Overview
RFIs are web forms : your suppliers will fill in them directly in Convergence.
Table of content
Step-By-Step
STEP 1
To Create a ”New RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account Name” eg.A R WILFLEY AND SONS
STEP 2
Scroll down to find the "Core RFIs" and click on the button "New RFI“
STEP 3
Account is automatically filled in this square eg.A R WILFLEY AND SONS
1- Fill Contact (you can use the magnifier)
You must have a contact related to your account to send a RFI (A1311 - Account Contacts and related contacts)
STEP 5
1- Fill the Due Date
2- Click on Save
You can attached an Excel file in the Core RFI to receive answer from suppliers on specific RFI.
STEP 4
❑ Go To Next
In status, select Sent in View menus
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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