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Opportunity Generate/Sync Order

Opportunity to Order Generation/Synchronization Made Easy

Overview

Opportunity Generate/Sync Order is easy for Admin to configure, Admin can get it up and running in minutes. It is easy for End Users and Partners to generate Order from Opportunity and synchronize Order Products with Opportunity Products.

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See How Opportunity Generate/Sync Order Works

  • Admin can easily add & remove users, create visualforce pages & components, grant permissions, add components to page layout, override & translate custom labels through the Configuration page.

  • Admin can easily automate Opportunity to Order Generation/Synchronization through process automation (workflow rules, process builder, flows).

  • End users and Partners can easily generate Order from Opportunity and synchronize Order Products with Opportunity Products through the button or checkbox on the page layout.

Opportunity Generate/Sync Order is easy to configure and customize for Admin, through the Opportunity Generate/Sync Order Configuration page, Admin can perform all configuration settings and get the app up and running in minutes. Opportunity Generate/Sync Order is easy to use for End Users and Partners, through the button or checkbox on the page layout, Users can generate Order from Opportunity and synchronize Order Products with Opportunity Products in Classic, Mobile, Lightning and Partner Community.

Categories

Business Needs
Sales
Quotes & Orders
Sales Intelligence
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Multiple Currencies
Lightning App Builder
Salesforce Mobile

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