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How do I create an opportunity line item record in Salesforce?
Select “Salesforce” from the available connections list and click “Create Connection >>”. 16. Select “Opportunity Product” from the available Salesforce Object list and click “Save”.
What is opportunity type in Salesforce?
Opportunity Record Type. Name of the field that determines what picklist values are available for the record. The record type may be associated with a sales process. Available in Professional, Enterprise, Unlimited, Performance, and Developer Editions.
How to assign different opportunity product record types?
Give us the ability to assign record types to opportunity line items — OR — Give us the ability to assign different Opportunity Product page layouts based on the Opportunity’s record type. That would be so handy to any company that sells various product types and services.
How to quickly create a new opportunity record?
The business wants the ability to quickly create an opportunity record from a contact with minimal number of fields and create/associate this contact as the primary contact and “Decision Maker” on the opportunity.
How to get both opportunity and product information?
To get both Opportunity and Opportunity Line Item (or Opportunity Product) information, you’ll either need to query from Opportunity Line Items and bring in their parent Opportunity information, or use a subquery on the Opportunity that pulls in Opportunity Line Items.
What are the different types of opportunity products?
In our org, some user are involved in many sales processes, some of them related to specific product information / product scheduling processes and therefore, different page configurations. In the current situation, each user can only access one Opportunity Product Page Layout driven directly by his profile which is kind of a huge limitation.