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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

Compétences : Salesforce.com, Ventes, Salesforce Lightning, Développement d'applications de ventes

About the Client:
( 0 commentaires ) Los Angeles, United States

Nº du projet : #32734196

9 freelances font une offre moyenne de 1661 ₹ pour ce travail

reubanrebello14

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 Plus

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Wahinnovations21

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 Plus

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omeumesh

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 Plus

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aakashtotlani

Certified Salesforce Developer and Administrator. Have hands-on experience of 2.5 years on Sales cloud and Lightning Delivered 4 projects on Sales Cloud

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nktld30

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 Plus

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kalashrastogi4

I am PD1 certified Salesforce Developer. I have worked in couple project in last 2 years including LWC, Apex etc.

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prasenjithaldar0

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

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girishnhbabu

I am experienced and certified Salesforce administrator and developer. I can do your work. I have good exposure in that. Thanks!

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radhanimbark007

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 Plus

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