AgentExchange

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?

🔀⤴️⤵️ Product Sort (Opportunity / Quote )

Opportunity / Quote Product Sort

Overview

See How 🔀⤴️⤵️ Product Sort (Opportunity / Quote ) Works

  • ✅ Use Line Item fields and related object field to sort the lines by

  • ✅ Reusable and Scalable

  • ✅ All options done by: Flow, Process Builder and FieldSets, **No code Solution** you can create and automate any special process fit your business using Flow

Do you need your quote PDF to show product base on service date? base on the total amount? Or is it Product Family? Now you can manage to do it. This Application will sort your products in the order you wish. By using salesforce standard field the order will be the same in all places in the salesforce application, Opportunity, Quote and also Quote PDF. 🖥️ Screens base on Flow: **No Code** require in order to change options. 🛠️ Automatic Sorting base on Process Builder: **No Code** require in order to sort your products. 🕹️ Getting started is easy : Just add a button and Sort. https://4winds.link/ProductSortSite

Categories

Business Needs
Productivity
Features
No Limits
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from 4Winds Consulting LTD.

  • by 4Winds Consulting LTD.
    Site License - Usage-Based - No-Code - AgentForce Unlimited Users & Templates & Automation FREE 15-min setup call Use Word as your editor - simple click & paste 🔒 Password Protected ✍️ In-Person eSignature 🔖 Watermark 🌐 Arabic, Asian & Hebrew fonts
  • by 4Winds Consulting LTD.
    This app is base on salesforce Native Email Service to capture Flow Email Errors, and to log it as a custom object.