The Quote and Contract objects in Salesforce have Current Term Start and End dates in their objects. These fields will need to get surfaced on the Salesforce Page layout used.
Then the Contract term needs to be Custom in Salesforce.
Make sure Current Term Start and End dates are also mapped in Salesforce Integration settings in Ordway.
This process is the same for Quotes as well.
The Opportunity Object does not have these fields by default, so if you want to push from the Opportunity to the Ordway Contract, you need to create the two date fields in the Opportunity object and then map them from the Opportunity to the Contract via Ordway Settings Object Field mapping.
Comments
0 comments
Please sign in to leave a comment.