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ArmanM Help capturing info
Hi,
I need to implement a new way to capture some info for opportunities. Here are some details on how this process should work -
1) I want to capture plans for product, call it Product Plan
a. These plans need to be connected to a opportunity
b. Each Product Plan was two types of plans (Regular & Promotional)
c. User can fill out either/or(AND/OR) plan types
d. More than 10 product the plans can be generated for (Product A, B, C.. etc)
e. User can pick one or more product for a plan
2) Fields for input for the plans include
a. Name
b. Quantity
c. Rate
d. Value (b*c)
e. comments
d. start and end date (Comes from the opportunity)
What I was thinking is that If I had some way to start a process where the user will start by picking:
1) What is the plan type - (Regular, Promotional, or both)
2) Then, what are the products (Multiple picklist) - (Product A, B, C .. etc)
3) User will be filling out plan information(fields) about the products
Note - Will need to be in such way that users can go back, edit and/or add new plans
I'm really confused how to go about this, how can I have this type of process in our Salesforce system.
Thanks,
Arman
I need to implement a new way to capture some info for opportunities. Here are some details on how this process should work -
1) I want to capture plans for product, call it Product Plan
a. These plans need to be connected to a opportunity
b. Each Product Plan was two types of plans (Regular & Promotional)
c. User can fill out either/or(AND/OR) plan types
d. More than 10 product the plans can be generated for (Product A, B, C.. etc)
e. User can pick one or more product for a plan
2) Fields for input for the plans include
a. Name
b. Quantity
c. Rate
d. Value (b*c)
e. comments
d. start and end date (Comes from the opportunity)
What I was thinking is that If I had some way to start a process where the user will start by picking:
1) What is the plan type - (Regular, Promotional, or both)
2) Then, what are the products (Multiple picklist) - (Product A, B, C .. etc)
3) User will be filling out plan information(fields) about the products
Note - Will need to be in such way that users can go back, edit and/or add new plans
I'm really confused how to go about this, how can I have this type of process in our Salesforce system.
Thanks,
Arman
Please drop an email to discuss, we have faced similar scenarios with our clients.
samr@expsoltech.com