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Releases: jwemmlinger/sf-opportunity-handoff

v1.0.0 - Initial Release

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@jwemmlinger jwemmlinger released this 27 May 20:58

Opportunity Handoff Component v1.0.0

Initial release of the Salesforce Opportunity Handoff Lightning Web Component.

🎉 Features

  • Pre-Handoff Task Checklist - Visual progress tracking with completion percentage
  • Underwriter Selection - Choose from available underwriters in your org
  • Action Plan Templates - Select from Standard, Expedited, or Complex review workflows
  • Task Preview - See what tasks will be created before handoff
  • Smart Validation - Warning indicators for incomplete or overdue tasks
  • Automated Case Creation - Creates underwriting case with tasks
  • Stage Automation - Updates opportunity stage to "Underwriting"
  • Chatter Notifications - Notifies assigned underwriter

📦 Installation

Quick Deploy

```bash
git clone https://github.com/jwemmlinger/sf-opportunity-handoff.git
cd sf-opportunity-handoff
sf org login web --alias myorg
sf project deploy start --target-org myorg
```

See DEPLOYMENT_GUIDE.md for detailed instructions.

🎯 Use Cases

  • Mortgage Lending - Hand off loan applications to underwriting teams
  • Commercial Lending - Route business loan opportunities
  • Insurance Underwriting - Transfer policy applications
  • Any Opportunity Handoff - Adaptable to any business process

🔒 Security

  • All SOQL queries use WITH SECURITY_ENFORCED
  • Field-Level Security checks with Security.stripInaccessible()
  • Apex class implements with sharing model

📚 Documentation

🐛 Known Issues

None at this time. Please report issues at https://github.com/jwemmlinger/sf-opportunity-handoff/issues

📝 License

MIT License - See LICENSE


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