Order Automation Tool
1 - Order Automation and SFDC Interaction
An overview of the hand-off between Salesforce and the Order Automation tool.
2 - Configuration Functionality
This video will walk you through setting the contract start date, the product configuration, using the Additions tab, the Contract Information page and where to go to get help from the OA team.
3 - Variance and Approvals
After configuration, this video will walk you through pricing, multi-year configuration, payment terms, legal variances and contract conditions.
4 - Post Configuration
An overview of Post Configuration actions – including how to send your order for approval, where to track the status of the order, sending the order to the customer and post-sales approval.