How do I add a field to a quote line in Salesforce?
How do I add a field to a quote line in Salesforce?
Add Fields to the Quote Line Editor Field Set
- From Setup, enter Objects , and then click Objects.
- Click Quote Line.
- From the Field Sets related list, find Line Editor, and then click Edit.
- Add or remove fields from the field set.
What is a quote line item?
These line items are all of the products that have already been sold or are in the process of being sold to clients along with a quantity, price, and potential discounts. Since a quote is made up of one or more quoted line items, you will most often create quoted line items while creating the quote itself.
What is quote line in Salesforce?
Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable.
How do I quote an object in Salesforce?
This is done in your Salesforce Account > Setup > App Setup > Customize > Quotes. On this page, you can also add custom fields to the Quotes Object, customize fields in the Quotes page and adjust the Quotes layout page.
How to enable quotes to sync custom line item fields?
E.g. if you have a field with API name A__c of type T on OpportunityLineItem create corresponding A__c field of type T on SBQQ__QuoteLine__c. Voilà, now field A__c syncs between those two objects. We had the same grievances, so wrote an App which is on the App Exchange.
What’s the relationship between quotlineitem and Salesforce?
The salesforce logic that is triggering at the backend to sync the exact quote line item even after having multiple quotelineitems with same product is what we are exactly looking for. Even if we have custom solution to link both quoteLineItem and Opportunity product that would also be helpful.
Is it possible to sync custom line item fields in Salesforce?
As @ Caleb Sidel and others have mentioned, it’s possible to install add-ons or create automation to sync the custom fields, but it could cause you to hit governor limits. Ideally Salesforce will just allow the native funcionality to work as it does in CPQ.