Create default Resource Assignments and Forecasts on an Opportunity
You’re the system administrator at Sunrise Shipping, and your company has been using Resource Hero to staff and allocate time for opportunities. New opportunities typically require the same six roles each time they are created, with a predetermined amount of forecast hours for each role.
One of your senior project managers, Elizabeth Kooler, recently heard from senior management that Sunrise Shipping won a bid to provide transport services for the U.S. Military. Knowing this exciting news means a significant increase in business, Elizabeth comes to you for advice on how she can reduce the time necessary to assign and forecast Resources for new opportunities.
Elizabeth has been creating each of the Resource Assignments manually and utilizing the Auto Forecast feature to add forecast hours. While this has been working well, Sunrise Shipping has seen incredible growth in new business over the past few months, and the amount of new Opportunities has increased substantially. With the increased workflow, Elizabeth has begun to wonder if there is a way to streamline this process.
You know that since Resource Hero is a 100% native Salesforce application, you can use the full suite of automation tools available to you on the Salesforce platform, including Flow.
Before we start building, we map out the high-level requirements for the automation:
- Create two new Date fields on the Opportunity object (Assignment Start and End Dates)
- One Screen Flow and One Autolaunched Flow
- A button to call the Flow that creates a predetermined set of Resource Assignments and Forecasts
See it in action
Because Resource Hero is built natively on the Salesforce platform, we can harness the power of Flow’s no-code automation to help you find solutions to your unique business challenges. This solution uses our Resource Hero App and out-of-the-box Salesforce tools available in your org.
Reach out to us to discuss how we can help you streamline your Resource Forecasting processes and Time Tracking needs.