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Professional Services Org Config. Tips and Tricks for Admins
Needs● Selling (Opportunities)
o Referral Trackingo Products (using Rapid Products)o Contract Generation (using Drawloop and DocuSign)o Credit Card Authorization & Tokenization (using Chargent and Stripe)
● Delivering (Projects - Custom Object)o Project Management (Object Converter, Custom Objects or Milestones
PM, Workflow)o Invoicing, Payments, and Time Management (Custom Objects,
Drawloop, Chargent, Stripe, DocuSign, GridBuddy) [Caveat, some Apex here on time entries]
Opportunity Tricks
1. Referral Tracking2. Rapid Products3. Drawloop4. Credit Card Authorizations
Referral Tracking
● Create a Lookup from Lead and Opportunity to Contact.
● Map these fields so it follows upon Lead conversion.
● Gain Sales by Lead Source.● Carry through to Project conversion and
invoicing.● Gain Revenue by Lead Source.
Rapid Products
Contract Generation using Drawloop
● Salesforce Files Sync for use with DocuSign● Quick modified contract terms (Just line
items, full statement of work, time and materials agreement, etc.)
Credit Card Authorizations
● Drawloop, DocuSign, Chargent, Stripe
Project Tricks
1. Object Converter2. Partner Lead Logging Workflow3. Percentage Completion Workflow4. Mass DDP Project Status Report5. Invoicing Process & Mass CC Charging6. Time Entry Management using GridBuddy
Object Converter
Partner Lead Workflow
Percentage Completion Workflow● IF( (ISPICKVAL(Status__c,"In Progress - SOW")),
(Total_Billable_Time__c / Estimated_Billable_Hours__c),0)
● Time Entries roll-up to Project Line Items, which roll up to Projects.
Mass DDP Project Status Report
Mass Credit Card Processing 1/2
Mass Credit Card Processing 2/2
Mass Issue Invoices
Mass Issue Invoices Config
