Inamdar Brokers owns multiple buildings. They lease out units in their buildings to different vendors. Inamdar Brokers now want to manage their business using Salesforce.
1.Director(System Administrator)
-Director will add buildings and their units
-will approve/reject contracts created by coordinator
-can search contracts by building/vender name
2.Coordinator
-will add venders into the system
-create contracts based on bulding and their units
-will submit for approval
-approved/rejected alerts should be sent to vender
1.Standard Objects:
-Contact
2.Custom Objects:
-Buildings
-units
-contract
I have used two profiles with license of salesforce.(Coordinator and Director)
Director will have full access of all objects and tabs while coordinator is restricted at some extent.
Coordinator will report to director.
used master-detail and lookup-relationships.
created roll-up summary to have total cost of building on basis of unit's prices.
created vfpage for adding bulding and their units(Faced problems while adding multiple units).
created vfpage for contract search by vender/building name.
used slds in vfpage.
apex class for adding building and their units
helper class for adding multiple records of units
controller class for contract search
wrote trigger for validations on duplications(Total 3) and field update after approval of contract.
covered total 82% code and still working on it.
created email templates for contract created/approved/rejected
one approval process for contract approval.