Salesforce Integration for Quotes

Objective: Increase licensing sales pipeline visibility by dynamically syncing quote data between Commerce and Salesforce.

Implementation: Licensing quotes will be initiated in Salesforce where they can be tied to a specific opportunity. Once created in Salesforce, an equivalent quote is created in the Commerce DMH. As items are added to the quote in Commerce, they sync back to Salesforce resulting in a value change on the opportunity. As the status of the quote changes in Commerce (pending, active, expired, rejected, ordered) that status gets reflected in Salesforce.

Configuration:

  • The sync of quote data can be enabled/disabled per site
  • Bill To and Licensee values can be required at the user, account or site level