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Opportunity to Order Conversion App by Dhruvsoft
Opportunity to Order Conversion for Salesforce.com CRM
- Business Need
- Quotes & Orders
- Requires
- Sales Cloud
Opportunity to Order Conversion App by Dhruvsoft helps you Convert Opportunity to Order with just few clicks. While converting, you can optionally link Order to a Contract. No more double entry of data – convert an opportunity to an order in few clicks.
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 15 Reviews
ID Installed Packages
Can you please provide me with the ID of the installation package, unfortunately, despite the creation of multiple Salesforce and trailhead accounts, I cannot support the program
Doesn't work in 2022
Unable to make it work in 2022. I get the error that it uses the "Old Order Save Process" from before the 'Winter '21' update.
Good App
Installed and works nicely. The only issue I'm having is that you can't see which Opportunity is associated with the Order after conversion. Am I missing something?
Just working like a charm
Working really smoothly!!!
Perfect link...
Perfect link between opportunities and orders. Had an issue however the Dhruvsoft team were extremely helpful and responded very quickly. Wasn't a problem with their app but an issue with mapping restricted picklists that weren't the same.
Delivers
Great bridge between Opportunity and Order. Delivers as promised. Particularly useful in Pro Edition, where workflow is not available.
Perfect Functionalty for Our Needs
Running Salesforce "Professional" - even though "Professional" is not on the list of compatible editions, the install and implementation was flawless! The only improvement I would suggest is to allow the user to define the Order Number, rather than have it automatically assign a serialized number. Yes, the user can define what the serialization looks like - however, it would be absolutely perfect if I could define my OWN Order Number. Sub-text to that, I can only "open" the Order by clicking/defining the system generated Order Number. That said, that is a very minor inconvenience. I would recommend this app for anyone. 5-stars!
Works well, but...
It would be nice if the Products that are added to each Opportunity would carry over to the Order...
Does exactly what we needed
Installed this in a client's org for them to create Shipment orders from the Opportunity. Simple and clean. Easy to install. Functionality is great - especially appreciate the Clone an Order option. My only suggestion would be to make the error messages a little better looking. We have some validation rules that prohibit creating a Shipment Order if certain things are not right on the Account. The error message could be a little less cryptic
Custom fields in Order
This is exactly what I need and looks great. However, I get an error when trying to convert the Opportunity to the Order as I have a number of mandatory fields in the Order object. How can I get around this without making these fields non-mandatory? Ideally, I would like to add these fields to the Opportunity and map them across. Can I do this?
Hi Krystyna, Here are the specifics: Package Name: Opportunity To Order v1.19 Package Id: 04t2v000007CfHJ Feel free to reach out to Salesforce@Dhruvsoft.com if you need any assistance.