Transform your daily workflows and Edit Product Quote

Aug 6th, 2022
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  2. Pick a file you need to add from the computer or integrated cloud storage service (Box, Google Drive, or OneDrive).
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How to Edit Product Quote

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[Music] hello everyone welcome to the salesforce cpq video series in this session we will be looking at the code line editor i am sudha sundaram i have 12 plus years of experience predominantly in the salesforce in the agile world i have played multiple roles in both salesforce and agile i am 11x salesforce.com certified an application architect and a cpu specialist included im also a trailblazer mentor and i love to paint dance and i love traveling you can follow me on twitter and linkedin i have posted my links here so in todays session we will be looking at the code line editor we are going to say you have to use the code line editor adding columns to the line editor code line editor drawer we will also be looking at how we dynamically change the codeline editor column headers and we will look at all the default buttons the codeline editor offers we would look at how to create groups and how do we ungroup we would also be looking at the guidelines for cloning code lines adjusting

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Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.
1:38 8:15 Add Fields to the Quote Line Editor Field Set - YouTube YouTube Start of suggested clip End of suggested clip Right. So i wanted to add a list price here so that the user can see the list price information hereMoreRight. So i wanted to add a list price here so that the user can see the list price information here. Now how to do that is pretty simple so you go to the scarecrow icon. And say go to setup. And what
Create Products and a Quote Scope Product Selection Rule Navigate to the Product Rules tab and click New to create a new Product Rule. Click Save, navigate to the Product Rules Error Condition Related list and click New. Click Save, navigate to the Product Rules Actions Related list and click New. Click Save.
From the quote line editor, click the dropdown arrow on the Add Products button, then click Add Favorites. You can also click the star icon on the Product Selection page. When you click Add Favorites, Salesforce CPQ runs quote-scoped product rules. Select the favorites that you want to add.
Creating Features Click Products in the navigation bar, then choose the All Products list view. Click Laser Printer. Click the Related tab. On the Features related list, click New. For Feature Name, enter Trays . For Number, enter 10 . Click Save.
Product Rules in Salesforce CPQ Get Started with Product Rules. ~15 mins. Put Conditions on Rules. Decide When Rules Evaluate. Make Rules for Specific Bundles. Control Options with Selection Rules. Discover Other Ways to Use Selection Rules. Use Data from a Custom Object to Drive Rules. Make a Dynamic Bundle with Filter Rules.
Add fields to quote lines line editor field set so that they display at the top of the quote line editor.Required Editions 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.
Steps to edit the Quote Line Object for Fields: Log in to Salesforce CPQ SetUp In the quick find search for Objects Find the Quote Line Object Click on the Field Sets Click on Line Editor edit Make the required changes Save.

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