Electronic Generators Company “power.co” Org Setup
Three Apps are setup for this Org:
1. Sales App
Here sales can be fully managed.
2. Marketing App
Here Marketing Strategies can be Fully managed.
3. Service App
Here Services to customers can be fully managed. User will login as a Sales, Marketing and Support Manager and will be able to take a full view of the org.
Sales App consist of following objects and tabs
Web-to-case has been setup here so that customers can submit a form displayed on website and a case is created in the org automatically.
You can try this by submitting a form on
then view “Online received case resolution team” queue listview in cases tab in org. Your case would be created as expected and would be in the end of the listview.
Web-to-lead has been setup in this org so that we can generate leads Through our website form submission.
You can test this by submitting a form on
(don’t forget to select web as lead source)
then view the “leads managing team” queue listview in leads tabs.
The lead would be created as expected and would be in the end of the listview.
Two separate sales processes has been made for “opportunities more than $100000”
and for “opportunities less than $100000”
Customized Record Types and Page Layouts
Sales processes are assigned to separate opportunity Record types and customized page layouts are created for each record type.
Brand new separate paths with celebrations on closed won stage have been created for these two record types and are adjusted in opportunity record page right below the highlight panel.
Service console App:
This app consist of the following Tabs
Note: Standard objects are used
Email to case been setup in this org so that whenever an email is sent to specified email address (firstname.lastname@example.org here) a case is created automatically.
User try this whole process by sending an email to email@example.com then checking the cases tab and viewing “online received case resolution team” queue list view. Your case would be created as expected and would be in the bottom of the list view.
Case Assignment Rules
Case Assignment Rules are setup in this org so that whenever the case is created via email or web they are assigned to a relevant case Queue which is consisting of relevant members including Guest user who can resolve this case.
App consist of the following Tabs
Marketing app’s home page is customized in a way that it shows all Key points for a day in a glance.
Lead Assignment Rule
Lead assignment rule is setup so that leads generated through website would be automatically be assigned to a queue “leads managing team” consisting of relevant members including guest user.
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