#8-references

1000% possible - lots of companies are using this these days instead of opting for an out of the box solution. It really depends on your SFDC Admin time for whether or not it's feasible.

My fav version is a case workflow, where a case can be created for each new request.

It's pretty straightforward, you get your SFDC Admin to create a custom case form related to reference requests.

From the request form POV: the case form brings in the opportunity record, has options for additional info (this will depend on your SFDC data and what's reliable) but examples include product(s), persona(s), open text for topics of conversation, etc.

From a servicing POV: you can pull a report of FY/Q and open cases, add the selected account into the case and add notes regarding who will be attending the call, etc.

The level of customization you'll need will depend on your product/sales culture/team structure.

I can't provide more than that as my examples are based on my client's workflows/instances so aren't mine to share. But there are a ton of folks using this approach so I'm sure someone else in here would be able to walk you through their set up.

@Mary Green (Owner CMAweekly) do you think we could find someone or a couple people who have built this to give a show and tell during a Friday session?
@Alexie Glover I don’t have Salesforce skills to build something myself. Would it be best to get a third-party consultant or a Salesforce consultant to work with to define a work flow and how to instruct a company salesforce admin on requirements?
<@U09MDKT5ML3> would you be open to sharing what you’ve built on a session with anyone interested?

@Jennifer Lyons you would work directly with your organizations Salesforce Admin to build a flow like this.

Would you be able to do screenshots and blur areas?

@Jennifer Lyons I have a client I can ask if they're willing to show and share with this group

That would be amazing