Create new project in SumoQuote from new quote in Salesforce, find customer details, and filter results
Create new project in SumoQuote from new quote in Salesforce, find customer details, and filter results
Create new projects in SumoQuote when a quote is generated in Salesforce, ensuring all relevant customer and opportunity details are captured. This accelerates project initiation and improves data accuracy.
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Overview
Create new projects in SumoQuote when a quote is generated in Salesforce, ensuring all relevant customer and opportunity details are captured. This accelerates project initiation and improves data accuracy.