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Opportunity Auto PriceBook

Free

Rating

(5)

Listed On

1/8/2015

Latest Release

11/10/2016

CATEGORIES

Productivity
Sets a PriceBook on an Opp from SF1

With Salesforce1, you can create an Opportunity, and you can Add Products to the Opportunity, but you can't select a PriceBook for the Opportunity. Until now. Provide the PriceBook Name in our custom picklist field and the active PriceBook will be set.

  • Create or Update Opportunities with a PriceBook assignment in SF1
  • Immediately Add Products to new Opportunities in SF1
  • Specify any active PriceBook Name
Salesforce1 Publisher Actions let you create New Opportunities, and let you Add Products to Opportunities. But if you have multiple PriceBooks, you have to use the desktop to select a PriceBook for each Opportunity. ####With this package, just set our custom "PriceBook To Use" picklist field to the Name of an active PriceBook on Opportunity Create or Update and we'll take care of the rest. ####NOTE: If an Opportunity has Line Items, setting or changing the "PriceBook to Use" field will have no impact since changing a PriceBook on an Opportunity with Line Items is not allowed.####Add our "PriceBook To Use" picklist field to a page layout (desktop or mobile) so Users can select from PriceBook Names you specify.####Or provide the "PriceBook To Use" field value as a default in a Quick Action to make it even easier for your users.####Or, leave the "PriceBook To Use" field empty and your Opportunities will be created as if the package wasn't even installed.####Your Users will be able to "Create New Opportunity", then immediately "Add Products" -- all from Salesforce1.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 0
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Opportunity Auto PriceBook
Version
Winter 17 / 2.0.0
First Release
1/8/2015
Latest Release
11/10/2016
Languages

Customization Guides

MTI Solutions & Consulting
Boston, MA USA
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