Data intelligence and leads coming from BCI are the core sales opportunity in the business of our chemical construction site service customer.
These leads are externally provisioned through CSV files and it needs to be tracked in Salesforce so that it can blend into other business data. The convergence of these data will help the customer form a powerful source of report in the forecast and finance area.
The current challenge is these data are residing out of Salesforce system.
- Review through the files given by BCI and review the data that need to be in Salesforce
- Identified the core objects – Project, Firm, Contact, Contact Role
- Work through a model to connect these objects as part of Standard/Custom object and link with Opportunity to track any finance information
|Related Objects||Account, Contact, Project (CO), Opportunity, Opportunity Contact Role|