R
Rich Palarea
I'm abandoning my prevoius attempt at a salesforce automation (think lite
verions of Salesforce.com or ACT! for the web) application and looking for
either canned .ASP code or some simple guidance on building one. The pages I
built are working for creating accounts, but I can't figure out how to send
the logged in user session variable to the database to just retrieve their
records or enter new records. Should be simple via a cookie or other
session variable... Since I'm starting over, here are my requirements. Can
someone propose an easier way of doing this instead of re-inventing the
wheel?
I have Access and .ASP working on my server.
1. Each salesperson has an account (create & edit profile)
2. Each salesperson can enter and update their own leads
3. All salespeople can see leads in the system and various notes and
status, preventing disagreements, territory disputes, etc. The system will
also allow salespeople to leverage other leads with complimentary info
(dashboard view so when they are on a call they can query data and use
phrases like "We just did this project with Company X").
The application will be the foundation for a larger extranet, since my
salesforce are all independent contractors working around the nation.
I'm very comfortable poking around in code and figuring out what different
pieces are doing. Comfortable with Access, although I'm not sure how to
optimize it for the web world. I've been building websites for about 9
years. I own JBots and other WU products (page protect pro, etec.).
What would you suggest I do to get this project jumpstarted and built. I run
the company, so I would rather not spend a huge amount of time re-inventing
wheels that already exist...but I don't want to pay for stuff that I can do
relatively easily.
Thanks!
Rich
verions of Salesforce.com or ACT! for the web) application and looking for
either canned .ASP code or some simple guidance on building one. The pages I
built are working for creating accounts, but I can't figure out how to send
the logged in user session variable to the database to just retrieve their
records or enter new records. Should be simple via a cookie or other
session variable... Since I'm starting over, here are my requirements. Can
someone propose an easier way of doing this instead of re-inventing the
wheel?
I have Access and .ASP working on my server.
1. Each salesperson has an account (create & edit profile)
2. Each salesperson can enter and update their own leads
3. All salespeople can see leads in the system and various notes and
status, preventing disagreements, territory disputes, etc. The system will
also allow salespeople to leverage other leads with complimentary info
(dashboard view so when they are on a call they can query data and use
phrases like "We just did this project with Company X").
The application will be the foundation for a larger extranet, since my
salesforce are all independent contractors working around the nation.
I'm very comfortable poking around in code and figuring out what different
pieces are doing. Comfortable with Access, although I'm not sure how to
optimize it for the web world. I've been building websites for about 9
years. I own JBots and other WU products (page protect pro, etec.).
What would you suggest I do to get this project jumpstarted and built. I run
the company, so I would rather not spend a huge amount of time re-inventing
wheels that already exist...but I don't want to pay for stuff that I can do
relatively easily.
Thanks!
Rich