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AutoSplit

By Advanz101 Business Systems Inc

Splitting service contracts made easy

No Ratings
Free  

Never requires payment

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Business Need
Productivity
Contract Management
Quotes & Orders
Requires
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Compatible With
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Auto Split Service Contract/Summer 2023 1.1.0
Listed On
08/07/2023
Latest Release
08/07/2023
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.
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
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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 1
Community Builder: 1
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.
1.1.0
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.
08/03/2023

Additional Details

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.

Need help?

Advanz101 Business Systems Inc

San Jose, CA, USA

Other ResourcesTerms & Conditions