DRAFT - Create GoldFinch Sales Orders from Salesforce Quote

Lidd to provide BRD to GoldFinch outlining how Opportunities/Quotes will be created

GoldFinch will use the BRD to map fields from Salesforce CRM to GoldFinch to create the following:

• Project

• Fulfillment Sales Order

  • Kits

  • Supplies

  • Labor for Installation

• Customer Sales Order(s)

  • Prepayment Invoice

GoldFinch will Send the Prepayment Invoice to the Client with a link to the Nuvei payment processor

• GoldFinch will create integration with Nuvei payment processing service. See details here:

  • https://mdnusa.atlassian.net/wiki/spaces/FenceGate/pages/3321790467

GoldFinch will create a flow to update the Salesforce CRM Child Opportunity as “Deposit Paid”