I've received a request for staff to manually rank their top prospects for soliciting donations (a mix of Contacts and Accounts) so that when they meet periodically with their supervisor they can together look at these top prospects.
It makes sense to me that I need to have a new object that combines both Contacts and Accounts in one list so that a list view can be created for ranking. My initial thought was a checkbox on both Contact and Account, that when checked will automatically create a mapping record that has a lookup to either an Account or Contact and some formula fields to pull in name and some other key identifying fields. Let's call this a Prospect Ranking record. Staff could go through any of their Contacts or Accounts and check this box. Next they would go to a list view of their Prospect Ranking records and could enter a numeric value of 1-20. It would be awesome if I could find a way to do drag and drop to rank these but so far have not found anything. I've been explicitly told that the ranking numbers will not be sequential within one object, meaning 1 could be a Contact, 2 an Account, 3 an Account, 4 a Contact, etc. and that ordering across object needs to be retained.
If I can't drag and drop, users could enter in numbers but it would be unpleasant when they want to shift a whole bunch of records up or down by one to insert a record into the middle of the rankings. I could add a bit of automation that could shift the ranking value for records with a higher rank than a number being inserted, but I imagine this would cause problems if someone edited multiple values in one batch within a list view. Does anyone have other ideas of how I could proceed?