Alright, time to put my Salesforce hat on. I think B and D are the way to go. Adding a partner sounds like it could be for a different use case, and populating a field alone doesn't seem like it would actually create the Contracted Price.
Haha, this is like a game of 'Guess the Salesforce Feature'! I'm going to go with B and C - creating a Contracted Price record and populating a field on the Quote. Seems like the admin has to do a bit of manual work to set this up.
I'm going with B and D. Creating a Contracted Price record directly and checking the Contracted checkbox on the Quote record seem like the most straightforward ways to set this up.
Yes, adding a partner to the Partner on the Quote record and populating the Generate Contracted Price field on a Quote record are not necessary for setting up a Contracted Price.
B and C seem like the correct options. Adding a partner doesn't seem relevant to setting up a contracted price, and the Generate Contracted Price checkbox sounds like it might just trigger the creation of the record, rather than actually creating it.
upvoted 0 times
...
Log in to Pass4Success
Sign in:
Report Comment
Is the comment made by USERNAME spam or abusive?
Commenting
In order to participate in the comments you need to be logged-in.
You can sign-up or
login
Nichelle
10 months agoPortia
11 months agoRory
10 months agoMing
10 months agoElmira
10 months agoParis
11 months agoTequila
10 months agoShanda
10 months agoBen
10 months agoAlmeta
11 months agoCiara
10 months agoAileen
10 months agoHarrison
10 months agoElenore
10 months agoCarin
10 months agoRonny
10 months agoArt
11 months agoMarya
12 months ago