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Topics#Data ManagementAdriana Smith 的问题
Adriana Smith (TWG Plus) 提问于 #Data Management
2017年9月21日 20:01

Is there a way to create product or quote templates?

For example, let's say that we are selling someone 'Camping Kit #1', can it autopopulate with the 5 products that make up that kit?  Then if we sell Kit #2, #3, #4, etc, it autopopulates with those products that make up that kit?  We also sell the products stand-alone, etc.... It just would be so much easier than having to add each product individually, as some of our packages have 30 products in them....
1 个回答
  1. Jeff May
    2017年9月21日 21:08
    You would have to build custom processing logic -- maybe a Process  Builder that calls a Flow (or a trigger if you have coding experience).  You would have to add Product fields to indicate which Products are the "Packages" and which other Products belong to the Packages. Then, when an Opportunity Product is added, the Process Builder / Flow or trigger would find the appropriate other PriceBookEntries and add those line items.
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