Can you assist me to set this up or confirm if it can or cannot be done. If it can be done I will need step by step instructions on how to do this. This is critical to the business.
Today I am creating and pdf'ing the quote and changing it via adobe tools (edit text and images) and then attaching the updated quote back to the opportunity. Way too many steps and things are out of sync for others (including myself) to quickly view the details of the quote that was delivered to the customer.
1 Antwort
Carl,
Assuming you are using standard Products/Opportunity Line Items without Salesforce CPQ, you could solve for this in the following way:
1) Create a custom field on the Opportunity Product object and select Rich Text as the field type. In this example, I'll call the field "Custom Description". To do this:
a) Navigate to Setup > Build > Customize > Opportunities > Opportunity Products > Fields
b) click New (next to Opportunity Product Custom Fields & Relationships)
c) Choose Text Area (Rich) as the data type, click Next
d) enter your desired field lable (i.e. Custom Description), set the length if you'd like to limit it less than the max 32K characters, and set the # of Visible Lines (I suggest to 10). Click Next, set visibility and add it to the page layout, and click Save.
2) Add that field to the Opportunity Line configurator (the multi-line view you see when adding products to Opportunities)
a) Navigate to Setup > Build > Customize > Opportunities > Opportunity Products > Page Layouts. Click edit in front of the page layout (you will have to repeat this if you have multiple layouts which need updating)
b) Click on the "Edit Multi-Line Layout" link ini the top right corner
c) Select your Custom Description field and add it to the right side, click Save.
d) You'll be redirected the the layout page, so click Save again there to complete.
*** Now when you go to add Products to an Opportunity, it will look something like this:
3) Now you'll have to repeat the above process to get a cooresponding field on the Quote Line Item object. Follow the same process above, but navigate to Quotes > Quote Line Items instead of Opportunity > Opportunity Products.
(This is similar to creating a custom Lead field and then creating it again on the Contact, Account, or Oppty)
4) At this point you will have the custom field on both Opp Line Items and Quote Line Items so we now have to get them to sync. Standard OLI and QLI fields do this already, but for custom fields you'll need to install this free AppExchange package from Salesforce Labs: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IlfVEAS
5) Complete the instructions available on that package's Detail page in order to tell it to sync your two custom fields
That should do it for you, but if you'd like additional help getting this done, or if you are using some customizations that require a different solution just let me know!
