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Manufacturing Cloud Connector for Sales

By Salesforce Labs

Easily Convert Quotes to Sales Agreements - No Code Needed!

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Free  

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Industries
Manufacturing
Requires
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Manufacturing Cloud

App Details

Version
Manufacturing Cloud Connector for Sales/1.5.0 1.5.0
Listed On
06/10/2022
Latest Release
06/28/2023
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.
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
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: 0
Custom Apps: 0
Lightning Components
Global: 0
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.
1.3.0
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.
06/10/2022

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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