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Lead

Lead to Opportunity conversion

Opportunity Management

GF -

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Item

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to

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To show the forecast table, use the command Database.executeBatch(new GF_CalculateSalesForecastBatch());

GF - Item to Salesforce Product Integration

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  • Create Requisition

  • Create Work Orders

  • One Sales Line, one Work Order

  • Create Production Journal ( Inventory is available for component items Test-Bearingand Test Spindle)

  • Finish Work Order

  • Show Total Finished Cost mount on Work Orders

  • Show Allocation on Sales Order and Create Shipment from Sales Order

  • Print Packing List

  • Post Shipment

  • GF - GoldFinch will create a Fixed Asset recording after a shipment is posted

  • Create and Post Sales Invoice

GF- Handing Over Asset information to Salesforce Service Cloud

Salesforce Assets Generation from GoldFinch

The following fields can be used to capture Asset’s information. We create an Item ledger entry record when the shipment is posted.   

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