Dynamic Quote Generation Using Salesforce Apex

Authors: Kiran Konakalla

DOI: https://doi.org/10.5281/zenodo.13995982

Short DOI: https://doi.org/g8n6p6

Country: USA

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Abstract: In today’s competitive sales environment, providing quick and accurate quotes is essential for success. Sales teams frequently adjust product details and prices based on customer negotiations, making it necessary to have a system that can generate quotes reflecting these changes efficiently. This paper explores the creation of a quote generation system within Salesforce using custom objects and Apex coding to automate the process. By leveraging Salesforce’s native functionalities, such as the Opportunity and Product objects, this system allows for real-time PDF quote generation without the need for third-party applications. The solution addresses common sales cycle challenges, including data accuracy, customer responsiveness, and scalability, making it ideal for organizations seeking to streamline their sales processes.

Keywords: Salesforce, Quote generation, Apex, Dynamic pricing, CRM automation, Product management, Sales cycle efficiency, PDF automation, Custom objects, Sales technology

Paper Id: 231329

Published On: 2021-01-05

Published In: Volume 9, Issue 1, January-February 2021

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