• Pauline Labib
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Hello,

 

Being a business that provides services, I need a third stage of the Salesforce process for when we have won the contract a the end of the Opportunity phase.  This will be for the period where we have won a contract for some business, and it would be great to have Salesforce workflow etc to ensure that we provide what we promised to provide to our customers.

 

It appears to me that Contracts would be the perfect tool, however there is apparently no way of transferring information such as quotations, sales notes, company names or contacts directly from a Salesforce Opportunity into a Salesforce Contract.

 

The people at Salesforce say this ought to be possible with some fairly simple Apex code, but I don't know where to start.  

 

This was clearly an issue back in 2010 - see http://boards.developerforce.com/t5/General-Development/New-to-Sales-force-Convert-Opportunity-to-Contract/td-p/163183 .Annoyingly, the link to the supposed "answer" no longer works.

 

Please help!

 

Best regards,

 

Alex.