Easily Insert Smart Field from the Sales Quote

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How to Insert Smart Field from the Sales Quote

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welcome to another video from preact and in todays video im just going to show you how we can pull parent information using a calculated field um this is a scenario that came up on a recent project i was working on whereby we had to pull in information from the existing product and get that into the the quote line product quite a common scenario where the quote line product is a bit locked down you cant update using workflows or data mappings so using a calculated field in this scenario managed to overcome that issue just show you how i achieve this okay so what we had is we got the concept of the client would like to store a cost price against the product which you can see ive just added cost price here um then they wanted to you know over here on a quote upon adding a quote product they wanted the margin to pull you know the quite the quite priced to pull throughs they could work out their margins um how did i achieve this weve just added you can see down here on the quote form

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What is a quote in Salesforce?

Quotes in Salesforce represent the proposed prices of your companys products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.

What are the special fields in Salesforce CPQ?

Salesforce CPQ Special Fields FieldObject/ LocationData TypeMarkupunitQuote LinePicklistOverageRateBlock PriceCurrencyProrateAmountDiscountsQuote LineFormula as NumberQuotePrimaryContactOpportunityFormula as text19 more rows

What are sales quotes also known as?

Sales quotes, also known as quotations, are used to inform a potential consumer about the cost of products or services before they commit to a purchase.

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 quotes are created in Salesforce?

Create and Manage Quotes Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity. Complete the fields. Save your changes. A unique quote number is added.

What is sales quotes in Salesforce?

Quotes in Salesforce represent the proposed prices of your companys products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.

How do I add a button to a quote line editor in Salesforce CPQ?

Add a Linking Custom Action to the Quote Line Editor On the Custom Actions home page, click New. Give your custom action a name. Set the following fields. Give your custom action a label. If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.

What is a sales quote CRM?

In most CRM systems, the term quote designates a formal offer for products or services with set prices. The term proposal can be used instead of a quote, but the meaning is the same.

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