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2
votes
1answer
69 views

Access to the related QuoteLineItem in OpportunityLineItem Trigger

I'm looking for a way to access the QuoteLineItem from a OpportunityLineItem trigger when I sync a Quote with the Opportunity. How can I access the related QuoteLineItem? I looked at the "Custom Quote ...
2
votes
0answers
173 views

Sorting Opportunity Line Items programmatically

I've been attempting to do a purely Apex based sorting of Opportunity Line Items based on a solution I found in the Salesforce developer boards. That solution uses a combination of Javascript and Apex ...
3
votes
1answer
44 views

Related List on OpportunityLineItem

I'm looking at something using QuoteLineItems and OpportunityLineItems. The quoting/selling application is only interested in seeing high level "summary" products; however, there is a need to be able ...
0
votes
1answer
34 views

Configure Opportunity Line Items via Custom VF before the Opportunity is created

I am building a CPQ type tool. So the User can configure the Products they need via some Custom VF page. Then when they have done this I want to direct them to the standard Opportunity Edit page ...
2
votes
2answers
55 views

How do I update the Opportunity 'Amount' field with a formula that sums custom Opportunity Product fields?

First off - the documentation on the SFDC site is incorrect on this issue (http://goo.gl/ycjLs). The question keeps getting asked, people get referred to this link, and then they soon write back ...
2
votes
1answer
70 views

How can I expose the content of a Product custom field (txt) to quote line item field (txt)

I have a custom field (Text) on each Product called Production Code. I need for that field's data to be entered and editable in a custom field (txt) on Quote Line Item. The Production Code copied ...
0
votes
1answer
73 views

OpportunityLineItems - why aren't they sent to trash can?

Question above.. Why not let the IsDeleted field apply to if the Opportunity Product is deleted from the parent Opp?
0
votes
0answers
155 views

How to Implement Process.Plugin for use with Flow

I have a process contains a custom button on opportunity layout. When the opportunity turns to closed won, a user clicks the button and go into a visual workflow several new records: license (custom ...
0
votes
1answer
143 views

Copy Opportunity Products to Contract Line Items

I have created a flow does several actions: create a new Service contract with user input (start date, end date, name) create a new license key to send to end user change the opportunity to closed ...
1
vote
1answer
61 views

How to make sure that Quantity doesn't change on deleting all the schedules thru Apex?

When i manually delete the opp line item schedules from the layout the quantity field of opp line item doesn't get affected(it doesn't become zero). Where as thru my apex code it deletes the ...
0
votes
1answer
98 views

What's the best way to get the Product information using opportunity line item?

I want to get the product information using Opportunity line Item.What is the simplest way to query this? Thanks very much.
1
vote
0answers
83 views

OpportunityLineItemschedule deletion problem?

We are using the custom product scheduling in our organization. When I am deleting the existing schedules its also updating the OpprtunityLineitem's quanity, salesprice and unitprice to '0'. Where as ...
1
vote
1answer
191 views

Change Opportunity Currency after adding a Opp Line Item

We have enabled multiple currency in our org, and allow the user to set the currency on the Opportunity record. The user is able to change the value of the Currency field on the Opportunity object if ...
5
votes
3answers
119 views

Setting up Subscription based products

We sell a subscription based product, based on volume pricing/usage, billed at the end of each month. How would you set that up with products/opps/contracts in SFDC? Ideally we would have 1 ...
6
votes
3answers
206 views

Is there any way to get changes to OpportunityLineItemSchedule objects?

This is kind of a weird request - so bear with me. I need to detect changes in the OpportunityLineItemSchedule. Ideally i'd write a trigger against it but SFDC doesn't allow triggers against this ...