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 1

  1. Navigate to Setup->Object Manager-> Lead -> Field and Relationships -> Click on “New” Button in the Upper right 
  2. Select Picklist Field, Click Next
  3. Field Label: Office Location, Values: select – Enter values with each value separated by comma (Input Values; Abeokuta Branch, Lekki Branch, Surulere Branch, Ikeja Branch, Ibadan Branch), Click Next 
  4. Field Level Security: Click Checkbox: Available, Click Next
  5. Add Page layout; Select all Page Layouts, Click on Save.

SOLUTION 2

  1. Navigate to Users -> Queues then click “New”
  2. Create the following Queues
      1. Label: Abeokuta Office, Queue Name: Abeokuta_Office, Queue Email:None, Selected Object: Lead, Click on Save
      2. Label: Lekki Office, Queue Name: Lekki_Office, Queue Email:None, Selected Object: Lead, Click on Save
      3. Label: Surulere Office, Queue Name: Surulere_Office, Queue Email:None, Selected Object: Lead, Click on Save
      4. Label: Ikeja Office, Queue Name: Ikeja_Office, Queue Email:None, Selected Object: Lead, Click on Save.
      5. Label: Ibadan Office, Queue Name: Ibadan_Office, Queue Email:None, Selected Object: Lead, Click on Save

SOLUTION 3

  1. Navigate to Setup -> Feature Settings -> Marketing -> Web-to-Lead, Click “Create Web-to-Lead Form” Button.
  2. Move the Field “Office Location” form Available objects to Select Object
  3. Deselect Checkbox “include reCAPTCHA in html”
  4. Click on Generate button
  5. Completely copy the generated code
  6. For Windows, Open a notepad, and paste text in notepad, click on “save”, Save as  File Name: WebtoLead.html, File type: All Files, Click on Save.
  7. For Macbook; Open TextEdit, Click on Format-> Click on “Make a Plain Text”, Paste the copied code, Click on Save, in Save As Dialog enter”WebToLead.Html” and click on Save.
  8. Click on Finish in the Salesforce Web form Generated

SOLUTION 4

  1. Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
  2. Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
  3. Click on Sales Agent Assignment, Sort Order=1, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Abeokuta Branch
  4. Select the User for Queue Assignment; Queue = “Abeokuta Office”, Click on Save
  1. Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
  2. Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
  3. Click on Sales Agent Assignment, Sort Order=2, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Lekki Branch
  4. Select the User for Queue Assignment; Queue = “Lekki Office”, Click on Save
  1. Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
  2. Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
  3. Click on Sales Agent Assignment, Sort Order=3, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Ikeja Branch
  4. Select the User for Queue Assignment; Queue = “Ikeja Office”, Click on Save
  1. Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
  2. Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
  3. Click on Sales Agent Assignment, Sort Order=4, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Surulere Branch
  4. Select the User for Queue Assignment; Queue = “Surulere Office”, Click on Save
  1. Navigate to Feature Settings -> Marketing -> Lead Assignment Rules -> Click on “New”
  2. Rule Name “Sales Agent Assignment”, Select the Active Checkbox and Save.
  3. Click on Sales Agent Assignment, Sort Order=5, Run this rule if ; Criteria are met, Field = Office Location, Operator = Equals, Value= Ibadan Branch
  4. Select the User for Queue Assignment; Queue = “Ibadan Office”, Click on Save