Overview
Create The LabelX sales team requires a custom Salesforce product configurator to allow LabelX’s sales team to configure, price, and quote customer-specific label products directly in within Salesforce, with integration into GFERP for order processing.
Requirements
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Configurable options like materials, dimensions, and custom fields for specific customer details.
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Automated Item Numbering: Generates unique item numbers by combining selected attributes for consistency in repeat orders.
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Quote Creation: Sales team configures products within Salesforce, with automated pricing based on predefined rules.
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Order Conversion: Approved quotes convert into GF sales orders, syncing product and customer data
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One-Way Sync: Sync only approved, finalized items from Salesforce to GF, streamlining data entry and avoiding redundant items.
Preconfigure BOM and Routings
Sync from Product to Item; Products need to be created in SF and it will create Finished Good in GF. All raw material Items need to be created in GF.
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Workflow Automation: Create workflows for automatic item syncing upon quote approval.
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Price Book in Salesforce: Centralize and maintain pricing, including materials and customer-specific adjustments.
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Option 1: Out-of-the-Box Solution
GoldFinch Product Configurator
Finished goods must be created in GoldFinch and synced to Salesforce for quoting.
Since LabelX may quote hundreds of custom items per customer (many of which won't lead to actual orders), there’s a concern about cluttering the item table with unused items.
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Option 2: Custom Solution Using Salesforce Opportunity and Salesforce Quote
Proposed Customization:
Add a “Configure New Product” button to the Salesforce Quote page, allowing for custom selections like material, width, and length.
Automate item numbering and descriptions.
Set up configurable price books.
Key Challenges:
Pricing for products not yet created.
Quantity-based pricing breaks.
One-way or two-way syncing to the GoldFinch Sales Price table?
Process Flow:
Sync the sales quote with the Salesforce Opportunity.
Generate GoldFinch Sales Orders from Closed-Won opportunities.
Create new items if they don’t already exist.
Establish item formulas and routings based on preset rules.
Note: All raw material items still need to be created in GoldFinch and will not sync back to Salesforce.
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Option 3: Salesforce Opportunity and GoldFinch Sales Quote Integration
Approach:
Use the GoldFinch Product Configurator directly in the GoldFinch Sales Quote.
Customization hours are much lower
Bypass Salesforce Products and Price Book entirely.
Advantages:
Minimal customizations are required.
Reduced data sync between systems, lowering maintenance needs.
Greater flexibility in sales price configuration.
Disadvantages:
All quoted items appear in the item list, even if they don’t convert to sales orders.
Requires GoldFinch licenses for Sales Reps, though limited licenses are available at a reduced cost.