-
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
Syncing Knowledge-Base Articles From Zendesk to Salesforce
Zendesk and Salesforce are two of the most widely-used platforms for storing knowledge bases. While there are multiple benefits of having a knowledge base, it…
Top 12 Salesforce Winter ’19 Features
It’s been a busy month for Salesforce. With the most awaited, world’s greatest tech conference, Dreamforce 2018 unveiling today and the launch of Winter ’19 Release, we are…
Popular Salesforce Videos
How To Set Up Gmail With Salesforce | Salesforce Development Tutorial
Learn how to set up Gmail with Salesforce. The following points will be covered in this tutorial - 1. Lightning for Gmail Get a brief…
Interested to Learn Salesforce? But Unsure Where to Start?
Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with…
AMPscript Case Functions - Salesforce Marketing Cloud Functions in 5 minutes
Cameron Robert steps through how to use the Upper, Lower and Proper Case Functions in AMPscript. Cameron also takes a closer look at the ProperCase…