Reassign Orphaned Amendments
Reassigns amendment Quotes and Opps to the new renewed Contract!
Overview
This package installs components that will automatically reassign amendment quotes and opportunities to the new contract when a renewal is contracted.
- Automatically reassigns amendment quotes and opportunities to the new contract. - Allows for configuration of which opp stages trigger it via a custom setting. - Allows for turning the functionality off and on via a custom setting.
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/
Categories
- Business Needs
- ProductivityCustomer ServiceQuotes & Orders
- Industries
- Horizontal Product
- Personas
- AdministratorConsultantSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile