October 22, 2013 / Terry / Comments Off on WeDid: Salesforce Quick Quote Wizard
Challenges
The current flow to create a quote in Salesforce is too slow for this customer. They will need to go through the following steps:
Create a Lead
Convert a lead to Account/Contact/Opportunity
Create a Quote
Solutions:
Create a Quick Quote Wizard using Visualforce technology. This wizard will automatically capture all information in one page together with items to quote to customers. When this wizard is completed, all the relevant information will be entered into different objects automatically.
