One of world leading companies of its segment required to automate their sales process in Salesforce, creating a series of dynamic forms for sophisticated product and terms selection, and approval processes.
SOLUTION AND TECHNOLOGIES
We implemented the huge multi-layered dynamic form with multiple sections created in real time, dependent on previously selected options, with complicated approvals logic, generation of PDF documents and custom implementation of multi-channel Chatter, working both in Classic and Lightning, including mobile devices.
Several departments of the customer company can now benefit on the common sales management tool that raises cooperation and internal interaction to the new level, and works seamlessly from any device anywhere at their locations around the globe.
Date: December 2017 ● Category: Sales Cloud / Salesforce Mobile
Many thanks for the completion of the scope in time! Further enhancements requests will definitely follow!