We created an online order page for some products and we need to have it connected to our internal Salesforce system. Below are the steps of the customers
There will be no transactions from this page.
The ordering steps for this page are:
1. The customer will select the product and quantity they want to order.
2. The customer fills in the form and hits submit.
3. Salesforce will recognise the email address and link it to an existing account already in Salesforce.
a. If the email is new it will setup the customers as a prospect with a task item.
4. In the customer’s account it will show the hampers chosen and the quantity.
A new order type will also need to be created for orders that come through the online website.
The mandatory fields in this order are:
Opportunity name (this will need to include “XMAS 2021” to be captured in some specific reports we have set up for XMAS
Order Placed by (cannot be blank)
Stage will need to be TENTATIVE for all ONLINE orders
Shipping info needs to be completed on the form to come through on the opportunity (it usually differs to the billing address on the account)
All terms on these opportunities will need to be PREPAID
Close date can be the date they placed the order
If we can change the setting below so that TENTATIVE orders do not require a freight line, that would be handy. As long as CONFIRMED orders will still have this condition
We would also want each OPPORTUNITY to generate a place holder for the same time NEXT YEAR.
Bu iş için 53 freelancer ortalamada $1244 teklif veriyor
This is an easy task i have mass experience in salesforce press the chat button lets get talking! Hey there, i am developer from the UK with over 9 years experience in web development. Upon reading your project descri Daha Fazla