Hi All,
We are looking to use Salesforce as the sole source to track contracts associated with Opportunities. I wanted to hear others experience with using SFDC (without any third party platforms or upgrades to Revenue Cloud) to do this. Are you able to build in workflows to automatically get approvals? Do you find that SFDC alone is enough to fit your needs?
If you do use a Third Party that integrates with SFDC for contract management, what tool do you use and what are the pros/cons?
Thank you!
Okay, you might be able to do something quick & dirty like this.
Add a custom checkbox field called something like SOW Attached. Communicate to all users that checking the checkbox is the equivilant of saying under oath "I swear that I have attached an SOW file to this Opportunity" and add another field like a Picklist or Checkbox for the Approval Status (make this field only editable by Approvers)
Then add Validation Rule on the Opportunity like this
AND(
OR(
SOW_Attached__c = FALSE,
Approved__c = FALSE
),
CASE( StageName ,
'Prospecting',1,
'Qualification',2,
'Needs Analysis',3,
'Proposal',4,
'Price Quote',5,
'Contract Negotiation',6,
'Closed Won',7,
0) >= 4
)
Then create an Approval Process, that has a Field Update Action in the Final Approval Actions that sets the Approved Checkbox field to TRUE/Checked
