Not sure if this the right place to post this - please tag other groups if you know who else might be able to weigh in. I have enabled #Multi-column sort and the icon is available in the list views for many objects - standard and custom. But not for Products. Do we know why?
Thanks @Nate Hossner and @Daryl Moon. I created an Idea for this, so folks can register their need for it: https://ideas.salesforce.com/s/idea/a0B8W00000Qeo9hUAB/multicolumn-sort-needed-for-product-list-views
Hi there,
I have a flow where I have it cloaning an opportunity to create a new one but I would also like the flow to then add the same products that are on the original opportunity but the loop does not seem to be working. Is anyone able to advise? The flow is as follows:
#Flow #Flows #Automation #Looping Actions #Products #Opportunities
I'm using Salesforce1 for opportunities. When I add products to my opportunity using the standard products related list and search for a product, the results are not in alphabetical order. Any idea why or how to make the search results default to alphabetical order?
@Debbie Terry Sorry I don't have an answer for you. I looked back through my case history with Salesforce and this one is not in there. I'm hoping that the mobile app has been improved since 2017 and this is no longer an issue, but maybe it is?
Hi! Is there a way to set up restrictions based on product family?
For example, only my retail users can see the products in the Retail product family? Therefore, when they are adding products to their opportunity, they can only access the retail products.
Thanks in advance for the help!
Forum Ambassador
Manoj Nambirajan (Dell Technologies)We can start by looking at OWD of Catalog object in the instance. Ensure it is "No access". Catalog will contain products that we can add to opportunity.
So that.. we can define sharing for every catalog we define. For instance, we can have a Retail Catalog where we can define sharing to only have Retail users access it. Like that we can do for other types of Catalogs. Your ask is possible with this approach. Thanks.
Internal Use - Confidential
Hi guys,
Hope you're all doing well!
I was just wondering whether it's possible if multiple products are added to an opportunity, for it to be displayed on 1 field on the Opportunity.
For example, if I have in the Opportunity Products section the products Apples and Oranges... if somewhere on the Opportunity we have a field which says "Apples, Oranges".
I'm not entirely sure where to start or if this is a formula (which I assume it will be) which one to use?
Any ideas?
Cheers,
Saf
#Sales Cloud #Formulas #Formula Field #Opportunity Products #Products
Forum Ambassador
Michael Brown (Salesforce)Hi Saf,
For something like this you could maybe use a rollup tool like DLRS or Rollup Helper, because unfortunately a standard formula won't be able to do the trick.
The other option is to use process automation to fire when you add products, and you could use flow to concatenate the products into a single field. I could there being timing issues if you try and create the flow on Opportunity product directly, especially if inserting multiple products at the same time, so what you could do is add a rollup summary on Opportunity to count the number of products, and then fire your flow whenever this field changes. The flow could then grab all the products, loop through them, store the product name in a variable, and at the very end, save the variable value to the Opportunity.
Thanks,
Mikey
I'm stumped and need some help. I'm trying to create a validation rule that requires the "Product Name" field on the "Product" object (not Opportunity Products) to be unique. When I try to create the rule I get a syntax error that the field doesn't exist. I'm probably missing something obvious.
AND(
NOT(ISBLANK(VLOOKUP(
$ObjectType.Product2.Fields.Name,
$ObjectType.Product2.Fields.Name, Name
))),
OR(
ISNEW(),
ISCHANGED(Name)
)
)
Hello Hilary,
afaik, $ObjectType supports only custom object, that's why your validation would not work.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhhyUAB/expanding-the-vlookup-formula
An older post about possible workarounds:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A89VFSAZ
Best
Alex
#Salesforce Admin #Opportunity Products #Add Products #Products #Order Products Hi - I want to create a product 'bundle' whereby if you add this bundle to an opp or order - it will automatically add the relevant products within that bundle. Important as some of the products within that bundle are passive income and others are active - and so we need to track revenue accordingly. Any ideas? Is this possible?
Hi Nicky,
Go through this links:
https://getoncrm.com/step-by-step-guide-to-create-product-bundle-in-salesforce-cpq/
https://help.salesforce.com/s/articleView?id=sf.cpq_bundle_products.htm&type=5
Hope this will help you
Thanks
Piyush
Hi team,
I head up the CRM team at my organisation and keen to tap into some Salesforce certifications and/or Salesforce University.
In previous years, SF use to have a university section on TrailHead but it seems to be missing, so firstly wondering if SF have removed this segment completely?
As a Team Lead/Manager, I am wondering which TrailHead is best for me and my role? I want to understand the product capabilities, new features, be able to provide consultation to the business and have knowledge and expertise of the product between a beginner to intermediate range.
Any suggestions?
#Training #Salesforce Training #App Manager #Products #Team Leader #Certifications #Salesforce University #Consulting #Trailhead
Hello @Amie Vacca,
I understand that you want to "understand the product capabilities, new features, be able to provide consultation to the business"
My suggestion would be do the following in the order
You can reach out at paul@scloudts.com for any further assistance.
Hello. We have a 'Trade-In Discount' product that is added to quotes, where this negative amount is added to the product total. This is a discount price and we want the 'Trade In' amount to show in our total discount. (So the customer understands the total amount they saved with their purchase) Our total discount is (subtotal * discount ).
What formula is needed to include a specific product to our total discount? I prefer the Product Hierarchy ID or Product ID #Formulas #Formula Field #Products #Quote Template #Quotes.
Any assistance is appreciated.
mw
Amber. Thank you for helping me think through this process. I'm going to table this idea for now.
Have a great day!
I have a couple of custom fields on Product and when I go to page layout they are grey and unable to added.
Appreciate any suggestions, thank you
Forum Ambassador
Eric Praud (Activ8 Solar Energies)Thansk for the screenshot.
If they are greyed out in the top table, it means they are already on the page layout. If you click on one of the greyed out box in this table, the screen shoudl jump to this field on the page layout so you can move it to another location.
If you cannot see the fields when on a record, there are a couple of things to check out:
1- Check the fields' field level security and make sure it's visible to your profile (and other profiles if needed)
2- If you're using Dynamic forms, make sure it's available and visible on the Lightning page
