Some details
There is a healthcare company that sold software into hospitals. Their requirement is to set up a checklist [3 color setup] which will be filled by a sales rep for the business process to close won an opportunity with the feature of a Submit button. Our Solution was: Create a checklist for every Opportunity stage and when a field is empty, a red cross would appear indicating the checklist is not yet complete Create a Submit for
Approval Button which approves the checklist once it is fully completed and the stage moves forward once the checklist is ticked green.Cloud Analogy is a premier Salesforce development company that helps organizations across the world in planning, designing, implementing, and transforming Salesforce-based business solutions. We help you identify the right Salesforce.com product and guide you with the right customizations.
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