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Convert To Sales Agreement

By SCMDiscovery LLC

Framework to automate the conversion of Opp/Quotes into Sales Agreement

No Ratings
Free  

Never requires payment

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Industries
Automotive
Manufacturing
Business Need
Sales
Quotes & Orders
Contract Management
Requires
Manufacturing Cloud
Compatible With
Sales Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ

Convert to Sales Agreement provides a flexible framework for automating the conversion of Opportunities and Quotes into Sales Agreements. With an intuitive setup, administrators can effortlessly configure object mapping, field mapping, and conversion rule

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Manufacturing Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud Subscription Management
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Convert To Sales Agreement/Summer 2024 1.2.0
Listed On
10/24/2024
Latest Release
10/24/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/24/2024

Additional Details

Convert to Sales Agreement offers a versatile framework for automating the transition from Opportunities and Quotes to Sales Agreements. Administrators can easily configure object and field mappings, along with conversion rules, ensuring a tailored and efficient setup. Sales representatives benefit from a streamlined process, enabling them to convert Opportunities or Quotes into Sales Agreements with just a single click. SCM Discovery specializes in optimizing manufacturing business processes and developing solutions on the Salesforce platform. Our expertise aids customers in automating cross-cloud solutions, with a current focus on delivering a solution for the rapid deployment of Manufacturing Cloud.

Need help?

SCMDiscovery LLC

Saint Charles, MO, USA

Contact us via email and we'll connect you and work with to streamline your agreement process.

Support Phone+1 314-475-4823
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