Solving The Challenges For A Global Leader In Community Sports

Introduction:

Our customer is one of the global leaders in the creation and execution of community-driven sports partnerships underpinned by transformative technology.

They were using salesforce for maintaining tasks, events, and projects and creating the records. Salesforce is a platform on which you can organize your business contacts, products, vendors, and leads.

Challenges:

Our customer was facing difficulty to create and maintain the tasks, events, and Projects as they were entering the data manually.

• Our customer wants to create the project object records and related records like template, milestone, and task should be auto-inserted when an event, task, or record is created.
• They need project creation by setting the kick-off date.
• Tasks should be created based on each milestone and event type will be selected while creating the project.
• They need different content for milestone and task
• Our customer wants to update the description field and start the task from the corresponding Milestone.
• Start date should be updated based on the kick-off date of the project.
• They want the milestone records to be calculated based on the kick-off date and weeks.
• Existing milestones should be inserted into the project.

Solutions:

• We made a custom lookup on the project to choose what type of milestone & task is going to create for the project.
• Created three objects Template, Milestone, and Task used to insert the values in respective objects.
• Template Object is used to select if they need different content for the milestone & Task.
• Milestone Object is used to update the Milestone record name & Kick off date depending on the project kick off date.
• Task Object is used to update the description field on the Task & Update the start of the Task from the corresponding Milestone.
• Create an apex trigger on Project Object which run after insert & the record names & task details will be update for the respective task.