Admin Assignment Task(All in one requierment)

 Design a system as per the below business requirement: (Lightning)

Persona:

· Account Sales Rep’s

· Account Managers

Teams:

Earth Team (queue)

Mars Team (queue)

Special care Team (queue)

Proposal Team (Public group)

Clearance Team (Public group)

Hierarchy:

Account Sales Rep’s report to Account Managers. Under one Account Manager, there can be 5-10 Sales reps. Account managers must be able to see opportunities belonging to all sales reps under them.

Requirements:

1. Our leads are generated from an external system, however, when they are loaded into salesforce, we would need them to be routed to different Queues.

· All leads with source “Earth” need to go earth team.

· All that have a source as “Mars” need to go to Mars team.

· Any lead record with no source should be assigned to the Special care team.

2. All leads will have a score associated which provides sales reps with an estimation of how good the lead is and the probability of converting them to customers and win deals, hence this value needs to be copied over to opportunity when an opportunity is created.

3. Create a custom profile ‘Algonomy Sales’ which will be assigned to all sales reps.

4. Sales reps need the ability to view, create, edit leads, contacts, accounts, opportunities that they own. Sales rep’s to have edit access on all fields under the above-mentioned objects.

5. Sales reps need the ability to see all the objects related to the salesforce sales cloud (account, lead, campaign etc., to name a few) in a single application called “Algo Sales”.

6. Every opportunity should be tagged to an Account Manager manually by sales rep. There must be a data (field) on the opportunity that indicates the account executive of that opportunity.

7. Create a field as follows: Total value of the opportunity is a field on opportunity which indicates the sales value of that opportunity. Sales values is nothing but, sum of amount(price) of all the opportunity line item added to that opportunity.

8. When “Total value of opportunity” on an opportunity is greater than or equal to 50K, then that opportunity needs to be approved by the corresponding “Account Manager”.

9. At any stage of an opportunity, sales rep’s need the ability to upload the documents to opportunity.

10. At different stages of opportunity certain documents are mandatory. Without attaching these documents sales reps will not be able to proceed stages of opportunity.

[Note: Naming convention for documents will not be followed, sales reps can name the document as per their wish]

Following are the stages and document mapping:

· On “Value Proposition”, “Costing Draft” word document needs to be uploaded.

· On “Proposal/Price”, “pricing detail” excel document needs to be uploaded.

11. When an opportunity is created and not worked on or moved to further stages within a week then an email alert needs to be fired to “Account Manager”, “Sales Rep” as a reminder.

12. Account Managers should have the ability to monitor (view, make changes, and delete) all opportunities belonging to all sales reps who report to them. Also, they should have the access to create reports on these opportunities.

13. When the ownership of the opportunity changes then both new and old owner needs to be notified via single email of the change.

14. When Opportunity is moved to “Proposal/Price Quote” stage “Proposal Team” needs to have access to the opportunity. Access should be given only when that opportunity is in this stage. If stage changes the access needs to be revoked.

15. When Opportunity is moved to “Negotiation/Review” stage “Clearance Team” needs to have access to the opportunity. Access should be given only when that opportunity is in this stage. If stage changes the access needs to be revoked.

16. Finally, when the opportunity gets closed won all the stakeholders (Opportunity teams) involved in the deal (opportunity) need to be notified via email.