Monthly Archives: December 2016

Automatic Reschedule of Products using Visualflow

Reschedule Products - Introduction Our client provides payment gateway services and wins orders that have scheduled opportunity products over multiple years. When an opportunity line item is added to an opportunity, monthly scheduled item records are automatically generated starting from the close date of the opportunity. However,  the opportunity also contains a custom field ‘Revenue Start Date’ which should be [...]

Conga & Salesforce: Automatic Invoicing

Conga & Salesforce: Automatic Invoicing   A really interesting requirement came to us from an existing client leveraging Salesforce to run their partner channel business - They wanted to create an automated self invoice for partners who had referred sales deals to them where the opportunities had been won.   After firmly attaching our consulting cap and doing some more [...]