Easily Insert Phone Field into the Sales Quote

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How to Insert Phone Field into the Sales Quote

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hi there Lawrence here from hip 10 so today Im going to show you how easy it is to create a quote in Salesforce using the free included technology and were going to quickly send that out to someone for approval so heres the final end product so weve got you know can be logo some information about what were selling discount shipping some terms and conditions and at the bottom somewhere to sign and of course this templates are totally customizable so how did we get here so if we go back to the opportunity we can see theres already one quote but were going to create a new one so were just going to come over here and go a new quote and well call this gen quote version two set to your expiry date so this is typically when you know when the quote actually expires now we can set it manually but we can also have an automation run after you save to set it to see 90 days in the future or or something like that especially if you leave it blank and dont specify a date over here weve got

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What is the field type for phone number in Salesforce?

When you enter phone numbers in various phone fields, Salesforce preserves whatever phone number format you enter. However, if your Locale is set to English (United States) or English (Canada), 10-digit phone numbers and 11-digit numbers that start with 1 are formatted as (800) 555-1212 when you save the record.

What is a phone data type in Salesforce?

The standard Phone field on Account has data type Phone. As per documentation, a phone number is validated and formatted based on user locale.

How do I create a number field in Salesforce?

Using Salesforce Auto Number Fields Go to setup (the gear icon in the upper right). Click Object Manager and select Opportunity. Once in the Opportunity, go to Fields and Relationships. Click the NEW button on the upper right side of the screen and choose Auto Number for the field type.

What is the auto format phone number input field in Salesforce?

Salesforce specifies that if a 10-digit phone number is input, the format will automatically be updated to the (###) ###-#### format. When inputting an 11-digit number, the format will be automatically updated to the +1 ########## format.

What is the required field on a quote?

The Required By field on the Quote Line is a Lookup field that provides the Quote Line of the parent product for any Quote Lines representing Product Options. This field is not populated until a Save action writes to the database, creating Quote Line records associated to the Quote.

How do I add a phone number to Salesforce?

Weve got you covered. From the menu under your name, select Settings. From My Personal Information section, select Advanced User Details. From Advanced User Details page, select Mobile field to add or change, where applicable. Enter a valid mobile number without any spaces or dashes. Click Save button when done.

How do I create a phone number field in Salesforce?

0:47 4:05 [salesforce] HOW TO CREATE A PHONE NUMBER FIELD - YouTube YouTube Start of suggested clip End of suggested clip And you can add a description for the people on the back end. And then help text for the people onMoreAnd you can add a description for the people on the back end. And then help text for the people on the front. End had it required im not going to do that and im not going to add a default.

How do I add a field to a quote 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.

How do I create a custom contact in Salesforce?

In the Related Contact tile of the Household tab, click + Add Contact. In Lightning Experience, click + New Contact in the Related Contact picklist. In Salesforce Classic, click New. Select the Person Account record type.

How do you edit quote line items in Salesforce?

The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines. If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines.

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