WeDid: Salesforce as Property Tracking System

Challenges

The company sells properties and property consulting services.

The company needs to use Salesforce to keep track on:

• The list properties (Both sold and open for sale)
• Information on property inspections (date, time, person in charge,  remarks)
• Information on when and who that a particular property has been proposed to (properties that are still open for sale).
• A number of properties (based on types) searched, reviewed and proposed for each client.
• Sales amount and actual sales amount

Solution

Create custom objects to store information on properties, inspection details and proposal details. Using validations rules, the lookup is controlled/filtered to the only lookup for available units (open for sale). Calculation of property selling prices and consultation services prices are done by introducing formula fields.