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Hello All,

 

I am being asked to create a new button on the Opportunity that will allow the User to select which Procebook they would like to use.

 

Once picked, the items from that book will be added to the Products section

 

Is this worth it? Or should I stick to t SF standard as is today?
답변 3개
  1. 2021년 4월 17일 오전 1:18

    Then stick with the standard/ why over complicated when the functionality is there and it will allow you to:

    • Select multiple products at the same time
    • Make changes at once, like sales price, discounts and any other field that you may need.

    I don't see a benefit on adding a new button, unless I'm missing something here about the requirerequirement.

    Is there a reason why they don't like the current process? Are they having an issue accessing to the different pricebooks? 

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