You will get a customized calculator for Quotes in Salesforce without needing CPQ
Project details
What - a calculator designed to be as dynamic as possible while allowing for as much flexibility regarding controlling calculations as possible from a declarative perspective
Why - when sales teams price things in an opportunity or quote, there is often custom business logic that goes along with that and makes it so that pricing can be a process filed with specifics to your business. When there are pricing rules involved companies even sometimes have salespeople doing their own thing, with the sales process becoming tribal knowledge which is the worst-case scenario. The calculator aims to give point-and-click access to be able to configure a complex calculator without having to worry about code and costs of developers.
When- during the sales process when a customer is interested in getting a quote on products from a salesforce customer using salesforce as their quote to cash mechanism.
Who- salespeople and administrators, as well as sales managers and sales operations folks, can all benefit from the flexibility of calculations and administration.
Where- in salesforce as part of an embedded component that can be dragged into the opportunity or quote page layout.
Why - when sales teams price things in an opportunity or quote, there is often custom business logic that goes along with that and makes it so that pricing can be a process filed with specifics to your business. When there are pricing rules involved companies even sometimes have salespeople doing their own thing, with the sales process becoming tribal knowledge which is the worst-case scenario. The calculator aims to give point-and-click access to be able to configure a complex calculator without having to worry about code and costs of developers.
When- during the sales process when a customer is interested in getting a quote on products from a salesforce customer using salesforce as their quote to cash mechanism.
Who- salespeople and administrators, as well as sales managers and sales operations folks, can all benefit from the flexibility of calculations and administration.
Where- in salesforce as part of an embedded component that can be dragged into the opportunity or quote page layout.
What's included $2,500
These options are included with the project scope.
$2,500
- Delivery Time 1 day
- Number of Revisions 1
- Source Code
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You can add these on the next page.
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LW
Lonnie W.
Jan 4, 2023
Salesforce Developer
Clay was great to work with in a pinch and we look forward to working with him again in the future.
SA
Shashi A.
Apr 29, 2021
Salesforce development Visualforce/Lightning component development
Great person and excellent resource
BB
Ben B.
May 10, 2019
SalesForce Admin needed to move a scheduled job from one server to another.
Clay was a breeze to work with. Very quick, responsive, and accurate.
GE
Greg E.
May 5, 2019
About 1 to 2 hours of consutation on setting up a new feature in salesforce
Very knowledgeable!
Was a huge help.
Was a huge help.
RM
Rick M.
May 30, 2018
Salesforce Data Export/Netsuite Import
Well done.
About Clayton
13x Certified Senior Salesforce Developer/Architect w AI + GCP Certs
Las Vegas, United States - 5:27 am local time
I hold certifications such as Platform Developer II, System Architect, Application Architect, Data Architect, Advanced Administrator, Sales Cloud, and Service Cloud. In addition, I have AI-related Salesforce certifications, which allow me to bring cutting-edge innovations to my clients' solutions.
I have a deep passion for creating more efficient workflows and maximizing ROI for organizations investing in Salesforce. My focus is on designing scalable, efficient systems that deliver value, ensuring every process is optimized for success.
Clear communication is key to my approach—I strive to stay supportive and collaborative throughout the project lifecycle, ensuring alignment on requirements and delivering the best possible technical solutions.
sfdcboss.me
**Key Skills**: Apex, Visualforce, Lightning Components, Communities, Service Cloud, Integrations, SFDX, DevOps, AI Solutions.
Steps for completing your project
After purchasing the project, send requirements so Clayton can start the project.
Delivery time starts when Clayton receives requirements from you.
Clayton works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Meeting to Review Current Calculations in Sales Process
For companies using Excel with calculations that need to port over to Salesforce, this meeting would be to discover and review the details in that doc to ensure I have what I need to implement with the calculator.
Demo the Calculator with Specific Calculations and Configuration for Team
After analyzing the details and documentation from the current calculations process, I would then go back and put the finishing touches on a package that had your specific configuration ready for you to test.