In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Brittanee Charles solves a disconnected sales process using custom objects, Flow, and App Builder. Learn how she approached building her solution and her tips for developing admin skills.
The problem
We had two different sales processes in our organization: land sales and home sales. Each process was complex, yet related. Everything starts with buying a piece of land, then building the home on that land, and finally selling the home. As anyone who has ever experienced a part of any of these steps knows, there’s a lot of complexity involved in each stage of the process. Our teams were having a hard time connecting the data from each of these processes across the organization, and there were lots of manual data entry points, which led to risks of user error.
The solution
Well, cue the #AwesomeAdmin theme song, because
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