Cloud Odyssey is pleased to introduce COEM, or Cloud Odyssey Estate Management, a new AppExchange-approved app. This is the one of the best applications for modern real estate organization’s because it integrates many of their processes. COEM is available and compatible to Salesforce Sales Cloud and its features are well organised for their efficient usage. You may now download and utilise this App Exchange product for real estate operations management on the Salesforce App Exchange.
We often witness employee burnout in real estate firms as to the kind of work involved in it. Now, our COEM is going to be a great help to mitigate employee burnout.
Cloud Odyssey Estate Management app can reduce your strenuous efforts and improvises performance with utmost precision. Exclusively, your Sales teams and loan departments can automate their processes in a way reducing the efforts to a supreme extent. Also, this is a great help to convert your leads into opportunities with the effective usage of this app. COEM is built on the top of Salesforce Sales Cloud and reap the maximum benefits in return by start using it today.
COEM Pre Installation Procedure:
NOTE: Before Installing the COEM package into any org, Below are the Pre Installation steps to be configured in your respective org.
Step1: Open any browser and enter Login.Salesforce.com
(https://login.salesforce.com/?locale=eu)
Step2: After entering the Login.salesforce.com another window will open up where you have to enter your Username and Password. After that click on the LogIn Button.
Creation of Custom Picklist Values in the Opportunity and Lead Object:
- Add a picklist values to the Lead Status Field from the Lead object as shown below with values.
Step 1: Click on object manager tab and go to the search box as shown in below screenshot for searching an object. Search for Lead object shown in the Below image.
Step 2: Go to Lead Status Field in the Fields & Relationships as highlighted in the below Image.
Step 3:To create a New custom picklist value, click on the New button in the Lead Status Picklist values Section.
Step 4: Now create a Custom Picklist Value Named as “Request for Brochure” As shown in below.
Step 5: Now Create the Below Mentioned Custom picklist values by following the above two Steps for below values.
1.Open – In progress
2.Request a Site Visit
3.Site Visit Completed
4.Site Visit Request Cancelled
5.Not available right now
NOTE:
Create the Lead Status Picklist values in the Below Mentioned Order only
Open – Not Contacted
Open – Contacted
Open – In progress
Request for Brochure
Request a Site Visit
Site Visit Completed
Site Visit Request Cancelled
Closed – Not Converted
Closed – Converted
Not available right now
After adding all the picklist values into the Lead Status field as shown in below.
- Create Custom picklist values in the”Stage” Picklist feild in the Opportunity Object as shown below.[1] .
Step 1: In the Object Manager search for Opportunity Object as shown in the Below image.
Step 2: Go to Stage Field in the Fields & Relationships as highlighted in the below Image.
Step 3:To create a New custom picklist value, click on the New button in the Stage Picklist values Section.
Step 4: Now create a Custom Picklist Value Named as “Basic Information” As shown in below and Click on Save & New Button.
NOTE: For Basic Information Picklist Value,
a)Choose Type as OPEN
b) Probability as 20%
c)Forecast category as PIPELINE
Step 5: Similarly, Create Below Mentioned Custom picklist values by following the above two steps.
1.Co-Applicant Information.
a)Choose Type as OPEN
b) Probability as 30%
c)Forecast category as PIPELINE
2.Property Information.
a)Choose Type as OPEN
b) Probability as 20%
c)Forecast category as PIPELINE
3.Decision Making.
a)Choose Type as OPEN
b) Probability as 30%
c)Forecast category as PIPELINE
4.Documents Verification.
a)Choose Type as OPEN
b) Probability as 50%
c)Forecast category as PIPELINE
5.Registration Process.
a)Choose Type as OPEN
b) Probability as 70%
c)Forecast category as PIPELINE
6.Payment Information.
a)Choose Type as OPEN
b) Probability as 90%
c)Forecast category as PIPELINE
7.Verifying Loan
a)Choose Type as OPEN
b) Probability as 70%
c)Forecast category as PIPELINE
8.Defining Loan
a)Choose Type as OPEN
b) Probability as 90%
c)Forecast category as PIPELINE
9. Approved
a)Choose Type as Closed Won
b) Probability as 100%
c)Forecast category as Closed
10. Rejected
a)Choose Type as Closed Lost
b) Probability as 0%
c)Forecast category as Omitted
NOTE:
Create the Opportunity stage Picklist values in the below mentioned order only
Prospecting
Qualification
Need Analysis
Value Proposition
I.d Decision Makers
Perception Analysis
Price Quote
Negotiation/review
Closed Won
Closed Lost
Basic Information
Co-Applicant Information
Property Information
Decision Making
Document Verification
Registration Process
Payment Information
Verifying Loan
Defining Loan
Approved
Rejected
COEM Post Installation Steps:
Note: Steps To be Followed / Complete After Installing COEM Package Successfully.
Step 1: Open the Google tab and enter Login.Salesforce.com
(https://login.salesforce.com/?locale=eu)
Step2: After entering the Login.salesforce.com another window will open up where you have to enter your Username and Password. After that click on the LogIn Button.
Creation Of a Domain Name and Force.Com Sites.
Step: In the Quick Find Box search for SITES and Enter your Domain Name(User Defined) and click on the Check Availability Button as shown in the below Image.
NOTE: The Domain Name Must be Unique across the salesforce.
Step:
If the Entered Domain Name is Available then check the CHECKBOX and Click on the “Register My Salesforce Site Domain” as highlighted in the Below Image
Step: In the Quick Find Box search for SITES and Click on the New Button as shown in below Image.
Step: Enter the Site Label and Site Name(Both are user defined) , and Click on the Active checkbox once the Site is created.
Click on the Active Site Home Page option as shown in the below image.
Step: Search for the UploadDocs Component from the search box as shown in below Image and add that component in Active Site Home Page
Step: After that Check the below mentioned checkboxes and Click on the save button.
Step: To enable the Profile Permissions for the site users Click on the Public Access Settings as shown in below Image.
Step: Enable the Apex classes and Visual force pages for the site guest profile as shown in below Images.
Add(Ctrl+Select) all the Apex classes except SiteRegisterController, SiteLoginController ,ForgotPasswordController classes into Enabled Apex Classes section and then click on save
Step: Enable the Visual force pages for the site guest profile as shown in below Image and click on Edit
Step: Enable the below mentioned Visual force Pages as shown in below images.
Step: Give the Profile level CRUD Permissions for both Standard and custom objects as shown below images.
Creation Of custom feilds in Custom settings:
Step: In the Quick Find Box Search for Custom settings and click on Email Sender Settings as shown in below Image.
Step: Click on the Manage Button under Email Sender Settings as shown in Below Image.
Step: Now Click on the New Button and Enter the Name and Display Name as mentioned below and Click on Save Button
Name:Sender Display Name
Display Name:COEM (COEM is our example name ). You can Mention your user defined display name.
Step: Click on the Email Setting as shown in below image.
Step: Under Email settings Click on the Manage Button as shown in below Image.
Step: Enter Your Name and From Email Address and click on save Button.
Steps to Create/Add the values to custom settings for Trigger.
Step: Click on the Trigger setting Label as shown in below Image.
Step: Under Trigger setting Click on the Manage Button as shown in below Image.
Step: create the mentioned below custom fields and also check the active checkbox under Trigger Setting.
- intrestedPropertyTrigger
- LeadTrigger
- OpportunityTrigger
- PropertyTrigger
- Site_Visit_Contact_Trigger
- UserTrigger
Check the active checkbox while creation of field (for all the fields).
Steps to create Community Site Link under custom settings:
Step: Click on the CommunitySiteLink Label as shown in the Image.
Step: Under CommunitySiteLink click on the Manage Button.
Step: Click on the New Button and Enter the Field values as mentioned below.
Name: URLSite
NOTE: Mention the SiteUrl Label as your Site Domain Name in the force.com sites
Below screenshot is the force.com sites Domain Name. From setup search with sites in the quick findbox and Click on the Site Label. Copy that domain name and paste it in the siteUrl.
Copy the domain name and paste it in the SiteUrl as shown in the below screenshot
Add custom fields to User Page layout
Goto Object manager and select User Object
In User Object, Goto User Page Layouts and click on User Layout
Drag The custom Fields to Additional Information section then save the changes. Check the screenshot below for the reference
Creation of Custom Picklist Values in the Lead Object:
- Add a picklist values to the Lead Source Field from the Lead object as shown below with values.
Step 1: Click on object manager tab and go to the search box as shown in below screenshot for searching an object. Search for Lead object shown in the Below image.
Step 2: Go to Lead Source Field in the Fields & Relationships as highlighted in the below Image.
Step 3:To create a New custom picklist value, click on the New button in the Lead Source Picklist values Section.
Step 4: Now create a Custom Picklist Values Named as “Broker & Channel-Partner” and under Record Type Name section check the Loan and Property check boxes As shown in below Image.
Creation of User
Create a new user with salesforce license and assign to sales rep profile. Please check the screenshot below for the reference.
Step: For sales reps profile,Under Additional Information section select the Designation picklist field as Sales Reps as shown in the below image.
NOTE:
1.Similarly repeat the above two steps to create another two users with salesforce License and assign them to Sales Manager and Telecaller Profile.
2.For a Sales Manager Profile, under the Additional Information section Is Manager Check Box has to be checked.
Enable Path Settings
Search for Path settings in the Quick Find Box and click on Enable button, Check the screenshot below
Mapping Lead fields with Opportunity on Lead object
Step: In the object manager, Go to the Fields and Relationships under the Lead Object and Click on the Map Lead Fields Button as shown in below Image.
Step: Switch to the opportunity tab and Map the Below mentioned Fields from Lead to Opportunity
1.Customer Address
2.Customer Email
3.Customer Name
4.Customer Mobile
5.Lead Priority
6.sales Contact Name
7.Vendor Employee Detail
Step: After mapping all the Mentioned fields from Lead To Opportunity Click on the Save Button.
