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🔀⤴️⤵️ Product Sort (Opportunity / Quote )
Opportunity / Quote Product Sort
- Business Need
- Productivity
Salesforce missing functionality 🧰 now available: Sort your products in the order you want. Opportunity / Quote / CPQ all supported. Using salesforce standard field will reflect in all places in the application.
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Showing 4 of 4 Reviews
Useful tool, Great customer support !!
Thanks for this tool, definitely needed! Had an issue at the beginning and was contacted immediately by your support team to help me out. Very satisfied by the product and the support. Thanks
Read if you have quotes enabled in your org...
If you have quotes enabled in your org, you have to go into field sets in the quote line item object and add a new field set to expose the fields you need. You also need to create a custom action on the quote object to reference the screen flow. Not all orgs have quotes enabled, so I understand why it doesn't ship out of the box with this enabled. Not knowing this, the dev hopped on a screen share call with me to configure these settings and helped me get it working properly. 10/10 app and developer. Thank you so much!
Better than SF basics but still sparse possibilities
The package does what is stated. But what really would be nice is the possibility to make use of the sorting function within other flows without the user having to interact with the UI. Sometimes, I just always want to sort my products in a certain way and my users don't need any other options at all. And enhanced package including such a functionality would help to streamline my work in the automation area.
Easy to install & customize **NO CODE**
The installation was easy, I only activated a flow and put a custom button for each object. I have searched for a simple solution to Product Sorting for a long time now, This app will save a lot of time to my salesforce users.