Client Onboarding App

Add users who will need access to the app. For our example, sales likely already has access but we may need to add our stakeholders in accounting and operations. Depending on permissions, you may need your Salesforce admin for this step.

Create a custom object called Onboarding with three fields: a multiselect pick-list for onboarding needs, a pick-list field called onboarding stage that includes your departments, and a long text field for notes. Add the object as a related list to your contact object.

Using Process Builder, start building out criteria and actions you identified in step 1 for each department. In our example, our onboarding process starts when sales marks an opportunity as closed and alerts accounting and operations of the win. You can chose to notify the users by email, Chatter, or Chatter group.

Create an app with Lightning App Builder to create the onboarding monitoring app. Include a related list component and path. Choose the onboarding object for data.

Once sales reps sign up any contacts as new business, they can add onboarding records to the contacts’ profiles, identifying their onboarding needs and following their progress.