Baucore Docs
Product documentation and how-to guides for the Baucore platform.
Getting Started
Projects & Opportunities
Project Management
Opportunity Management
- Considerations for Opportunity Management
- Key Concepts of Opportunity Management V2
- V2 - Multiple Opportunities for each Project
- Enable Baucore Functionalities for Opportunity Management
- Set Up Baucore Opportunity Sync Service
- V1 - Single Opportunity for each Project
- Using Opportunity Management with Baucore Logics
- Setup Options for Opportunity Management V2
Project Lead
- Contact Fields for Project Lead
- Lead Fields for Project Lead
- Project Lead Fields
- Project Lead Home
- Project Lead Record Types
- Project Qualification with Project Lead
- Set Up Project Lead for Salesforce Lead Process
- Use Cases for Integration of Project Lead to Salesforce Lead
- Use Cases for Project Lead
- Use Map to avoid Possible Duplicates
- Convert Project Lead to an Opportunity
- Map Project Lead fields to Project
Quoting & Submissions
Quoting
Inquiry to Quote
Submission Process
- Account Fields for Submission Process
- Customizing Project Decision component
- Getting Started with Submission Process
- Participant Fields for Submission Process
- Set Up Submission Process
- Setting Roles in the Submission Process
- Trigger Project Decision Process without User Interaction
- Show Submission Result Component on the Page
Participants & Recommendations
Stakeholder Management
- Participant Management
- Filter Matching Records Based on Record Type
- Filter Possible Duplicates Based on Picklist Fields
- Account Fields for Stakeholder Management
- Account Performance and Loyalty Indicator
- Filter Fields
- Global Filter Fields
- Manage Participants for a Project Lead
- Manage Participants for a Project
- Stakeholder Management
- Understanding Stakeholder Relationships
- Use Cases for Participant
- Win More Projects with the Right Participants
- Participant Management Component
- My Company
Project Status & Recommendations
- Automate Project Status Check
- Project Status Setting Fields
- Recommendation Action Fields
- Set Up Project Status and Recommendations
- Traffic Light System for Project Status
- Use Project Status and Recommendations to ensure high efficiency
- Auto Update Project Phase
- Considerations for Project Status and Recommendations
Dealer Recommendation
Recommendation Configuration
Processor Recommendation
Supply Chain & Data Quality
Agents
Baucore Inbox
Project Match
Baucore Agents
Integrations
Setup & Administration
Setup & Administration
- Baucore Migration Guide: 1GP to 2GP
- Activate salesforce geocoding for accounts
- Assign baucore Permissions and Licenses
- Baucore Implementation Guide
- Baucore Setup Page
- Deactivate Baucore Trigger
- Extend baucore standard object page layouts
- Install the baucore Managed Package
- Known Installation Issues
- Required Metadata for Baucore
- Set Up baucore
- Troubleshooting Baucore
- Upgrade the baucore Managed Package
- Avoid standard recordtype Selector
- Content Security Policy (CSP) Updates for Maps
Release Notes
Release Notes
- BauCore Release Notes
- BauCore V10.09.00 Release Notes
- BauCore V10.12.00 Release Notes
- BauCore V10.06.00 Release Notes
- BauCore V10.16.00 Release Notes
- BauCore V5.0.3 Release Notes
- BauCore V5.1 Release Notes
- BauCore V5.15 Release Notes
- BauCore V5.20 Release Notes
- BauCore V6.22 Release Notes
- BauCore V6.0 Release Notes
- BauCore V7.0 Release Notes
- BauCore V7.21 Release Notes
- BauCore V7.31 Release Notes
- BauCore V7.85 Release Notes
- BauCore V7.65 Release Notes
- BauCore V7.88 Release Notes
- BauCore V8.1 Release Notes
- BauCore V8.30 Release Notes
- BauCore V8.43 Release Notes
- BauCore V8.55 Release Notes
- BauCore V8.66 Release Notes
- BauCore V8.76 Release Notes
- BauCore V8.817 Release Notes
- BauCore V8.8298 Release Notes
- BauCore V8.8310 Release Notes
- BauCore V8.8339 Release Notes
- BauCore V8.8359 Release Notes
- BauCore V8.8372 Release Notes
- BauCore V9.190201 Release Notes
- BauCore V8.8383 Release Notes