Apex Developer needed for Salesforce Account Assignment Triggers
- INR 5062.7 Hourly Payment
- 3 Weeks
-
Hello! We'd like to find a Salesforce apex pro to build some automation around Account Assignment, and operationalize the new Rules of Engagement we'd like our sales reps to follow.
Desired behavior:
* LIMIT ACCOUNTS: Account Executives may own no more than 100 accounts (excluding accounts with an open opportunity)
* MINIMUM HOLD: Must keep account in their name for at least 14 days after taking ownership
* AUTOMATIC REMOVAL AFTER 60 DAYS: Account ownership automatically reverts to administrative user if there is no sales activity for 60 days
* 10 DO NOT REDISTRIBUTES: Each Account Executive may mark up to 10 accounts they own "Do Not Redistribute," and those are not subject to the auto-removal rule above.
Proposed design (but your expertise/input is very welcome here!):
* LIMIT ACCOUNTS: Apex Trigger that fires on account ownership change - counts number of accounts owned by user, excluding those where "Is there a current open opp?" formula field = TRUE, and if total is 100+, block the action and show an error message
* MINIMUM HOLD: Less sure on this one, but perhaps we "stamp" a date field with TODAY() when account moved into AE's name. If anyone but admin user tries to change the owner before that date + 14, they receive an error message. I would prefer to use declarative automation + validation rule here if it's possible!
* AUTOMATIC REMOVAL AFTER 60 DAYS: Scheduled Apex job that periodically moves accounts into administrative user's name when Last Sales Activity (custom field we already have built) is 60+ days in the past.
* 10 DO NOT REDISTRIBUTES: Trigger to count number of accounts per AE that have custom field Do Not Redistribute marked TRUE. Only 10 permitted at any given time. The Automatic Removal job should ignore these accounts.
Open to other designs - whatever will get the job done in the most efficient, elegant way!- Project Type:One-time project
Skills and expertise
Platform ExpertiseSalesforce CRMScripting & Automation DeliverablesAutomation