Object Reference for Salesforce and Lightning Platform Docs / Atlas / Object_reference QuoteLineItem The QuoteLineItem object represents a quote line item, which is a member of the list of Product2 products associated with a Quote, along with other information about those line items on that quote. Available in API version 18.0 and later.
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What is a quote in Salesforce?
Quotes can be thought of as a “presentation layer” of an Opportunity in that a User can create a PDF of the Quote and email it to a Contact straight from Salesforce.
How to enable multiple quote line delete option in Salesforce CPQ?
How to enable Multiple Quote line Delete Option? Log in to Salesforce CPQ → SetUp → In the quick find search for “ Installed Packages ” → Click on the “ Configure ” button → Select the “ Line Editor ” Tab item → Check the “ Enable Multi-Line Delete ” → Save. In the next topic, we will discuss in detail” ”.
How to edit the line items section on the quote template?
Update the Line Items Section on the Quote Template to only be visible if the Ungroup Line Items checkbox is true. Go the necessary Quote Template, and in the Related tab find the Section related list. Click Edit next to the Line Items.
How do I put a discount on a quote line item?
With Quotes you have a discount field. That’s a little unique. When you’re entering a Quote line item product, you have the option of putting in a percent discount. On this product we have $1000, we gave a 5% discount, so the total price is $950.
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What is a line item quote?
Quoted line items include the quantity, prices, and discounts specific to a single product or service. Since a quote is made up of one or more quoted line items, you will most often create quoted line items while creating the quote itself.
What is a quote line in Salesforce?
Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable.
How do I create quote lines in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
What is the difference between opportunity and quote in Salesforce?
So to recap, a quote is both the document you give the customer and the electronic record of quote data. Your opportunity is where you go to create a new quote. You can create many quotes on that opportunity, but only one can be your primary quote.
What is the purpose of a sales quotation?
A sales quote allows a prospective buyer to see the costs that will be involved for desired work. Many businesses provide services that cannot have an upfront price because the costs involved can vary.
What is SBQQ in Salesforce?
Description. The field “SBQQ__AdditionalDiscount__c” is a formula field with a data type of currency on the Quote Line object. It can be added to the Quote Line Field Set such that it appears in the Line Editor and exhibits some unique behavior.
Is quote a standard object in Salesforce?
Yes ,Quote is Standard object.
What does CPQ stand for?
CPQ stands for Configure, Price, Quote, a business software application designed for sales teams to provide product options and prices with accuracy.
How do I create a quote line item in Salesforce Apex?
Select “Salesforce” from the available connections list and click “Create Connection >>”. 33. Select “Quote Line Item” from the available Salesforce Object list and click “Save”. This connection will be used to add Products to our new Quote record.
Can I create quote without opportunity?
By default, Quote has master-detail relationship with Opportunity . So, a quote cannot exist without a parent opportunity.
Is CPQ part of Salesforce?
What is CPQ Salesforce? CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
What is a primary quote?
The primary quote is a quote that is most likely to be accepted by the customer and get converted to an order. You can, however, mark only one quote as the primary quote for an opportunity. The details of the primary quote is used for analysis and reporting, such as revenue forecasting.
How much is a quote one?
Quote one has three products, one product at $100,000; one at $10,000; one at $20,000. You add all three products together, that Quote is for $130,000. Quote two only has product one for $100,000 and product two for $10,000. This Quote is $110,000.
When you kick off a quote, what happens?
When you kick off a Quote, as long as your Quote is associated to an Opportunitiy which is associated to an Account, as long as the Account has the address fields in for Bill To and Ship To, those fields will auto fill in and auto populate on the Quote because it’s associated to it already. Okay.
What is shell in quotes?
Shell covers the data relationships involved between Quotes, Opportunities and Products, how you can have multiple versions of a Quote against a single Opportunity, and what it means to “Sync” a Quote. He then covers the standard fields available on Quotes and suggests some possible custom fields. Shell then walks through adding Quote Line Items …
Steps to edit Quote Line
Log in to Salesforce CPQ → Select the “ Quotes ”, from the menu bar available → Click on the “ Existing Quote ” → and click on the button “ Edit Lines ” → It directly re-directs to the “Edit Quote” where we can edit the Quote Line for Quantity, Additional Discount, Cloning, add to favourite & delete, etc.
Steps to edit the Quote Line Object for Fields
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Objects ” → Find the “ Quote Line ” Object → Click on the “ Field Sets ” → Click on “ Line Editor ” edit → Make the required changes → Save.
How to edit the Header of Quote (Object) Page Layout?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Objects ” → Find the “ Quote ” Object → Click on the “ Field Sets ” → Click on “ Line Editor ” edit → Drag and Drop the required fields or Make the required changes → Save.
How to enable Multiple Quote line Delete Option?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Installed Packages ” → Click on the “ Configure ” button → Select the “ Line Editor ” Tab item → Check the “ Enable Multi-Line Delete ” → Save.
