-
Question on a salesforce case study
Case: I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
Reps need to be able to track their customer base, sales made and since left samples are at a cost they need to track how many samples each sales person is giving out and the associated cost. Create a basic system that will support these 3 needs.
These are only high level details, so feel free to make assumptions or ask questions.
Do not use the standard salesforce.com Opportunity object.So far, I'm thinking to create a custom object with master-detail relationship with Account, and lookup relationship with Product. Does this sound right? And from here, what would be my next step? How can I track the associated cost? (will I need a formula?)
I appreciate any help. Thank you so much!!
Log In to reply.
Popular Salesforce Blogs
Top New Features in Salesforce Reporting
In this blog, we are going to focus on a couple of the newer features in Salesforce Analytics that have been released over the past…
How can you Leverage Salesforce Digital 360 for your Business that Everyone is Talking About?
How to effectively develop your business – this is a subject that most business managers and owners grapple with within today’s highly competitive environment. The…
10 Tips For Slicker Call Handling & Improving Customer Experience with Salesforce
In today’s world of social media, Amazon, Uber, Airbnb and the like, smartphones, tablets, touchscreens and Smart TV’s is it any wonder that as customers…
Popular Salesforce Videos
The Only Salesforce Developer Video Tutorial Course You Will Ever Need!
A Salesforce developer is a programmer who builds Salesforce applications across various PaaS (Platform as a Service) platforms. A Salesforce developer has an understanding of…
How to Find Queries that Target a Data Extension in Salesforce Marketing Cloud
In this video, Cameron Robert shows how to find SQL queries in Automations that affect a specified Data Extension in Salesforce Marketing Cloud. Key Moments:…
Create Custom Object and Tabs in Salesforce Lightning Experience
In this video, Sanjay Gupta Tech School explains how to create custom objects and tabs in Salesforce Lightning Experience. Watch this video and learn all…