Ranjith Krishnan

Mutual Fund (Sales Cloud)

Project Description :

About the client :

Business Flow :
Technical Requirements :
Possible Interview Questions :

ABC Mutual Corp

Salesforce Org: Unlimited Edition
User License (Salesforce ) : 350+
Main Objective: Selling Mutual Funds

Mutual Fund (Investors )

ABC Health Care MF (100 User => $200)

Q:: What type of mutual funds?

They are selling mutual funds through financial advisors

Q:: Who are financial Advisors?

They belong to some company.
They are certified agents who can sell the mutual funds.

Account & Contact will have the details of financial advisors

Account
(F1 Limited )
Contacts ||
------------------------------------------------------------------
| | |
David Wilson Robert
| | |
MF1 MF2 MF4, MF3 (FundOptions__c)
MF2
MF3

Q:: How to know which funds are handled by each financial Advisors?
Funds are stored in a custom object - fundOptions__c

How the new financial advisors are created in the system?

1. ABC Mutual Corp will get the data from third party agency about the financial details
(SalesVision - app exchange will upload data into salesforce objects - account & contact)

2. There is a batch apex job run at 6 PM and get all the details of financial advisors such as name,
phone, location, time to meet, which funds are handled by them.
- this job will email all the above details to the sales agents of ABC mutual corp

Ranjith Krishnan
Capital Info Solution, Ameerpet 1
 Ranjith Krishnan
Step 1: Account Object => Start Query

Step 2: Get alll the contacts for each Account => Execute Method
Get funds handled by each contact (finanical advisors) and create a message using visualforce
email template.
Create a PDF and send email with pdf attachment.
Use MassEmailMessage (bcos we are using VF Template)
Sales Agents (SalesAgent__c) - email field

Q:: How to write a batch apex?

How to group the record based on contact?
How to send email from apex?
WHat is the diff between SingleEmail and MassEMail?
How to send email using visualforce email template?
How to schedule the job only at weekdays 6 PM?
How to create a PDF in apex?
How to create email with attachment?
How to know the total number of financial advisors scheduled for all agents?

When Sales Agent meet the financial Advisors?

PDF
name value Fin Adv Name
Fund details $300 David

1. Open a contact record - Custom Button -> VF page

<sort the table, fitler table based on fund value>
------------------------------------------------------------------------
Fund Name | Value | Subscribe | FundsScore |
------------------------------------------------------------------------
MF1 Yes 10
MF2 Yes 10

submit

2. Insert row into fundOptions__c (child to contact)

Q:: How to add custom object int contact layout (standard layout)
How to create VF page with data from different object?
How to display table with sorting and search text box

Custom button 'AddValue'

Custom button on VF page. Marketing Head will analyse the funds and various other criteria to
enable the items such as
Financial Advisor Name | Funds Subscribed | fundScore | Gifts | Order
David MF1 100 Bag Yes

Ranjith Krishnan
Capital Info Solution, Ameerpet 2
 Ranjith Krishnan
OrderTable__c and email to user in OrderDept
Name
Email
Address

Order Department
Review it - Place the order manually

Trigger Scenario:
Opportunityhunter: Opportunities would flow from third party through Opporunity hunter.
Trigger:
Opportunity => wrong data 3M => priority => sales rep =>

after insert
if(amount > 3M)
priority
industry

Send email to agents based on amount, priority

task for the opportunity
whatId, WhoId

Q:: What is trigger.old, oldMap, context variables

How to send email from trigger
How to call out from trigger
How to call batch apex

Process Builder Scenario

=> Opportunity > 15 M => Public Group => Visualforce Email Template
Closed Won

Visualflow

Reference Sites
http://go.broadridge1.com/opportunity-hunter refer this
https://www.thebalance.com/best-vanguard-funds-to-hold-long-term-4154689 fund types

3. Each sales agent will meet the respective financial advisor.

Ranjith Krishnan
Capital Info Solution, Ameerpet 3