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CASE STUDYFINTECH · SALESFORCE LWC GUIDED SELLING WIZARD

Symphony

A guided selling wizard inside Salesforce that replaces error-prone manual data entry, enforcing product rules, auto-creating opportunities and quotes, and gating approvals.

74Weeks operated
2k+Hours of work
3Engineers

The brief

Replace manual, error-prone Salesforce data entry for Symphony's sales team with a guided, rule-enforced multi-screen wizard that enforces product-family business rules, automates opportunity and quote creation, and supports a custom approval gate — while simultaneously modernizing the org's automation layer by migrating legacy Workflow Rules to Flows.

What we built

A two-phase Salesforce CPQ-style guided selling and order management system for Symphony (fintech communications platform). Phase 1 (Nov 2024–Feb 2025): a 3-screen LWC wizard on the Account page enabling sales reps to create/select SYM Opportunities, configure Messaging and Federation products with complex business rules (free-license caps, channel quantity constraints, dependent picklists), review/edit Opportunity Line Items inline, generate Quotes programmatically, and route for custom approval. Phase 2 (Sep 2025–Apr 2026): full migration of 40+ legacy Workflow Rules to Record-Triggered Flows across 8+ objects, plus a new C9 Order Form with a parent LWC router detecting record type to load the correct form (SYM vs C9), bulk creation of 3 linked C9 Opportunities in a single transaction, and a "Link Existing Opportunities" flow with checkbox selection (max 3), Order Type deduplication validation, and integrated product configuration.

⊛ Live in production

Phase 1 fully deployed to production (Feb 26–27, 2025) via change set: Account-to-Opportunity wizard (Screens 1–3), product configuration with Messaging/Federation/Other product families, Quote generation, and custom approval process. Phase 2 workflow-to-flow migration and C9 Order Form built and demo-ready as of Dec 2025; C9 Link Existing Opportunities feature regression-tested and documented as of Mar 31, 2026.

How it was built, phase by phase.

8 workstreams across 74 weeks of operated delivery

  1. (001)DISCOVERWeek 1–4 (Phase 1: Nov 2024); Week 1–4 (Phase 2: Sep–Oct 2025)

    Discovery & Architecture: Salesforce Org Analysis

    Deep-dive analysis of Symphony's existing Salesforce org covering object relationships, field dependencies, existing automation, validation rules, record types.

    ✓ Full blueprint of existing Salesforce org architecture, dependencies, and automation landscape enabling safe Phase 1 and Phase 2 development

    SalesforceApexSOQLChange Set
  2. (002)BUILDWeek 2–8 (Nov–Dec 2024)

    Account-to-Opportunity Guided Flow (LWC Screen Flow)

    A multi-screen Lightning Web Component guided wizard launched from the Account detail page allowing sales reps to create or select an existing SYM-type Opportunity.

    ✓ Deployed lightning button on Account page triggering guided wizard to create or navigate to SYM Opportunities

    Salesforce LWCApexSOQLLightning DatatableNavigationMixin
  3. (003)BUILDWeek 3–10 (Oct–Nov 2025)

    Workflow Rule to Flow Migration (Phase 2)

    Systematic migration of 40+ legacy Salesforce Workflow Rules across Account, Opportunity, Contact, Lead, and custom objects (Jira Issues, Partner Interest, Solution Architect Action Items.

    ✓ Full workflow rule inventory migrated to Salesforce Flows, with change sets deployed and tested per rule group

    Salesforce Flow BuilderRecord-Triggered FlowsWorkflow RulesChange SetApex Bypass
  4. (004)BUILDWeek 4–14 (Nov 2024–Jan 2025)

    Product Configuration Flow – Screen 2 (Messaging & Federation Products)

    Complex multi-product configuration screen within the LWC wizard, handling Symphony's Messaging and Federation product families.

    ✓ Functional product selection screen supporting Messaging, Federation, and Other product families with enforced business rules

    Salesforce LWCApexProduct2PricebookEntryOpportunityLineItem
  5. (005)BUILDWeek 11–14 (Nov–Dec 2025)

    C9 Order Form – Dual-Form LWC with Multi-Opportunity Creation

    Phase 2 extension adding a C9 product order form alongside the existing Symphony form. A parent router LWC (renderOpportunityProductFormLwc) detects record type and conditionally loads the correct form.

    ✓ C9 Order Form LWC operational on both Account and Opportunity pages with correct form routing and bulk opportunity creation

    Salesforce LWCApexSOQLOpportunityProduct2Record Type
  6. (006)BUILDWeek 12–16 (Dec 2024–Jan 2025)

    Product Review & Edit Screen (Screen 3 – PreviewOpportunityProducts LWC)

    Third screen in the guided wizard rendering a read/edit view of all Opportunity Line Items added to an opportunity.

    ✓ Live preview and inline editing screen for opportunity products with full CRUD capability and real-time totals

    Salesforce LWCApexOpportunityLineItemLightning ModalshowToast
  7. (007)BUILDWeek 16–18 (Jan–Feb 2025)

    Quote Generation from Opportunity

    Backend Apex class (QuoteConfigController) and LWC handler to programmatically generate a Salesforce Quote from a configured Opportunity, with navigation to the Quote detail page upon creation.

    ✓ One-click quote generation integrated into the end-to-end guided selling flow

    Salesforce ApexSalesforce LWCQuote ObjectNavigationMixin
  8. (008)BUILDWeek 17–20 (Jan–Feb 2025)

    Custom Approval Process for Opportunity Products

    Design and implementation of a custom (non-native) Salesforce approval workflow for Opportunity Line Items, including an approver-view LWC screen, action buttons, notification triggers.

    ✓ Custom approval workflow enabling managers to review and approve product configurations before quote generation

    Salesforce ApexSalesforce LWCApproval ProcessTriggerFormula FieldEmail Alert

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