Ingredients

Lightning App Builder
Custom Object
Lighting Flow

Department

Sales

Anna headshot

Client Onboarding App

by Anna Rodriguez

Directions

  1. Map out your existing client onboarding process — from signature to a finalized customer onboarding, or from signature to product delivery, depending on your business.

    Trailblazer Note

    Don’t worry about detailing out every part of the onboarding process for now — just identify the departments and stages to onboard. You can always add in detail as the app matures.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

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