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Custom Page to Update the Multiple Record Owners in Bulk
Developed a custom Salesforce solution with bulk ownership updates, advanced filtering, and pagination for efficient data management.
Customer
Mortgage Company
Country / Region
United States
Industry
Real Estate
Highlights
Bulk Ownership Updates
Enhanced Data Navigation
Individual Record Selection
Advanced Filters
Client Requirements
User-Friendly Interface
Design an intuitive interface that simplifies the process of assigning opportunities to another user, complete with a confirmation popup for task completion assurance.
Pagination Functionality
Include pagination to navigate through large datasets seamlessly, improving data management and analysis.
Bulk Updates for Record Ownership
Develop a custom page to facilitate bulk updates of record ownership within the company’s database, reducing manual efforts and operational bottlenecks.
Advanced Filters
Implement filters such as partner opportunities, today’s opportunities, etc., to enable quick and targeted data overviews for decision-making.
Challenges
Manual Ownership Updates
The absence of a dedicated bulk update mechanism led to time-consuming and manual efforts in updating record ownership.
Limited Data Overview
Obtaining a quick overview of specific datasets for decision-making proved challenging, hindering the client’s ability to respond promptly to opportunities.
Complex Data Navigation
Navigating through extensive datasets was cumbersome, leading to difficulties in identifying and addressing specific records.
Inefficient Opportunity Assignment
The existing process for assigning opportunities to another user lacked efficiency and a user-friendly interface.
Solutions
Bulk Updates for Record Ownership
Developed a user interface by using Lightning Web Component (LWC) for users to select multiple records, define new ownership, and initiate the batch process.
Advanced Filter Options
Implemented dynamic SOQL queries in Apex to support filters like partner opportunities, today’s opportunities, etc. Implement custom metadata or configuration settings to manage filter options flexibly.
Detailed Examination
Build a detailed view component in LWC that fetches and displays individual opportunity details. Implement data caching strategies to enhance performance and reduce API calls.
Pagination Functionality
Implement server-side pagination in Apex controllers to retrieve data in chunks based on page size and current page number. Use query locator or stateful iterators for efficient data retrieval.
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Technical Stack
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COMPANY
Our client is a leading real estate mortgage company focused on optimizing data management and operational efficiency. They required a custom solution to streamline bulk ownership updates, enhance data navigation, and improve decision-making processes.
Conclusion
In conclusion, the implemented solution successfully addressed challenges, providing an advanced and efficient tool for bulk record ownership updates. The integration of Lightning Web Components, Apex, HTML, and CSS resulted in a powerful solution tailored to the specific needs of the mortgage industry.
Benefits
Time and Resource Savings
Pagination functionality enhances user experience, allowing easy navigation through large datasets without overwhelming the user.
Improved Decision-Making
The solution empowers users to make informed decisions by providing quick data overviews and efficient bulk update capabilities.
Improved User Productivity
A user-friendly interface with intuitive navigation and task confirmation features enhanced user productivity, reducing the time spent on data management tasks.
