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Manufacturing Cloud Connector for Sales

Easily Convert Quotes to Sales Agreements - No Code Needed!

Overview

This connector is used to facilitate the conversion of a Quote to one or many Sales Agreements. Easily convert Quote Lines to Sales Agreement Products on already created Sales Agreements. Works with both Apex and Salesforce Flow. Open Source.

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  • Easily convert Quotes to one or many Sales Agreements to reduce your time to value on Manufacturing Cloud

  • Build your own field mappings (using clicks or code) to meet your business requirements

  • Supports both Apex and Salesforce Flow. Package can be configured and extended using clicks OR code - it's up to you!

Important: - You will need to create your Sales Agreement and populate the Quote__c field before invoking this package logic. This preserves the ability to continue to use your method of choice for Sales Agreement header creation. - This needs to be added to a flow or a trigger to work. There is no automation included in this package. - Please see the the Source Code and Documentation data sheets linked below for detailed usage instructions and design documentation. - All quote line quantities will be rounded up to the nearest whole number This connector is used to facilitate the conversion of a Quote to one or many Sales Agreements. Its primary purpose is to convert Quote Lines to Sales Agreement Products on already created Sales Agreement records. Have a question to ask, bug to report, or feature to request? Contact us here: https://github.com/dmgerow/manufacturing-cloud-connector-for-sales/issues/new/choose

Categories

Industries
Manufacturing
Personas
Administrator
Architect
Developer
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package

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