The last thing you want your Sales teams to do is to get ensnared in manual – or procedural – activities; they are your horsepower, free them up to do what they do best – Sell! Does that mean activities – not directly related to selling – can be eschewed? Far from it!
Let us have our cake and eat it too – think automation!!
Multiple research affirms the positive impact of automation on the bottom line! By leveraging automation, we can ensure that activities – not directly related to sales – get done without burdening your sales team.
Let us take a simple use case – generating a quote PDF whenever a customer is ready to receive a formal proposal containing the most current pricing information and product quantities. To generate a quote pdf should not require salespeople to click a button! And, thanks to Process Builder, we can make that a reality!
After reading this blog, you’ll be able to:
- Understand what a Quote is
- Use filters and conditions to design a process
- Understand the Apex callout process in Process Builder
Business Use case
Martin Jones is a System Administrator at Gurukul on Cloud (GoC). He received a requirement to auto-generate a quote pdf whenever a quote gets created (only if Opportunity amount is greater than 0) so that salespeople can spend less time in Salesforce and more time selling.
What is a Quote?
A quote is a detailed list – of products or services with prices, shipping and billing addresses, payment terms and taxes, etc. – that is sent by a seller to a prospective buyer. Quotes usually have different statuses (Draft, In Review, Presented, Approved, Rejected, or Cancelled) depending on the stage of the sales process.
As of Summer’20 release, salespeople had to manually generate a quote pdf by clicking on the Generate PDF button. We can do better than that as automation champions – let us automate this process.
Automation Champion Approach (I-do):
Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straight forward, and consume fewer resources.
Similarly in this scenario, either use Apex trigger or a combination of Flow and Process Builder. Read the rest of this entry!