Question

New Horizon Satellites uses Salesforce for opportunity management for its data service products. There are many variables and complex combinations that can be configured when offering a data service. They currently use Excel to produce quotes but would like to use Salesforce instead. What would be the recommended solution?

1) Create a Visualforce page that displays the quote and allows saving as a PDF
2) Use the standard Quote template functionality
3) Look for an AppExchange product that meets the requirements
4) Create a custom button that will export the opportunity details to Excel

Answer 1

The recommended solutions for New Horizon Satellites to use Salesforce for producing quotes are: creating a Visualforce page, using the standard Quote template functionality, or looking for an AppExchange product that meets their requirements.

Step-by-step explanation:

If New Horizon Satellites wants to use Salesforce instead of Excel for producing quotes, there are several recommended solutions to consider:

1. Create a Visualforce page that displays the quote and allows saving as a PDF. This would give you the flexibility to customize the layout and design of the quote.
2. Use the standard Quote template functionality provided by Salesforce. This option is more straightforward and requires minimal development effort.
3. Look for an AppExchange product that meets your requirements. The AppExchange is a marketplace for third-party applications that integrate with Salesforce, and you may find a solution specifically designed for quote management.

Ultimately, the chosen solution will depend on the specific needs and preferences of New Horizon Satellites.