salesforce platform app builder spring 18

Make sure you set the Cache Control to Public. Right click and Download these three (3) images and save to your computer:Ĭontinue your preparation Upload the three (3) images to Static Resources Setup -> Object Manager -> Opportunity Configure the Case List View for Credit Check Queue Create a new picklist field on Opportunity

This will relate the opportunity to a case. Setup -> Queue Create Lookup between Case and OpportunityĪdd a new field of type lookup to the Opportunity object. Configure card images for Card Type picklist.Upload images for cards to static resources.Update Case list view for “Credit Check Queue” to include Opportunity.Create a Card Type picklist on Opportunity.Create queue “Credit Check Queue” for cases.Close Case Advise applicant of approval/rejection by email.

Case owner Approves/rejects Opportunity (closed/won or closed/lost).

Create a case for credit checking (linked to Opp).

Depending on card type and the limit applied for:.

Create an Opportunity (and link to account/contact).

Create a Contact record (and link to account).

Build a screen form (two columns with conditional fields).

Salesforce platform app builder spring 18