Apex Code Development You need to sign in to do that
Don't have an account?
Rene Hernandez Best way to handle software/hardware implementation hourly quotes in Salesforce
Scenario:
Excel spreadsheet has a list of tasks and the estimated hours it will take to complete each task. The end user needs to enter the estimated value, which is then totalled in a summary field.
Example:
- Install software: 1 hour
- Migrate data: 5 hours
- Support: 5 hours
- Total: 11 Hours
Challenge:
If a new object in Salesforce is created for the above, what is the best way to relate to Opportunities so that a quoting app like Webmerge can include the data in a quote PDF?
Disclaimer: This may or may not be relevant to this forum, but adding it here in case this requires Apex/Triggers.
Excel spreadsheet has a list of tasks and the estimated hours it will take to complete each task. The end user needs to enter the estimated value, which is then totalled in a summary field.
Example:
- Install software: 1 hour
- Migrate data: 5 hours
- Support: 5 hours
- Total: 11 Hours
Challenge:
If a new object in Salesforce is created for the above, what is the best way to relate to Opportunities so that a quoting app like Webmerge can include the data in a quote PDF?
Disclaimer: This may or may not be relevant to this forum, but adding it here in case this requires Apex/Triggers.