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Anytime Data Capture for Standard Sales Objects
Helps users input standard sales object data anywhere, anytime.
- Business Need
- Productivity
This component is an LWC & quick action for creating Lead, Contact, Account, and Opportunity data. We have combined the creation of data for these 4 objects into one easy component that you can use virtually anywhere (including digital experiences).
Highlights
Accessibility: Can capture data anywhere in a LWC or quick action can be used for these 4 Salesforce objects. Sales representatives can put data into Salesforce the second they get it with the quick access to this tool.
Ease: The Anytime Data Capture LWC provides a super-intuitive flow that walks the user right through creation. The user has the option to create as many records as they'd like (of these 4 object types) before closing the LWC.
Dynamic/Configurable: The user can configure which fields are shown for the picklist value selected through field sets on each object. Field set names correspond with options from the first picklist selection in each of the creation flows w/in the LWC.
Provider Details
QSOL Inc
Plymouth, MN
Provides Salesforce consulting services in the healthcare and wealth management industries. We have experience in customizing development in visualforce and lightning web pages, creating communities, and data integration.
Pricing Details
Free
You can fully use this solution without payment.