Slaesforce FAQ

how to enable opportunity line item in salesforce

by Herta Gleason III Published 2 years ago Updated 2 years ago
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To request the 'Supply Default Opportunity Line Item Values' feature for your organization, have your system administrator submit a Case to Salesforce Customer Support using the click path Feature Activation > Other Features > Activation with your request, include the ID for the organization where the change should be made and confirm that you understand the following details related to its activation and use:

Full Answer

How do I get both opportunity and opportunity line item information?

To get both Opportunity and Opportunity Line Item (or Opportunity Product) information, you'll either need to query from Opportunity Line Items and bring in their parent Opportunity information, or use a subquery on the Opportunity that pulls in Opportunity Line Items.

Where are the opportunitylineitem objects stored?

They are stored on the OpportunityLineItem object, and because an Opportunity can have more than one line item, they are stored in a List. So the class representation I gave above is incomplete. The full version would be

When is this field available in Salesforce to Salesforce?

This field is available if you enabled Salesforce to Salesforce. ID of the PartnerNetworkConnection that you shared this record with. This field is available if you enabled Salesforce to Salesforce. This field is supported using API versions earlier than 15.0.

What is the opportunity product field in the API?

The opportunity line item name (known as “Opportunity Product” in the user interface). This read-only field is available in API version 30.0 and later. Required. ID of the associated Opportunity. This is a relationship field. Required.

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How do I enable opportunity products in Salesforce?

Navigate to the opportunity that you want to edit.In the Products related list, select Add Products, or select Edit next to a product in the list. ... Find the products you want to add to this opportunity. ... In the Quantity field, enter the number of products at this price.Enter the sales price for the product.More items...

How do I add an item to an opportunity line in Salesforce?

Select “Salesforce” from the available connections list and click “Create Connection >>”. 16. Select “Opportunity Product” from the available Salesforce Object list and click “Save”.

What is opportunity line item in Salesforce?

An opportunity Line item is nothing but the product which we added to a particular opportunity. An opportunity line item is the junction object. When we add a product to Opportunity it is called Opportunity Line Item which you use during your sales.

How do I view opportunity line item records in Salesforce?

Then create Opportunity Product report by going to the Reports tab | Create New Custom Report | Choose Opportunities in the Report drop down menu | Choose Opportunities with Products | Choose your Report Format | Go to Select Columns | In the Custom Opportunity Product Information section, choose "LineItemID" and " ...

What is the relation between opportunity and opportunity line item?

OpportunitylineItem is junction object between opportunity and pricebookentry. As We need PricebookEntry Id and opportunity Id while creating OpportunityLineItems. 2. PricebookEntry is a junction object between Product2 and PriceBook.

How do I create a quote line item in Salesforce?

Required Editions and User PermissionsClick 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.

How do you change the product of an opportunity line item?

You'll need to do this in separate steps: Export all the fields for the OppLineItem records you want to change and save in a CSV (not formula fields) Copy the CSV and add in your "new" PriceBookEntryId. Delete the existing OppLineItem records.More items...

What is an opportunity line?

Opportunity line. Slope of a graph representing portfolios achieved by combining different levels of borrowing and lending with a single risky portfolio. Sometimes called investment opportunity set.

How do I create a pop up field in Salesforce?

On a Salesforce record page, click and select ​Edit Page​. Alternatively, open the page that you want to add the PopUp component to in Community Builder. Drag and drop the ​PopUp​component to the page.

How do you find opportunity Lineitem from Opportunity?

To get both Opportunity and Opportunity Line Item (or Opportunity Product) information, you'll either need to query from Opportunity Line Items and bring in their parent Opportunity information, or use a subquery on the Opportunity that pulls in Opportunity Line Items.

What is the API name of opportunity product in Salesforce?

OpportunityLineItemOpportunity Product (API name OpportunityLineItem) is a Junction Object between Opportunity and Product2 . An opportunity has to be linked to the Product for generating order or to do Quote management going ahead . The products linked to opportunity are known as opportunity line Item or opportunity product .

What is order line item in Salesforce?

In simple words, Order line items(also known as Order Products) refers to the Products associated with an Order. You cannot have Order line items under the Products object. Because Order line items refers to Products only ie. those Products which are assosciated with an Order.

Overview of 'Supply Default Opportunity Line Item Values' and post-activation use

Once the feature is activated for your organization, consider the following details:

For organizations with the 'Quotes' functionality

If your organization is using the Quotes functionality, the 'Sales Price' and 'Quantity' fields are still required. Currently there is no feature to make these fields optional for the 'Quotes' or 'Order' objects.

It's like ORM

SObjects in Salesforce feel a lot like ORM (object-relational mapping) like Java's Hibernate, or PHP's Doctrine or Propel. An SObject is an object (brilliant deduction, I know), and when we perform a SOQL query Salesforce takes care of turning the result of the query into an object that we can use.

What about related data?

That works for fields on the same object that in your base query, what about for other things?

Takeaway

The point here is that when you query for "related data" (like fields from Account in a query on Opportunity ), you treat it exactly like you would treat any other instance of that SObject (or list of SObjects).

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