this issue, we have implemented mobile optimised form in Salesforce. Upon saving the record, all the data will be saved in separate object and linkage will be built automatically.
Solution:
To replace manual form insertion and enhance the process on how information is being captured in Salesforce using iPad/iPhone.
| Related Objects | Account, Opportunity, Other Custom Objects |
| Components | Visualforce Page, Apex Class |
| Complexity | Moderate |