-
How to Create Quotes in Salesforce?
I need to create the Quote in salesforce, & need to automate the process
-
3 Replies
-
You can use the quote standard object in Salesforce and generate documents.
Please let us know how do you want to automate the process.
-
Yes I need to automate the process of quote generation is that possible.?
-
Creating quotes shows the customers the prices of the products and services that are offered.
1. Click New Quote on the Quotes related list on an opportunity. The Subtotal, Discount, Total Price and Grand Total fields show values from the opportunity.
2. Complete the fields.
3. Save your changes.A unique quote number is added.
Products on the opportunity are copied to the quote as line items.
The grand total is recalculated based on the taxes and shipping information that you entered.
Log In to reply.
Popular Salesforce Blogs
An Introduction to Salesforce Force.com Migration Tool (ANT)
Let’s understand Metadata as: Data which give information about other Data. Metadata sums up essential data about information, making discovering, and working with specific examples…
Salesforce could Make Big Data easy for both Businesses and Developers
Big data analytics is no longer a mystery that each and every IT guru uses in a conference. It is now a common tool deployed…
Wrapper Class in Apex Salesforce | The Developer Guide
Wrapper Class in Apex Salesforce Wrapper Class in Apex Salesforce: A wrapper or compartment radiance is a class, a realities shape, or a unique data…
Popular Salesforce Videos
Salesforce Freelance Consulting - Course Preview
The Salesforce Freelance Consultant Course is finally live! Please comment and let me know what questions you have about whether this is a good fit…
Salesforce Platform Developer 1 Certification Training | Salesforce Training Video
This Salesforce Training Video will give an overview of Salesforce Certification Training by explaining what is Salesforce, Why we need Salesforce, Salesforce Career opportunities and…
Lesser Known VSCode Tips for Salesforce Developers
More Code, Less Work. Whether you are a beginner or an advanced developer, smart tips, and sharp tools can significantly improve your productivity. There are…