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“Parts” Sales Quote Record Type (Possible requirement)

Sales Orders

Order Types

New Sales Order Type

• This is the OOB Sales Order

“Service” Sales Order Type

• Add the following custom fieldsCheckbox if a sales order requires Service = Default to True

  • Service Item Number

  • Service Serial Number

“Parts” Sales Record Record Type (Possible requirement)

Signing Documents

• Use a digital signing tool.

• Digitally signed documents should be accessible in Salesforce.

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