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salesforce order management | salesforce renewals

Automate Your Salesforce Order Management & Renewal

Generate Orders with Order Products from Opportunity or Quote and Vice Versa in Salesforce.
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Order, Opportunity, Quote Automation

Key functionalities related to Order, Opportunity & Quote automation.

  • Auto create Order
  • Renewal Opportunity
  • Renewal Quote
  • Automate Line Items
  • Set Renewal Date
  • Default field values
  • Field Mappings
  • Classic & Lightning
  • 100% SFDC native
  • Standard Objects

Testimonials

We are already using GoCloudz CPQ modules for bundle creation and document generation. GoCloudz Order Management proved to be a swift and powerful tool for automating orders & renewalopportunities, with installatoin and configuration taking just an hour. The configurable order dates simplify renewal cycles and automate notifications, saving valuable rep time and reducing errors. We highly recommend this solution for efficient Order automation based on how an Opportunity or Quote progresses.

Samantha Flood

Parata Systems

Frequently Asked Questions

Explore common questions about our Order Management and Oppoortunity/Quote automation app

Yes, using Custom Meta Data, default trigger values can be changed. Here is the path for changing Custom Meta Data- Setup->search Custom Meta Data in Quick find -> click Manage Records for Rules -> Change the respective rule trigger criteria.
Yes, using Custom Meta Data, field mappings can be changed. Setup->search Custom Meta Data in Quick find -> click Manage Records for Object Settings -> Modify existing rule mappings or add a new one.
No, only 1 level field mapping is supported. For example, while creating the order, if you want to map/edit any field from Account, we can’t use relationship to specify field from Account and we need to create a formula field on Opportunity to have Opportunity <-> Order Mapping.
If field types are wrong in custom meta data type mapping, it will throw an error while trying to create record. For example, String type field can’t be mapped to Date type field. We provide best-in-class support and take every feedback seriously. Check our 5 star reviews here
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