A recruiting company refers the candidate to their clients daily. Each successful referral, referral fees will be charged the organisation. There are many referral records with different status. This company needs a mechanism to generate an Opportunity on the fly based on all the un-billed referral within the certain time range. The Opportunity can then synchronised into Xero.
In Salesforce, we create a wizard:
- To search for all unbilled references for a specific organisation in a time range
- To automatically attach the returned unbilled reference result into a Salesforce opportunity as the line item
- Install WDCi Salesforce-Xero Sync product
|Related Objects||Account (Client)
Referral (Custom object)
Salesforce Visualforce Page