Read the opportunity, account, products, and commercial terms.
×Sanka ERP
Salesforce quote and order management beyond the opportunity
Create controlled quotes and orders from Salesforce opportunities while keeping pricing, approval, fulfillment, and finance requirements in Sanka ERP.
CONNECTED OPERATING MODEL
SalesforceCustomers, deals, orders
Sanka ERPChecks, approvals, records
Quote & order managementReady for the next team
✓ Permissions✓ Approvals✓ Audit log
HOW IT WORKS
A governed workflow, not another data copy.
Check price, margin, inventory, credit, and approvals.
Create the approved order and return status to Salesforce.
OPERATING OUTCOMES
What changes for teams using Salesforce
One controlled quote-to-order path
Operational checks outside fragile CRM customization
Clear sales-to-operations handoff
MORE FOR SALESFORCE
Extend the same operating record.
FAQ
Questions before implementation
Does Sanka ERP replace Salesforce?
No. Salesforce remains the workspace for its core customer, sales, or commerce process. Sanka ERP manages the governed operational records and handoffs behind it.
Can teams review changes before records are created?
Yes. Checks, approval routing, exception queues, and audit logs can sit between the source event and the final operational record.
Can we start with one workflow?
Yes. Start with one high-friction handoff, define the required fields and approvals, then expand to adjacent workflows using the same records.