Course Content
Estate CRM New Customer Journey
The Salesforce Admin has several meetings with the Heads for Sales Operation, Customer Service and Finance Operations and the generated the following customer on-boarding and Instalment management journeys; 1) Sales Agent collects customer information in Salesforce App 2) Sales Agent Follows up with Prospect by calling, if Customer Agrees to move forward, Sales agent converts lead to opportunity 3) Quotation Stage: Sales Agent sends a quotation to customer via email, if customer agrees quote, the Sales agent advise customer to make first instalment (deposit). 4) Deposit Stage: Sales agent outlines duration of instalment and how much the customer pays at first instalment, the customer makes payment and sends receipt. 5) Agreement Stage: An agreement email is sent to the customer stating the first deposit, monthly instalment and total asset cost. 6) Instalment Stage: Each Instalment is sent to Finance Team email (finance@estate.com), the finance team uploads payment each receipt to the instalment object till instalment is complete.
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Estate CRM App Installation
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DEPOSIT AND INSTALMENT RECIEPT AUTOMATION Skill Practice
Salesforce Sales Cloud Practice Module Using Estate CRM
About Lesson

SOLUTION FOR DATA MIGRATION

  1. First Identify the following record ID which will be used to update records in the following objects;
    1. Account ID Field in General Estate Opportunity Records
    2. Opportunity Number Field in General Estate Payment Instalment. 
  2. To Get the Id Select the record for eg Sule Adamu Account and copy the following URL id: https://YourInstanceName/lightning/r/Account/0018d00000XYf0dXXX  (copy the bolded text only and add to General Estate Opportunity Record CSV column “Account Name”)
  3. Same thing for Opportunity Field for General Estate Payment Instalment, https://YourInstanceName/lightning/r/Opportunity/0068d00000FH6DcXXM (copy the bolded text only and add to General Estate Payment Instalment Record CSV column “Opportunity Name”)
  4. Save both CSV File and they are ready for upload
  5. Navigate to Setup -> Integrations ->Data import Wizard
  6. Upload the Files in the following order; 
    1. General Estate Customer Records to Account Object
    2. General Estate Opportunity Records to Opportunity Object
    3. General Estate Payment Instalment to Payment Instalment Object.
Exercise Files
General Estate Payment Installment Records.csv
Size: 1.99 KB
General Estate Opportunity Records.csv
Size: 614.00 B
General Estate Account Record.csv
Size: 208.00 B