A user can upload BOM directly from Sizer to Salesforce by clicking “Push BOM to Salesforce” button on the scenario. To create a Generate Quote from Sizer make sure that Sizing has been completed (workloads must be added to the Scenario to enable “Push BOM to Salesforce).
Required User Permissions: Salesforce Login
Steps:
- Go to Scenario and click on
next to the scenario name. - Click on “Push BOM to Salesforce” action.
- Enter Scenario objectives (you won’t see this step if scenario objectives have already been added).
- On the“Push BOM to Salesforce” modal, select opportunity name to which BOM will be pushed.
- Click on “Push BOM”.
