Reassign Orphaned Amendments
By MoreCRM, LLC
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2023
About Reassign Orphaned Amendments
Reassigns amendment Quotes and Opps to the new renewed Contract!
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/
Highlights
- - 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.
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud CPQ
- Revenue Cloud Billing
- Requires
- Revenue Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on November 21, 2023
- Industries
- Horizontal Product
- Languages
- English