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Philip Berry
Matching Buying Preferences with Properties to create Potential Buyers
I have a use case that I am creating, and I would like to ask the community on some guidance on the best way to go about creating it.
We have contacts / Accounts with a related custom object "Preferences" - Preferences are buy preferences for purchasing a property (example - Property Type, Min Price, Size, etc.)
We have a custom object "Properties" and when they are put on the market, they become an Opportunity.
I am looking for a way to match Contacts / Accounts whom have Preferences that fit the criteria of the Property(Opportunity)
So, ideally when you click the opportunity record, there is a tab that has a list of Contact/ Account's preferences that match the criteria of the opportunity and would be labeled as potentials buyers
Any advice on how to set up this matching?
We have contacts / Accounts with a related custom object "Preferences" - Preferences are buy preferences for purchasing a property (example - Property Type, Min Price, Size, etc.)
We have a custom object "Properties" and when they are put on the market, they become an Opportunity.
I am looking for a way to match Contacts / Accounts whom have Preferences that fit the criteria of the Property(Opportunity)
So, ideally when you click the opportunity record, there is a tab that has a list of Contact/ Account's preferences that match the criteria of the opportunity and would be labeled as potentials buyers
Any advice on how to set up this matching?
Please update below code with comments and and work on UI and let me know if you have any issue. If This Code helps you please mark is solved and let me know.
Thanks
All Answers
According to my understand we can grab Property(Opportunity) id in lighning component and than we can create a lightning component which will showing your matching accounts/ contacts based on opportunity id.
If you are agree with this then i can provide you code of this which probably very easy.
Thanks,
Hemant
Yes, this is accurate. Only minor change is that it will be showing the matching Preferences from Accounts/Contacts.
Any help would be much appreciated!
Thank you,
Philip
You need a custom component in which you need to show preferences of all Accounts /contacts which is in the related list of opportunity.
Thanks
Please update below code with comments and and work on UI and let me know if you have any issue. If This Code helps you please mark is solved and let me know.
Thanks
I am sorry to bug you. However, I am having issues getting this code to work. I am just verifying I am coping it in the correct location. my coments on location are in the code below:
I am sorry, I am new to components. Can you advise. Thank you so much for your time
This is complete code and it gose in apex controller not in render.
If Your Problem has been resolved then please mark is solved.
Thanks,
Hemant
Thank you so much for your time and efforts. I will for sure mark this as solved and give you credit once I get it working. I am still having issues pulling in the fields to match.
Example:
Opportunities:
Record Example: Opportunity A:
Property Size- 1500 sqft
Property Price - $300,000
Property Location- Richmond, VA
Match to Contact Preference
Record Example: Preference BB:
Min size- 1,000 SqFt
Max Size- 3,000 SqFt
Min Price- $200,000
Max Price- $400,000
Property Area- Richmond
Opportunity Page- Match opportunity (Property) with Contacts who have preferences matching this criteria. When I click on a tab on Opportunity A: Preference BB should show up because it's buying preferences match the property criteria.w
I am still understanding the code. But as an example, this is what I am trying to accomplish
if you dont have any problem then we can connect on skype so we can discussed over there and i have sufficient access then i will made change in code infont of you.
I am available every day after 9:00 pm IST.
My Skype Id : sonihemant26
Thanks,
Hemant