Hello,
For those of you in the Construction industry that use Salesforce to track Sales. How do you handle Change orders? Did you build out a custom object? Work with a Partner to install a module to help? Just looking for info, success stories etc. Thanks in advance!
#AwesomeAdmin #True To The Core1 answer
Hello @Marshall Handy
you can use standard order object for this purpose, have you already tried it?
https://resources.docs.salesforce.com/204/13/en-us/sfdc/pdf/salesforce_orders_cheatsheet.pdf?_ga=2.125176970.1066807637.1744027026-1072784929.1744027026
https://help.salesforce.com/s/articleView?id=sales.order_overview.htm&language=en_US&type=5and also if you need to send quote and get approval again then I would have new Oppty type such as downgrade / upgrade and then create new quote and follow the process as usual.
It depends on org requirements, let me know you had any specific challenge here.
