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Reassign Orphaned Amendments

By MoreCRM, LLC

Reassigns amendment Quotes and Opps to the new renewed Contract!

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Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Productivity
Customer Service
Quotes & Orders
Requires
Revenue Cloud
Compatible With
Sales Cloud
Revenue Cloud CPQ
Revenue Cloud Billing

This package installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud
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 CPQ
Revenue Cloud Billing
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
This package has a custom setting where you can turn the feature off and on as well as give a list of opportunity stages. For more information, see the MoreCPQ article: http://morecpq.com/index.php/2021/02/08/cpq-orphaned-amendments-solution/

App Details

Version
ReassignAmendments/1.1 1.1.0
Listed On
11/21/2023
Latest Release
11/21/2023
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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
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: 1
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.
1.1.0
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.
11/21/2023

Additional Details

This package installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted. It also has a custom setting where you can turn the feature off and on as well as give a list of opportunity stages that trigger the reassignment. For more information, see the MoreCPQ article: http://morecpq.com/index.php/2021/02/08/cpq-orphaned-amendments-solution/

Need help?

MoreCRM, LLC

Amherst

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