Hi fellow community members,
i am in process of building an real estate application from scratch
before i start i just wanted to take your expertise on building a data model
my requirement is as below, any pointers on relationships/using standard objects or custom objects is helpful
XYZ Office Space is a real estate company that provide shared workspaces for startups and services for other enterprises. They act as an agency/broker between the landlord and tenant. Brief 1) They call everything accounts but the information they gather for each is very different 2) They have what they call deals which is where they record the value etc. 3) Deals are always against the tenant but need to link to the landlord so on a landlord record they can see all deals for them 4) Need to record properties against a landlord (a landlord can have multiple properties) 5) On a deal as well as a property they also have what they call ‘products' - these are things like cleaning, phone line, internet etc. 6) They would like to be able to add these to their deals
Kind regards,
yash
#Salesforce Architect #Master Detail Relationship #Custom Objects #Sales Cloud #Trailhead #Automation
You could look into the following:
Landlords would be the existing Account Object
Tenants would be Contacts related to a Landlord and when they stop being a tenant you could have a Status on the Contact object
Properties and 'products' would each be a Product which can be added to Opportunities to form Deals
Add a lookup on the Product object to Account and call it Landlord
