Let's Try Sales Force Automation Pack!

An app pack is provided for you to add a set of related apps at once.
This section explains the Sales Force Automation (SFA) Pack with sample data to help you understand what is an app pack and how to use it.

Overview of SFA Pack

Sales Force Automation (SFA) Pack is an app pack that helps your sales force manage customers, projects, and activities in an integrated way.
The pack contains three apps: "Customer Management", "Project Management", and "Activity Tracker". The apps are integrated on kintone, enabling users to enter and use data across the apps.
The following features are integrated across the apps:

  • App actions
    This is a feature used to duplicate record data and create new records in a specified app.
  • Lookup
    Fills in fields with information retrieved from another app.
  • Related Records
    Filters and retrieves records from a specified app with conditions and displays the results in a list on a form.
Additionally, you can add entry fields to the apps or use other lists, graphs, notifications, reminders, and more to meet your specific needs.

Adding New Customer Information

When a sales representatives gets a new customer, with the app pack, the flow of business is as follows:

  • A sales representative gets a new customer.
  • The representative enters the customer information in the Customer Management app.
  • The customer inquires about a new project.
  • A representative enters the project information in the Project Management app.
  • The representative has a meeting with the customer about the project.
  • The representative enters the meeting information in the Activity Tracker app.
Business flow with the app pack illustration Using the integrated apps, sales representatives can add customers in the Customer Management app with multiple associated projects, and can also add projects in the Project Management app with multiple associated activities. This enables the sales force to manage various types of data in an integrated way.

Adding New Customers

  1. On the top page of the Customer Management app ("View" screen), click Add Record icon. Customer Management app Record List screen
  2. In the displayed form, enter data for each item and click "Save". Add a record on the Customer Management app screen

Adding a New Project Associated with the Customer

Perform the following procedure. This example uses the customer "Toda Net Solutions" provided in the sample data.

  1. In the Customer Management app, open the Record Details screen of the sample customer "Toda Net Solutions". Customer Management app Record List screen
  2. Click "Create New Project".
    The app action feature calls the Project Management app to open a new project screen with the Customer Name field populated with the appropriate value. Record Details screen for Toda Net Solutions
  3. On the new project screen of the Project Management app, click "Lookup".
    The lookup feature retrieves the department and contact information of the customer from the data source app. New project screen in the Project Management app
  4. Fill in the other fields and then click "Save".

Adding a New Activity Associated with the Customer

To add a new record for the customer, perform the following procedure. This example uses the customer "Toda Net Solutions" provided in the sample data.

  1. In the Customer Management app, open the Record Details screen of the sample customer "Toda Net Solutions". Customer Management app Record List screen
  2. Click "Create New Activity".
    The app action feature calls the Activity Tracker app to open a new activity screen with the Customer Name field populated with the appropriate value.
    You can also add an activity from the Project Management app by clicking "Create New Activity" on the Record Details screen. Record details screen for Toda Net Solutions
  3. Click "Lookup" to the right of "Customer Name".
    The lookup feature retrieves the department and contact information of the customer from the data source app. Screen for retrieving the department and contact information of the customer
  4. Click "Lookup" to the right of "Project Name". Screen for retrieving the details of the project
  5. Click "Select" for the project "Toda Net Solutions: Expense settlement system".
    The lookup feature retrieves the project name and other details from the data source app. Screen for selecting a project to retrieve the details of
  6. Fill in the other fields and then click "Save".

Viewing Information Integrated Across Apps

The SFA pack provides users with information integrated across apps. App integration illustration

Perform the following procedure. This example uses the customer "Toda Net Solutions" provided in the sample data.

  1. In the Customer Management app, open the Record Details screen of the sample customer "Toda Net Solutions". Customer Management app Record List screen
  2. In the "Projects" or "Activity History" section, click Image for a project or activity that you want to display.
    A screen appears to display the details of the project or activity that is associated with the customer.
    You can also edit the information for a project or activity on this screen.
    Additionally, in the Project Management app, you can click Image for an activity on the Record Details screen to display the details of the associated activity. Related Records screen for projects and activity history