Project Note
- Industry : Healthcare
- Process Area : Sales
- Geo : US
Scope
We are abutment the industry to configure, customize, develop and implement their requirements / concerns / projects in Salesforce Sales Cloud & CPQ
Challenges
- Invoice Autofill updates
- Auto-naming of renewal opportunity
- Email attachments
- Auto-populate dates in field on opportunity level
- Payment Request automatically created upon invoice creation
- Quote updates
- Data loader
Topology
- APEX, Visualforce, Triggers, CPQ
Approach to Solution
- Checked with the aut populate/update the subscription in invoice .The field invoice getting populated based on the opportunity in relation with the invoice
- The process /criteria defined i order to override the existing format in the process builder should be cloned .Then cloned process can be override /required
- By used the files sharing/library method we created the link to be display the document as attachement
- By process builder corresponding fields are auto populated,update in its respective fields.when the opportunity is either standard and new subscriber record type
- By used the process builder we created the payment request as automate when created
- Bulk update by using the dataloader
- Update the bulk record in less time consuming
- Obliterate the manual Invoice updates
- Eliminate the manual process to auto naming renewal opportunity
- Effortlessly send the attachments in email
- Eradicate the manual payment request when the invoice created productively auto-populate the date field on opportunity
