Overview
Agent Elite is a Software as a Service company supplying over 7,000 Realtors & Agents with Top-shelf, white glove services for all things Real Estate. My role at Agent Elite is to take care of our Intranet & CRM needs through the use of Salesforce. Custom Apex, Flows, Lightning components and more have helped craft a truly unique experience for Agent Elite's Team.
The Upsell Widget
Through the use of a Screen Flow, custom Apex, and our own local Laravel server, I constructed a widget that allows Agent Elite’s Customer Service team to easily Upsell products to existing clients.
When the form is processed, my Apex code will package up all the necessary data and send it to our Laravel server to be processed. From there, Laravel makes a call to DocuSign’s API to dynamically generate a Contract.
Once the client has signed the contract, that response then goes back to our Laravel server, which then reaches out to Stripe to process payments, then back to Salesforce.
The Final Call
After Laravel has finished with Stripe, it will then send some information back to Salesforce. This includes copies of the Client’s contracts in PDF form, as well as the creation of a custom Upsell Object within Salesforce.
This object will keep track of every step of the process, letting Customer Service know if any errors or issues arise. Those are taken care of through the use of Automated Case Generation.
If an error occurs, the Apex code will determine which step of the process they are in and create a Case accordingly, sending it out to the proper Queue it needs to be in.
The Billing Widget
Another key factor in helping the Billing and Customer Support teams is to give them quick and easy access to a client’s current Billing records.
Using a Lightning Component with a little Apex code, I’ve constructed just that. This widget will grab the current account’s ID, then fetch all of their Asset objects.
A couple loops and calculations later, and the Apex returns the formatted data back to the Front End.
The Lightning Component then retrieves that data to be shown to the Employee in a nice, easy to read format.