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Topics#Data ManagementPregunta de Victoria Hood
Victoria Hood (ThisWay Global) preguntó en #Data Management
29 abr 2021, 20:22

Opp Field Using Quote Data

I need to generate fields on the opportunity object that are directly connected to the line items on the quote in order to map them effectively to AdobeSign. They don't necessarily need to link to the line items, but the product name/quantity/price need to show up on the opportunity.

 

I have tried using Process Builder, but it doesn't seem to be able to do what I need it to do.

 

I have tried various types of custom fields (formula, look-up, and roll-up) and I can't seem to figure out how to make it work with any of those. 

 

Is this functionality possible within Salesforce?
4 respuestas
  1. Victoria Hood (ThisWay Global)
    29 abr 2021, 22:06
    It is a field, yes, connected to the Price Book. We may have to institute a one quote policy if that's the case. I'm not adept at all with apex triggers unfortunately so it may have to be done manually for a bit until I can get competent.
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