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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
- Business Need
- Productivity
- Requires
- Sales Cloud
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.
Highlights
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.
Provider Details
CRM.Team™
United Kingdom
Welcome to CRM.Team™ We're your dedicated and long-standing Salesforce Consulting and ISV Partner since 2011. Our portfolio of apps range from *FREE*, super helpful Salesforce admin tools to premium apps such as the amazing 5-STAR, pricing and quote app: Flexpricer® CPQ Install any of our products and you're immediately in great hands. So, whether you are looking to populate companies house data into your opportunities, bulk update records, supercharge your B2B opportunity to order process or simplify your pricing with product bundles we have the Salesforce native app for you! © Copyright 2011-2025 CRM Team Global Limited. All rights reserved. | Flexpricer is a registered trademark of Flexpricer Limited. All rights reserved. | CRM SuperStars is a registered trademark of CRM Superstars Limited. All rights reserved.
Pricing Details
Free
You can fully use this solution without payment.