Baucore Docs
Product documentation and how-to guides for the Baucore platform.
Getting Started
Projects & Opportunities
Project Management
Opportunity Management
- Considerations for Opportunity Management EN
- Key Concepts of Opportunity Management V2 EN
- V2 - Multiple Opportunities for each Project EN
- Enable Baucore Functionalities for Opportunity Management EN
- Set Up Baucore Opportunity Sync Service EN
- V1 - Single Opportunity for each Project EN
- Using Opportunity Management with Baucore Logics EN
- Setup Options for Opportunity Management V2 EN
Project Lead
- Contact Fields for Project Lead EN
- Lead Fields for Project Lead EN
- Project Lead Fields EN
- Project Lead Home EN
- Project Lead Record Types EN
- Project Qualification with Project Lead EN
- Set Up Project Lead for Salesforce Lead Process EN
- Use Cases for Integration of Project Lead to Salesforce Lead EN
- Use Cases for Project Lead EN
- Use Map to avoid Possible Duplicates EN
- Convert Project Lead to an Opportunity EN
- Map Project Lead fields to Project EN
Project & Project Lead Creation
Quoting & Submissions
Quoting
Inquiry to Quote
- Create BOQ Calculation EN
- Create Quote for an existing BOQ EN
- Document Generation for BOQ and Quote EN
- Enable External Pricing Engine for Quotes EN
- Getting Started with Inquiry to Quote EN
- Handle Inquiry to create a Quote EN
- Import GAEB x81 File as BOQ EN
- Pricing Methods for Products EN
- Use Cases for Inquiry to Quote EN
Spec Text
Submission Process
- Account Fields for Submission Process EN
- Customizing Project Decision component EN
- Getting Started with Submission Process EN
- Participant Fields for Submission Process EN
- Set Up Submission Process EN
- Setting Roles in the Submission Process EN
- Trigger Project Decision Process without User Interaction EN
- Show Submission Result Component on the Page EN
Participants & Recommendations
Stakeholder Management
- Participant Management EN
- Filter Matching Records Based on Record Type EN
- Filter Possible Duplicates Based on Picklist Fields EN
- Account Fields for Stakeholder Management EN
- Account Performance and Loyalty Indicator EN
- Filter Fields EN
- Global Filter Fields EN
- Manage Participants for a Project Lead EN
- Manage Participants for a Project EN
- Stakeholder Management EN
- Understanding Stakeholder Relationships EN
- Use Cases for Participant EN
- Win More Projects with the Right Participants EN
- Participant Management Component EN
- My Company EN
Project Status & Recommendations
- Automate Project Status Check EN
- Project Status Setting Fields EN
- Recommendation Action Fields EN
- Set Up Project Status and Recommendations EN
- Traffic Light System for Project Status EN
- Use Project Status and Recommendations to ensure high efficiency EN
- Auto Update Project Phase EN
- Considerations for Project Status and Recommendations EN
Dealer Recommendation
Recommendation Configuration
Processor Recommendation
Supply Chain & Data Quality
Project Navigator
Product Hierarchy
Agents
Baucore Inbox
Project Match
Project Watch
Baucore Agents
Integrations
External Data Providers
Integrations
Setup & Administration
Setup & Administration
- Baucore Migration Guide: 1GP to 2GP EN
- Activate salesforce geocoding for accounts EN
- Assign baucore Permissions and Licenses EN
- Baucore Implementation Guide EN
- Baucore Setup Page EN
- Deactivate Baucore Trigger EN
- Extend baucore standard object page layouts EN
- Install the baucore Managed Package EN
- Known Installation Issues EN
- Required Metadata for Baucore EN
- Set Up baucore EN
- Troubleshooting Baucore EN
- Upgrade the baucore Managed Package EN
- Avoid standard recordtype Selector EN
- Content Security Policy (CSP) Updates for Maps EN
Release Notes
Release Notes
- BauCore Release Notes EN
- BauCore V10.09.00 Release Notes EN
- BauCore V10.12.00 Release Notes EN
- BauCore V10.06.00 Release Notes EN
- BauCore V10.16.00 Release Notes EN
- BauCore V5.0.3 Release Notes EN
- BauCore V5.1 Release Notes EN
- BauCore V5.15 Release Notes EN
- BauCore V5.20 Release Notes EN
- BauCore V6.22 Release Notes EN
- BauCore V6.0 Release Notes EN
- BauCore V7.0 Release Notes EN
- BauCore V7.21 Release Notes EN
- BauCore V7.31 Release Notes EN
- BauCore V7.85 Release Notes EN
- BauCore V7.65 Release Notes EN
- BauCore V7.88 Release Notes EN
- BauCore V8.1 Release Notes EN
- BauCore V8.30 Release Notes EN
- BauCore V8.43 Release Notes EN
- BauCore V8.55 Release Notes EN
- BauCore V8.66 Release Notes EN
- BauCore V8.76 Release Notes EN
- BauCore V8.817 Release Notes EN
- BauCore V8.8298 Release Notes EN
- BauCore V8.8310 Release Notes EN
- BauCore V8.8339 Release Notes EN
- BauCore V8.8359 Release Notes EN
- BauCore V8.8372 Release Notes EN
- BauCore V9.190201 Release Notes EN
- BauCore V8.8383 Release Notes EN