Easily Remove Advanced Field into the Sales Quote

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How to Remove Advanced Field into the Sales Quote

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Today you learn some advanced pivot table tricks in Excel. In case youre brand new to pivot tables, make sure you watch this video first. It also explains with an example why pivot tables are so great. Today were going to take it a step further and cover some advanced tricks that some of which I came across a lot later. Im curious what you think. And if you already knew all of these, let me know in the comments. Lets jump in. (upbeat music) Tip number one, adjust field list settings. To show you what that is, lets quickly insert a pivot table. So I have here some sales data for different products, customers and companies. Im going to go to insert, tables, pivot table. This data here is already formatted as an Excel table called table sales. Im going to insert a pivot table in a new worksheet and click on okay. This is the default view you have when you create pivot tables, but you can change that. If you go to tools here, you can select field section and area section side by sid

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How do I change the opportunity in a quote in Salesforce?

How to change the Opportunity on a Salesforce CPQ Quote Navigate to the quote. If the quote is marked as Primary, uncheck the quote checkbox field. Create a new opportunity record. Update the quote field Opportunity to look up to the new opportunity. Check the Primary checkbox on the quote to sync the two records.

How do I change fields in Salesforce quote line editor?

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 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.

How do I edit fields in the quote line editor?

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 remove a primary quote in Salesforce?

Note: Once a quote is marked as the primary quote, you cannot change it to a non-primary quote. To change a primary quote to a non-primary quote, you must mark another quote as the primary quote.

How do I edit a quote in Salesforce?

Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.

How do I edit a quote template in Salesforce?

To modify a quote template in salesforce go to Set up. Now Go to Customize=Quotes=Settings. When Settings in Quotes are selected a new window will be opened where we have to select the check box to enable quotes in salesforce.

How do I edit quotes in Salesforce CPQ?

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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