WeDid: Salesforce for Installation Job Tracking
Challenges
This is an electrical appliance company. Once the product is sold, they will have to install the product at the customer site. Their project coordinator only has Force.com App Subscription license and they need to extend Salesforce functionality for Job Tracking.
Solutions:
- Create a set of custom objects that keep track of installation job
- Configure permission scheme so that the Force.com App Subscription user can view this object
- Create a trigger to automatically create a Job when an Opportunity is closed won
- When installation job is scheduled, inform installer by email and block their calendar
| Related Objects | Opportunity, Account, Contact, Job (Custom Object) |
| Components | Date model design Apex trigger Security model design |
| Complexity | Medium |