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