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Saf Burki (Ogury Ltd) 님이 #Sales Cloud에 질문했습니다

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

답변 3개
  1. Michael Brown (Salesforce) Forum Ambassador
    2021년 11월 10일 오후 10:16

    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

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