Easily Replace Last Name Field in the Sales Quote

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How to Replace Last Name Field in the Sales Quote

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you hi guys this is Mark Davis at optimum technology transfer welcome to you all in this video Im gonna take it look at using the replace function in Excel you may be aware if youve seen various other videos of mine here on YouTube you may well be aware you may have gathered that one of my favorite categories of function in the function library are the texts or string functions wonderful functions for cleaning or tidying up your data and Ive created quite a few other YouTube videos to illustrate exactly how these texts or string functions do work but its the turn of the replace function today now Ive got a series of order IDs now the order ID for each of these rows or records that Ive downloaded from saw the system are made up of two numbers followed by four characters followed by three other numbers thats the string that kind of makes up the order ID now what Id like to do is Id like to standardize so what I want to do is to replace the differing four characters kind of somew

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How do I add custom actions to quote Line Editor?

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 a quote template in Salesforce lightning?

In the template editor, drag the text or image fields from the page layout palette and set it on the template where you want to display them. Type the text into the field and format the text as per your requirements, and click on Ok. Go back to Quote Templates and activate your current template.

How do I edit a line field set in Salesforce CPQ?

Allow the user to change the Field Set while in the Edit Lines page Navigate to the Quote Line Object. Create new Field Sets as necessary. Navigate to the Quote Object. Create a New Picklist Field. Set a Field Label. Set Field Name to EditLinesFieldSetName.

How do you configure a quote in Salesforce?

How to Create a Quote in Salesforce Open the Opportunity you want to quote. Click New Quote in the Quotes list. Enter a name for the quote. Enter an expiration date for how long the quote will be valid. Select a status for the quote. Select the contact you want to send the quote to. Click Save.

How do I change the quote name in Salesforce?

Update from Salesforce Click Edit on the Quote Template. Click the Quote Template Properties button. Rename your template there. Save your template.

How do you edit selected quote line items in Salesforce?

Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

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