Show pop-up on Opprtunity Save button stage change in Salesforce
Bütçe ₹600-1500 INR
- Freelancer
- İşler
- Salesforce.com
- Show pop-up on Opprtunity Save button stage change in Salesforce
The Sales team would like to optimize their opportunity-to-close process by creating mandatory hand-off notes between SDR to Sales and updating the entry/exit criteria when opportunity is moved from one stage to the next. Some of the features requested are:
1. For SDR-to-Sales handoff → there are prospecting notes that are required when moving stage from Prospecting to Qualifying stage
2. When AE moves the opportunity from one stage to another, a pop-up screen may appear that asks AE questions to fill-out when applicable. Some of the questions from the pop-up screen are mandatory and some are not.
● Describe how you would handle this project using Software Development lifecycle (SDLC) methodologies
● Discuss some considerations that need to be clarified to build the solution for the use-case selected.
● Provide some key differences between trigger vs. workflow in Salesforce
● Provide some examples of how you would use trigger vs. workflow on this use-case
● Provide some a sample page layout you would configure for this use-case
● Provide a sample functional and technical design document
Bu iş için 9 freelancer ortalamada ₹1661 teklif veriyor
Hey There, Thanks for sharing requirements !!! I am a certified Salesforce Developer having total 7 + years of [login to view URL] and [login to view URL] I have read project details and ready to assist you in this project as soon a Daha Fazla
Hello mate, I will make all the required and mentioned changes, I am a Certified Salesforce Developer with 6+ years of experience and would love to support you with your Salesforce project. Here are some of my Certif Daha Fazla
Hello There, My self Umesh, A ceritified Salesforce Platform Developer 1 with industry experience of 4+years and counting. It would be great to assist you with your requirement. I have implemented this kind of for one Daha Fazla
Certified Salesforce Developer and Administrator. Have hands-on experience of 2.5 years on Sales cloud and Lightning Delivered 4 projects on Sales Cloud
We are a small team of Salesforce Certified Developers with domain knowledge of 10+ years. We have worked dedicatedly on Apex Classes, Visualforce Page, Migration Tool and other programs in Salesforce as developers and Daha Fazla
I am PD1 certified Salesforce Developer. I have worked in couple project in last 2 years including LWC, Apex etc.
Hi I am an experienced Salesforce Developer, having 2 Years of experience in Salesforce Development. If you want to work with me, Please let me know. Thanks and Regards Prasenjit Haldar
I am experienced and certified Salesforce administrator and developer. I can do your work. I have good exposure in that. Thanks!
Hi, Having experience of more than 10+ years in Salesforce ,My expertise includes Visualforce ,Apex ,Lightning component,LWC and Triggers.I have done more than 30 complex integrations which includes Mailchimp,Lightspe Daha Fazla