Automate contract creation & update opportunity record on salesforce
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Salesforce Certified Developer|⚡️Lightning| LWC| Administrator| Integration Expert
Nottingham
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Gurgaon
Salesforce.com, saleforce Apex, Salesforce App Development, Visualforce, Zoho CRM, HTML, CRM
London
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Agra
392447678693926176128075414852691968430227101223204402439226244364524538812469972
Description
Experience Level: Entry
I’m trying to set up a process in salesforce to automate the creation of contract for a new client
The scenario (New Client)
Once a sales person close-wins an opportunity for a “new client” a contract should automatically be created and the contract field on the opportunity automatically be updated with the contract ID that was created
Please note that I won't be able to provide a log in account and work will have to be done via a screens-hare.
Thanks
The scenario (New Client)
Once a sales person close-wins an opportunity for a “new client” a contract should automatically be created and the contract field on the opportunity automatically be updated with the contract ID that was created
Please note that I won't be able to provide a log in account and work will have to be done via a screens-hare.
Thanks
Temi A.
0% (0)Projects Completed
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Last project
11 Aug 2014
United Kingdom
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