#Opportunity Products0 discussing

Thanks for your thoughts, @Jonelle Caldwell. I checked the opportunity and opp product objects for validation rules and other restrictions and found nothing. Generally, I can move an opportunity back from closed to an open stage, but not in this case. 

I did try editing each line item with the dropdown and as a list and, either way, any change I made was countered with an auto-generated line entry to assure the value didn't change. It was infuriating!

I ended up deleting the opportunity and starting again!

Hi Sarah Frank (ALG) 

 The standard quote PDF generation does not provide built-in functionality to display sorted quote line items, But by utilizing the Sort button and dragging items in the related list view, you can easily customize the order of items on the quote you are editing as below: 

1. Open the quote you want to edit and navigate to the related list view.
2. Locate the "Sort" button on the related list view and click on it.
3. Once you have clicked the "Sort" button, you will be able to drag and drop the items within the list to rearrange their order according to your preference.
4. Keep in mind that you can sort quotes with a maximum of 200 lines, meaning you can rearrange up to 200 items within the list.

For more information about generating Quote PDFs in Salesforce, I recommend visiting the website https://arrify.com/generate-quote-pdf-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

Hi, @Chuck De Vries,

This one is was difficult to resolve, but it seems to be working in my dev org. The solution was to have a Process that triggers off the creation of an Opportunity Product. It has the same number of rows as products eligible for Lead creation (two, in my example). The first row checks to see if 1) the created Opp Product is lead-eligible product #1, and 2) that the "Has Been Spawned" field on the parent Opportunity is false.  If yes to both, it fires an autolaunched flow.  The row Stops, and does not Evaluate Next Criteria.  The second row does the same, except it is checking for lead-eligible product #2.  Both rows feed relevant data to the autolaunched flow.

*Note: The 'recordId' variable is the parent Opportunity Id.

The flow creates Lead-eligible product #1 immediately.  It determines that it is product #1 in the Decision element, using the variable value (var_Pricing, in my example) input by the Process.

When the flow is launched the second time, via row 2 in the Process, the flow determines it is now product #2 being created and then uses a two-second pause (this Pause element being the entire reason for needing the Process-Autolaunched Flow combo in the first place).  It then does another Decision to see if "Has Spawned Lead" is true.  If true, it does nothing - i.e. no additional Lead is created.  But if false, a Lead is created.  This ensures that a Lead is created in the event that only Lead-eligible product #2 is added to the Opportunity.

In case it's helpful, I'm including screen shots of the Pause element and formula used within it to achieve the two second pause.

It's a bit cumbersome and doesn't account for things like unchecking "Has Spawned Lead" in the event the eligible products are deleted from the opportunity. Nonetheless, I hope this helps. Good luck!