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Topics#Salesforce CPQ & BillingPregunta de Chad Snelson
Chad Snelson (CIT Relay and Switch) preguntó en #Salesforce CPQ & Billing
15 ene 2020, 14:59

Auto Populate a custom field with multiple product names?

We have recently begun using Salesforce to create quotes for customers.  As there is no way to search for products currently, I have been attempting to have the product names auto-populate in a custom field attached to each opportunity.  I managed to figure out how to auto populate the custom field (CIT Part #) with the product name when a product is chosen.  The problem is, we have multiple products on every oppportunity, and when another product is chosen, it overwrites the first product name instead of just adding it to the field.

 

Is there a way to populate the field with all the product names, instead of it just being overwritten when a different one is chosen?
8 respuestas
  1. Swapnil Kharche (Salesforce)
    15 ene 2020, 16:09
    What's the data type for this field CIT_p_n__c? There are certain data types that cannot be used in formula fields. For e.g. Roll-up summary field cannot be used in formulas.
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