Unitedleads · Salesforce Support

Comprehensive contract and order management system in Salesforce connecting contract lifecycle, order processing, invoicing (Lexoffice), and financial operations for mortgage/loan brokerage.

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What was built

Contract Management in Salesforce: Built comprehensive contract object with status tracking (Active, Burned, Ended, Reklamiert). Custom fields track contract value, contract type, start/end dates, renewal terms, and commission structure. Workflow automations handle state transitions (e.g., when contract ends, close associated deals and invoice final commission).

Order Processing Workflows: Orders create line items with order values, tax calculations, and commission splits. Salesforce Flows automate order creation from contracts with proper field mapping. Order items link to contracts for audit trails. Support for bulk order processing and batch operations.

Invoice Generation Automation: Make.com scenario integrates with Lexoffice (German accounting software). When orders are marked complete, the automation creates invoices in Lexoffice with:

• Proper company data and customer info
• Line items from order (including commissions as separate items)
• Tax calculations based on customer location
• Custom invoice templates with company branding
• PDF generation and storage back to Salesforce

Commission Calculation: Complex commission logic with tiered rates:

• Base commission on order value
• Volume bonuses when hitting sales targets (Stufenprovision)
• Separate commission invoicing
• Reklamation (chargeback) handling when orders are reversed
• Commission tracking per account/partner

Salesforce Apex & Flows: Custom Apex classes handle complex business logic (recursion for fetching account leads, commission calculations, order aggregation). Flow automations manage the order → invoice → accounting cycle. Button-based triggers for on-demand invoice generation.

Lead & Account Management: Tracks leads by source (referral, direct). Lead status updated based on order outcome (sold, reklamiert, refunded). Account state management (active leads indicate active account, no leads = archive candidate).

Lexoffice Integration: Comprehensive Lexoffice mapping for customers, invoices, and payment tracking. Custom templates for escrow invoicing and commission invoicing. PDF link storage in Salesforce. Invoice reconciliation workflow.

Testing & Validation: Staging environment with test data for validating invoicing logic before production. End-to-end testing of contract → order → invoice → accounting flow. Production monitoring and error handling.