Releases: jwemmlinger/sf-opportunity-handoff
Releases · jwemmlinger/sf-opportunity-handoff
Release list
v1.0.0 - Initial Release
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
- README - Full documentation
- DEPLOYMENT_GUIDE - Step-by-step deployment
- CONTRIBUTING - Contribution guidelines
- CHANGELOG - Version history
🐛 Known Issues
None at this time. Please report issues at https://github.com/jwemmlinger/sf-opportunity-handoff/issues
📝 License
MIT License - See LICENSE
Built with ❤️ for the Salesforce community