Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
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.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 1 of 1 Review
very useful app. many thanks.
It can see opportunity product list view before click.
Thanks for your comment and glad you find the app useful! M