Add Property in Salesforce
The much-awaited development is complete!! Well, the initial development is complete enough for users to beginning adding properties to the system directly. Much testing has been completed to cover scenarios of different types of property addresses; however, all situations may not have been considered. If at some point a property address
Key Benefits of the new development:
- Ensure proper naming conventions are followed.
- Reduce the likelihood of entering duplicate properties in the system.
- Speed access to the record for users.
- Visual Errors notification for users.
Key Items for Users:
- Spelling cannot be automated - the system cannot prevent. Items miss spelled increase the likelihood of duplication. (Not my strength - But Users can COPY/PASTE without overwriting formatting).
- Direction capitalization - If a user is entered double letter navigation, the second letter cannot be capitalized. Additional development is being considered to overcome the shortfall. Directional indications should be entered in the street address field.
- Street Number - Will only allow numbers
- Contact record for the Broker/Seller should be in the system prior to adding the property or this field cannot be completed.
- Record Type is similar to Property however not exactly the same. For land the record type is always land and Property type is zoned type or highest and best use. Ensuring land is the record type and the property type is Highest & Best use assists Offer Analysts to provide the best market value when completing Offers.
- Record Ownership - The individual whom enters the record is the record owner. This is standard SF functionality.
- Duplicates - If the property is in the system this will be checked and return displaying the property is currently in the system and who the property is assigned to. What to do with duplicates
- Assigned Agent is part of the users region - Request your RVP to assign. Depending on the activity of the proeprty a property may or may not be available to be reassigned.
- Assigned Agent is NOT a member of your region - Request assignment change from salesforce@welfont.com. Again, depending o nthe activity of the property a property may or may not be available to be reassigned.
- Property Record - once the property meets developed standard, the standard lead/property page will be rendered to complete the qualification process and additional information.
Video Demo
Below is a short video displaying the process of adding a new property to the system.
Screen Shot Steps
The user will navigate to the Lead/Property tab
This is the default object page, the "New" button will display in the center of the Recent Lead/Properties section of the screen. NOTE: if you select the "Go" button to display filtered records the "New" button is no longer available
The user will be directed to a custom page for entering Lead/Properties records. This screen is broken down to each part of the property address. Why so many fields?
- The inputted data will be formatted to meet our naming conventions
- System checks for punctuation and misuse of capitalization
- Searches the system for the combination of street address and city to determine when the property is currently in the system (Beta*)
When a record is located in the system the following warning will be displayed with a display of the property address in the system, the agent assigned and the stage the record is currently in.
- If the search does not determine the entered property address is in the system, the user will be directed to another input screen to enter the additional data on the property.
- A final screen will display with all information entered for review for the user. If typos are determined from the review screen the user can utilize the back button to return to the input screen the make corrects.
- All Good! Select Save and the record is saved to the system and the user is will be redirected to the standard record view of a Lead/Property.
* Beta- this functionality is non native functionality. It is still be tested and modified as new situations have been determined to cause issues. There is backup functionality to the search checking the user may encounter after completing all the user input information and selecting the final save button. At which time there still may be a system error (as indicate the below). This a secondary measure to reduce duplication of a property address. Once the custom code has been worked through and determined the secondary measure can be eliminated.
