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AutoSplit

Splitting service contracts made easy

Overview

This is an easy-to-install app for Salesforce CRM users allowing them to split Service Contract(s), and based on the Split Threshold limit (default:150 CLI), the Contract Line Items are shifted from Master Service Contract to the New Service Contract.

1 of 4

  • (1) User can handle a Service Contract with large number of Contract Line Items

  • (2) Based on the Split Threshold limit, the number of Contract Line Items are moved from Master Service Contract to the New Service Contract

  • (3) We have taken care of Bundled product(s); all related bundled products remain in the same Service Contract which carries the Parent product

When a user has a Service Contract with large number of Contract Line Items, they may face issues during Amending or Renewal of that service contract. In this case, the AutoSplit App provides the functionality to split Contract Line Items of that Master Service Contract into two or more New Service Contracts based on the Split Threshold limit. It does so by shifting Contract Line Items to enable easy amendment & renewal operation in less time.

Categories

Business Needs
Productivity
Contract Management
Quotes & Orders
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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