MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Budgeting and Purchasing

By Salesforce Labs

Free  

Never requires payment

Try It
Business Need
Finance

With Budgeting and Purchasing for AppExchange, a company can tie its purchase orders directly to related invoices and budgets so it can accurately monitor how money is spent and track the complete purchasing lifecycle.

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4
Lifetime average
Showing 4 of 4 Reviews
Sort by
Tracie Loretz
05/01/2017

Great for simple budgeting processes

This is exactly what I needed to get a jump start on building a budget app for my org. I was able to customize the objects in this app to fit my company's needs. Saved me a lot of time and works for our small business.

Guillermo Pedroni
12/17/2010

GREAT for PO's and Simple Budgting for finance.

This is a great start, but definitely needs some customization. Main thing is the year revenue field is set to 2005, we had to put a date field to use this tool over multiple years. the reports that are designed into this are just not in the install package which is a big mistake on salesforce.com's part. We had to custom build the reports and update the links to get it all to work. But after some manual work and change, its perfect for our finance team!

This is an authentic product review, but the name of the reviewer isn't available.
12/09/2005

Apps Developper

Is it not possible, to include a product level in PO's ?

This is an authentic product review, but the name of the reviewer isn't available.
09/11/2005

good app to help consolidate paperwork

This is a good starter app for a company that needs to give its employees or small finance department some user-friendly visibiity to where things are at in the purchasing cycle. I'd love to hear more about how this could integrate with a dedicated enterprise financial app...our end users hate our enterprise software UI!