Iqra Technology

❮ Previous Next ❯ VII. Opportunity Overview Opportunity (Standard): This object is used to manage deals and track their current status, ensuring that sales processes are effectively monitored and managed.We have customized the opportunity as below to better manage and track deals. Field Label Field Type Pick List Value Description Close Date Date NA The […]

❮ Previous Next ❯ VI. Lead Overview Lead (Standard): This object is used to capture and manage potential customers (leads) who show interest in your company’s products or services. Leads come from various sources, such as online ads, phone calls, real estate agents, and in-store inquiries. Field Label Field Type Pick List Value Description Budget

❮ Previous Next ❯ V. Sales Process: The process is start from Lead. Leads come from various sources, such as Google Ads, Facebook Ads, phone calls, email marketing campaigns and more.To keep track of all these campaigns, we store their details in the Salesforce Campaigns object. This helps us manage and analyze the performance of

❮ Previous Next ❯ III. Setup Custom Objects: To store projects, buildings, floors, and units details we have to create the below custom objects.Project (Custom): This object will store details about each of our real estate projects. By using the Project object, we can easily track how many projects we have and see the status

❮ Previous Next ❯ II. Standard and Custom Objects: We have customized the following standard objects in Salesforce:      o Campaign      o Lead      o Account      o OpportunityBelow is the list of custom objects that we need to create in the system.      o Project      o

❮ Previous Next ❯ I. Project Overview Company Details: ABC Corporation is a real estate based company specializes in developing and selling apartments (flats) and shops to customers. They have multiple projects, and each project consists of several buildings. Each building has multiple floors, and on each floor, there are various types of units, such