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Manufacturing Cloud Connector for Sales

By Salesforce Labs

Rating
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Pricing
Free
Listed since
2022

About Manufacturing Cloud Connector for Sales

Easily Convert Quotes to Sales Agreements - No Code Needed!

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

Highlights

  • Easily convert Quotes to one or many Sales Agreements to reduce your time to value on Manufacturing Cloud
  • Build your own field mappings (using clicks or code) to meet your business requirements
  • Supports both Apex and Salesforce Flow. Package can be configured and extended using clicks OR code - it's up to you!

Screenshots

Manufacturing Cloud Connector for Sales

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Manufacturing Cloud Connector for Sales

Pricing

Free.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on June 10, 2022
Industries
  • Manufacturing
Languages
  • English