BELLEVILLE, IL – Oct 23, 2017 – Cloud Creations completed a Salesforce implementation for a retail jeweler and small business. For this project, Cloud Creations implemented account and opportunity setup, product and price list setup, process automation, quickbooks integration, spreadsheet importing, and training.
This video will highlight the processes of managing multiple lines of account and opportunity information in Salesforce Apex. Users and potential users can understand how Salesforce products can assist them in product management and opportunity leads. The following bullet points will be covered in the video walk-through.
- Retail and wholesale jewelry manufacturer
- Apex Development
- Packing slip, memo, and invoice PDF templates
- Automated notifications based on products and opportunities
- Data import
- Records and dashboards
The home screen view shows us a “Quarterly Pipeline Report.” On the home screen there is a place for “Recent Records,” in that view users will notice that it displays a record of their last 5 views. On the home screen there is also a view for “Today’s Events and Today’s Tasks,” these will be a list of anything that a user will have “open” or “pending” for the day. Moving on to the section for “Top Deals,” this a display of the user’s opportunities by dollar value. At the top of the home screen is the “Assistant” feature, this feature alerts the user about actions that need attention, and within the “Assistant” feature are icons that allow the user to create “follow up tasks.” All tasks on the home screen are also represented as tabs at the very top of the home screen as well.
“Accounts” are displayed as line items, and these are merely businesses or companies that a user is likely working with.
*It is important to notice that the layout panels between tabs will always be displayed the same. In particular, the panel at the top of each screen will always specify the fields which the user indicates are most important.
Each panel will contain a “Details” section and “Related” section. The users “Details” section contains information such as contacts and any custom fields created for the user’s industry. Any items in the “Details” section that are blue are also hyperlinked to take users from tab to tab within the user’s platform. On the other hand, the “Related” section provides the user with information about anything related to the account; such as “contacts” for example. The right- hand side of the panel also has an “Activity” sub-tab that displays an activity created by the user whether pending or in the past. Users also have the ability while in the sub-tab to create further “activities” such as “log a call,” create an “event,” etc. The Chatter sub-tab next to the Activity tab also allows the user to view anything posted to the account as well as to post new messages to the account.
The “Contacts” panel is the users main point of contact. Consistent with the previous panel demoed, it contains any custom fields created by the user in “Details,” and similarly the same in the “Related” area as well. The Activity sub-panel affords the user the same type of project implementation as mentioned before.
The “Opportunity” panel is a visual representation of the opportunity’s path, or stages. It is represented in arrows in the direction towards the user’s right-hand side. The path, or stages go until the opportunity reaches the “completed” point. So, the user can see which stages have been completed, those that are pending, and those that need to be started and completed. Again, the “Details” section provides information to the user about; next step, owner, close date, lead source, and amount. A sub-panel can be added to the bottom of the panel for “Products” as well. In that panel the user can add products related to the opportunity such as quantity and sales price for the products. Just as well, the products can be added to the “Related” section directly next to the “Details” section. In this section the user can also view quotes and notes for the opportunity.
In the quotes line item, the user can view additions created at the opportunity level, such as quantity and price. Then from there the user can simply move down the panel to “Quote PDF.” PDF’s can be generated by the user to be stored in Salesforce, or to be sent to the client.
By clicking on the product added to an opportunity the user can view key details such as: on-hand, active check box, and status. As mentioned before, in the “Detail” section information about the product can be found and further down the panel even more information about the product can be found as well.
This walk-throughvideo demonstrates a completed Salesforce project for a wholesale jeweler.
From the home screen to the product view the demonstration illustrated how users in Salesforce Apex, can organize products into various account details, and then link these details to important activities associated with the account. Upon finalization of an account, the account user/owner can then view, manage, and update the account specifically to what the account user/owner deems important.