A reusable approval and special-conditions framework
A configurable framework for approving special conditions on retail leasing deals, plus automated retailer account hierarchies.
- Client
- Vicinity
- Role
- Senior Salesforce Developer
- Through
- Cloudwerx
- Industry
- Retail property
How it fits together
Leasing deal
Retail leasing on Sales Cloud
Special conditions
Each needs different approvals
Approval framework
Driven by configuration, not code
Retailer account hierarchy
Multi-layer structures created automatically
Orange marks the parts I built.
The work
Retail leasing deals carry special conditions that need different approvals depending on what is being asked. I designed a Special Condition and Approval Framework that handles this through configuration, and automated the creation of multi-layer retailer account hierarchies.
Outcome
Leadership evaluated the framework for listing on AppExchange as a reusable product.
Skills used
- Apex frameworks
- Approval design
- Sales Cloud
- Flow
Next case study
Standing up a Service Cloud contact centre