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Project proposal (1)

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4 views

Project proposal (1)

Uploaded by

lakshya.s
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Addweb Solution Pvt Ltd

Team Salesforce

LendingGuru
Objective

To create a dedicated Lending Guru application within Salesforce to manage all


Lending Guru-related data separately from the Sales App, ensuring streamlined
workflows, enhanced usability, and customized reporting.

Key Features:

1. Dedicated Lending Guru Application


○ Separate app within Salesforce exclusively for Lending Guru.
○ Custom branding and navigation tailored to Lending Guru’s
requirements.
2. Custom Pages for Key Objects
○ Lead Management: Create a Lightning Web Component (LWC) for
displaying leads in a tabular format filtered by Lead
Source(e.g.”Web”).
○ Account Management: Custom page for managing Lending Guru-
specific accounts.
○ Contact Management: Display all contact details related to Lending
Guru accounts.
○ Opportunity Tracking: Detailed view and management of
opportunities.
3. Enhanced User Interface
○ Customized dashboards and reports embedded within the app.
○ User-friendly LWCs for each object to display and filter data.
○ Custom search and filter options for quick data access.
4. Home Page for Lending Guru
○ Centralized dashboard displaying:
■ Quarterly performance metrics.
■ Monthly data insights.
■ Reports for specific date ranges as per client requirements.
5. Reports and Dashboards
○ Custom dashboards tailored to Lending Guru’s operations.
○ Automated reports for lead conversion rates, account growth, and
opportunity pipelines.

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