WeDid:Asset Rental Automation

By Terry | May 29, 2014

Challenges

An Art Investment company build a portfolio for their investors and rent it out on behalf of them. In order to build the portfolio, different art pieces will be included. The cost/margin of each art piece needs to be calculated. The rental price of each art piece will require calculation too. All calculations are done manually. From time to time, the company loses track of the art piece actual physical location.

 

Solution:

Customise Salesforce to handle:

  • Art piece sales
  • Portfolio investment build
  • Art piece rental
  • Agreement Generation
  • Auto calculation for sales/rental price

 

Related Objects Account, Opportunity, Products, Custom Objects
Components SDocs (Third-party app), Apex Trigger and Data Model Design
Complexity High
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