Hello all,
I'm hoping some architects can lend me some wisdom this morning as this challenge has left me stuck! Our sales organization utilizes an opportunity qualifying system called BANT and while I thought there might be a way to implement it into our sales process in Salesforce, I figured it was beyond my depth.
Earlier this week I stumbled upon this slick solution demoed by Salesforce on their Youtube channel...How I Solved This (shoutout to @Navigators Delivery @Jennifer (Jen) Lee ). For those of you without the time to watch it, Hayley uses custom metadata types, a custom object, & Flows to build a user-friendly wizard to log BANT-oriented questions and answers and to ultimately display BANT scores for each opportunity. You can imagine I was excited to see someone building an elegant solution for the very thing I hoped to bring into our org. While the demo is really well articulated, I tried my best to follow along and build out our own process using this example (and lots of pausing the video and squinting :)) but to no avail.
I'm able to build the custom metadata out as modeled in the video, but I'm having trouble understanding once you build out your custom metadata how you get it to "talk to/interact with" the custom BANT Score object. I have a feeling that's the key to setting up the flow properly but I'm out of my own ideas at this point. If it were possible to have a play by play of the same solution modeled in the video, that would be KILLER. Has anyone had success using metadata in this way? I think my brain is short-circuiting here :).
Anyone able to help this lost admin make something really cool for their team?
Hi Hoke,
Did you read the blog post that goes with the video?
