Becoming a Salesforce Certified Technical Architect - Second Edition by Tameem Bahri

Author:Tameem Bahri
Language: eng
Format: epub
Publisher: Packt
Published: 2023-01-15T00:00:00+00:00

Note

Salesforce has retired Process Builder and workflow rules as of the Winter ‘23 release. While the current workflow rules and process builders will continue to run, you will not be able to create new automations using these tools. These tools should not be considered part of your solution.

Your proposed solution could be as follows:

I propose utilizing the lead process functionality to define multiple lead processes with different lead statuses. Then, create a Salesforce record-triggered flow to automatically create tasks and assign them to the lead owner upon updating the lead to a specific status. The flow can be configured to utilize criteria-based branching logic, and this will allow us to create a different set of tasks depending on the lead status.

Once the lead is qualified, it must be converted into an opportunity and automatically handed over to the country’s sales operations team.

This requirement does not specify whether the lead conversion should happen automatically or whether it is fine to stick with the manual process. You can assume one of these and base your solution on it.

By default, when the opportunity is created out of a lead conversion, it is owned by the same user who owns the converted lead. You need an automation process to assign it to the sales agent’s queue in that country.

Your proposed solution could be as follows:

The scenario did not specify whether the conversion has to happen automatically; therefore, I am assuming it is done manually by the lead owner. Once the lead is converted into an opportunity. I will utilize a Salesforce record-triggered flow to set a sales agent from the target country as the owner of the opportunity. I am assuming that there is a pre-defined user specified for each country. The flow will also add the country’s sales operations users to the opportunity team. I am also assuming a limited set of users per country.

The sales operations agent will follow up with the deal. The agent should be able to create quotes and negotiate them with the client.

This is standard Salesforce functionality. The sales agent has a Sales Cloud license, therefore, can work with the quote object.

Your proposed solution could be as simple as the following:

The sales agents will be assigned a Sales Cloud license; this allows them to create and update quotes. This is standard Salesforce functionality.

Remember to use your diagrams while explaining the solution. The actors and licenses diagram (such as the one you saw in Figure 8.1) is particularly useful in this case.

Once a quote is accepted, the agent updates the opportunity to the contracting stage.

The main requirement is to automatically create a contract out of the closed opportunity, which can easily be done using flows or custom-developed code. The scenario did not specify any advanced contract creation logic to justify proposing a third-party solution.

There are several CLM solutions out there on the market, including some available on AppExchange, such as Apttus Contract Management, DocuSign CLM, and Conga Contracts. They provide advanced contract creation and negotiation functionalities. However, that has not been requested in this scenario.

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