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CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up

'Roll-up' product codes onto an opportunity so you can use them in search

Overview

Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.

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  • The roll-up of Product Code to Opportunities is stored as character delimited text in a 32,768 character Long Text Field on Opportunity to handle over 5,000 5-character product codes on a single opportunity.

  • A short version of the product code roll-up list is additionally stored in a 255 character text field on Opportunities. This allows product codes to be used in Opportunity View Filters.

  • You can configure your own roll-up delimiter in the text field list of product codes on Opportunities to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

Product code roll-up makes two new fields (called 'Opportunity Product Codes' and 'Opportunity Product Codes (Short)' available to add to an opportunity page layout. Each time that the opportunity is edited or an opportunity product added/removed, the fields are updated to include the list of product codes. The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes. Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label. CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

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Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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