Enable Baucore Functionalities for Opportunity Management
Conceptadmin
If your org already uses standard Salesforce Opportunity Management, you can integrate Baucore functionality with it rather than replacing it. There are two ways to do this.
V1 — Single Opportunity for each Project
Each Opportunity record is reflected as a single Project record — a one-to-one relationship between an Opportunity and a Project.
V2 — Multiple Opportunities for each Project
Each Project record has multiple Opportunities, one for each relevant participant. This is the model most orgs adopt today — see Key Concepts of Opportunity Management V2 and V2 — Multiple Opportunities for each Project for how the bidirectional sync between Projects, Participants, and Opportunities works, and Considerations for Opportunity Management for setup and upgrade requirements.
Related
- Key Concepts of Opportunity Management V2
- V2 — Multiple Opportunities for each Project
- Considerations for Opportunity Management