Create GF Sales Order from SF Opportunity

Overview

For a streamlined and seamless transition from Sales Cloud into Goldfinch, YAKTA is using Opportunity to Sales Order integration. This will enable the Yakta team to keep both Opportunity / Sales Order lines consistent.

Create GF Sales Order from SF Opportunity

• If the Opportunity’s Stage is Closed Won, Ready to Create Sales Order will be checked. (The formula is editable)

Open

• Click the Create GF Sales Order button to create a Sales Order from the opportunity.

Open

• The Products on the Opportunity must be linked to Items

  • You will get an error message if it's not linked

  • Default Purchasing Type from Item will be copied to the Sales Line.

• After creating a Sales Order, the Sales Order lookup field on the opportunity will be populated.

• On the Sales Order, the Opportunity lookup field will be populated.

• Once a Sales Order is created, the Opportunity cannot be moved back to Commitment or Closed Won.