#Product Code0 utenti parlano di questo argomento

Hello, everyone! My goal is to create and update a field in the Account object according to the Opportunity Product. I've created a lookup field in Opportunity Line Item (Opportunity Product) with Account relationship. After that, I've created the text field "Won Products" in the Account. For updating this field (collect Won Products) I created the Flow. As a result field updates but with one Product Code value. I need to get the all values of Won Products in this field. Maybe I chose not the correct type for the field, does anybody have any ideas?

I need to create custom product code and product description to keep up with a standard that has been used in our engineering and finance platforms (Netsuite.) The standard Configured Product Code/Description would work great EXCEPT - there is a single calculation that happens in the middle of the Pattern. It's based on the Quantity x Drive Type (Product Name) in the Description, and Quantity x Drive Size (which is available on the Product.)

Is there a way to mimic the functionality of the existing items but with the addition of a formula that takes the quote configuration in to account?   

Hey Folks

i have this use-case - I want to sum up the quantity of a product code at a renewal quote level, only if it is a renewed subscription (i.e. customer had it on the recent contract being renewed).

if i use a summary variable for this product validation rule,  i don't have an option to filter based on both product code and renewed subscription <> null.

the prior quantity field on the quote line is blank.

also we currently don't explicitly de-activate older contracts, so creating a summary variable on subscription might not help, as it might include prior purchases across all contracts, not just the most recent one.

this is a bit urgent, so any help/insights are highly appreciated.

thanks

karthik

Challenge 2 for the day - When my users were in classic and wanted to find old opportunities associated with a product number, they would go search the product name, try to delete it and Salesforce would tell them that it could not be deleted because it was on several opportunities and it would list them.  

How can they do this in Lightning?  Essentially, they want to search a product code and have SF bring back all of the opportunities associated with that code.  Thanks 

Question regarding the Products Consumed screen?  What dictates the order of the products on the Products Consumed screen (see attached image).  Also - Why does the product code appear under the Product Name after you have clicked into the product itself? Does this tie into what data is primed in the app vs. what is pulled down from the server when viewing a record?

Hi Daniel Khan, I saw your post regarding 

How to create pdf on opportunity object ?

PDF should contain Opportunity details and Opp-Products Line Items (Product, Product Code, Quantity).I'm stuck up with the same use-case?Can you help me in doing this?