Agile Requirements Designer

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Is there a sample model for Simple CRM flow?

  • 1.  Is there a sample model for Simple CRM flow?

    Posted 03-02-2019 06:40 AM

    I am looking for a sample model for CRM flow like in SalesForce with business objects like user, account, leads, opportunity, etc.

    Looking at the use case I found it particularly complicated as there are lot of dependent fields and a layer of visibility based on user's role.

    Is there a simple way to design this?

    #salesforce ##salesforce #crm 



  • 2.  Re: Is there a sample model for Simple CRM flow?

    Posted 03-13-2019 11:32 AM

    Hi Chris_Hackett.. can someone please help me out on this?



  • 3.  Re: Is there a sample model for Simple CRM flow?

    Posted 03-13-2019 11:36 AM

    Hi Gunesh - This needs to be responded to by someone from the product team. sespa01  might you be able to help? Thanks!



  • 4.  Re: Is there a sample model for Simple CRM flow?

    Posted 03-13-2019 11:41 AM

    I am sorry but I and my team are not aware of any CRM example flow. 



  • 5.  Re: Is there a sample model for Simple CRM flow?

    Posted 03-25-2019 01:24 PM

    Would it help if I provide a business case/ flow?



  • 6.  Re: Is there a sample model for Simple CRM flow?

    Posted 03-26-2019 11:01 AM

    Yes that may help.