Experience Level: Expert
We are putting in data into Formsite and this then transfers to Salesforce. We need help in raising quotes and contract efficiently from this data. This involves assessing the best way to do this and designing smooth work flow including object mapping. We can tailor make fields in leads, set up pricebooks etc but we need help with the 'big picture'.
Deborah C.0% (0)
23 Jan 2019
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