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Salesforce CRM Configuration
In Salesforce CRM
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, Sales
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Representatives will
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utilize Opportunities and
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Quotes.
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Customize the Edit Quote page
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to include the following fields for a streamlined quoting process:
Fields for Edit Quote Page:
Line No. | Material | Width | Length | Content | Unit Price | Discount | Quantity | Line Amount |
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 |
Field
...
Details and Help:
Material
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about 3 values using picklist
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Width
: Choose from a picklist with approximately three options.
Width: Range from 0.25 to 120 inches,
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with increments of 0.25 inches.
Length
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: Range from 0.25
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to 20 inches,
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with increments of 0.25 inches.
Content
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: Free text input.
Unit Price: Automatically calculated based on predefined rules.
Discount: Automatically calculated
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based on
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predefined rules.
Note: Salesforce Price Books
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Discount
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calculated automatically based on pre-defined logic
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are not required for this setup.
Automatic Product Creation:
When saving a quote, if the
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product does not exist, automatically create a new
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product with the following format:
Format:
ABC-01-1025-0925-001, where:ABC = 3-digit customer code
01 = Material Code
1025 = Width in inches (e.g., 10.25 inch for widthinches becomes 1025)
0925 = Length in inches (e.g., 9.25 inch for lengthinches becomes 0925)
001 = sequential values assigned to Sequential value for each unique content description
Sales Order Creation upon Closed Opportunity:
Once an Opportunity is marked as Closed Won:
Click a button to create generate a Sales Order.
Create new items if they
don’tdo not already exist.
Establish item formulas and routings
based onusing preset rules.
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GoldFinch Product Configurator Setup
In GoldFinch
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, configure a Custom Product Configurator page
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to create finished goods and sync
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with Salesforce. The following fields will be used:
Product Configurator Fields:
Customer Code
Material
Width
Length
Content
Process for Product Data:
Enter all raw material items directly in GoldFinch and ; these will not sync back to Salesforce.
Preconfigured Predefined BOMs (Bill of Materials) and Routings based on item segments are configured.
Configure Sales PriceSet up the sales price.
Configure a Cross Reference table Table to map the Customer Item No. Number with the GoldFinch Item No.Number.
Order Entry for Repeated Orders:
All repeated orders
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are entered directly in GoldFinch Sales Order
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. Orders can be entered using either the Customer Item
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Number or the GoldFinch Item
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Number for easy cross-referencing.