Configure and customize the Work Order Estimation flow to align with your specific needs.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
- Extend Default Context Definition for Work Order Estimation
You can extend the Out-Of-The-Box (OOTB) context to create a custom context definition with additional attributes, without modifying existing ones. Similarly, you can extend the mapping to include additional mappings, without changing the existing ones. - Customize the Name of Your Proposal Template in Salesforce Document Generation for Work Order Estimation
You can use a different name for the proposal template. - Custom Pricing for Work Order Estimation
You can tailor the pricing procedures and settings as per your requirements. - Create and Update Custom Quotes for Work Order Estimation
Create or update quotes by using preferred customizations, implementing your own quoting API. Launch the flow from any of the available records, such as accounts, assets, quote, order, and worktypegroup. - Create and Update Custom Quote Line Item for Work Order Estimation
Create a quote line item from an Asset Lifecycle Management flow. Launch The flow from any of the available records, such as accounts, assets, quote, order, and worktypegroup. - Extend Work Order Estimation Customizing Flow and Using Custom Lightning Web Component
Work Order Estimation (WOE) is made more modular, comprehensive, and customizable by using LWC, Lighting Messaging Services (LMS) and flows. To customize or extend WOE default implementation you can modify the existing flow as well as built custom LWCs to add or replace existing ones as per your requirements.