Salesforce Project on Acme Homes- Part 1

Journey on Building a use-case

Project use-case

Acme Homes

Salesforce Solution

Acme Homes App

Acme Homes app

Web-to-lead Form

Web-to-lead form
Lead created in Salesforce

Lead Conversion

Lead is Converted
Lead Process- Prospect Account type
Account Type- Prospect

Create Quote easily

Quote Process-Auto populate quote fields
Finalised Quote PDF
Update quote status to accepted
Conditions for accepted quotes
Update accepted quote fields
Update Denied quote status
Auto create new contract
Auto create contract
Close Opportunity
Opportunity stage update if accepted quote status is changed back
Update changed quote fields back
Update Account type to complete customer

Customer Community Portal

Customer Community
Contract list view
Contract Detail Page

Successful Case Handling

Case Assignment Rule
Case creation email notification to user
Create Case with a channel
Case created in community & Case Email notified to user
Case created in Salesforce
Sales agent commenting on the case
Case Comment notification process
Case comment notification on community
Case resolved email notification to user

………………………….Thank You………………………

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Salesforce Consultant at Pracedo Australia

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Pooja Haralahalli Ramesha

Pooja Haralahalli Ramesha

Salesforce Consultant at Pracedo Australia

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