Slaesforce FAQ

how to update product fields in salesforce

by Shakira Hermann Published 2 years ago Updated 2 years ago
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The VisualForce page is used to display information in a custom format or in something different than what a standard SalesForce.com page can do. To update a field value when a user submits a form on a VisualForce page you'd need to write Apex code that links to the page as a 'Controller'.

Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.

Full Answer

How do I edit a multi-line page layout in Salesforce?

Then in the Page Layout Editor for the particular Opportunity-Product page layout, select "Edit Multi-Line Layout" from the toolbar links across the top of the palette.

What are the flow core actions for Salesforce?

Flow Core Action for Salesforce Anywhere: Create a Salesforce... Flow Core Action for Salesforce Anywhere: Send Salesforce Anywhere... Flow Core Action for Order Management: Create an Invoice from... Flow Core Actions for Slack: Get Information About Slack... Customize a Visualforce Component to Control the Flow's Finish...

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How do I update a product in Salesforce?

Export your 'Product (Product2)' details so you have a template for the Update. ... Edit the file. ... Make the necessary changes and save a copy of the CSV (comma delimited) file.Log in to Data Loader.Click on 'Update' button.Select 'Product (Product2). ... Browse for your csv file.More items...

What is the product field in Salesforce?

Product Fields The name of the user who created the product record, with the date and time of creation. A list of custom links for products from Salesforce. URL leading to a specific version of a record in the linked external data source.

How do I edit fields in Salesforce lightning?

From the management settings for the field's object, go to Fields. Click Edit next to the field's name. Modify the field attributes. The attributes differ depending on the field type.

How do I change opportunity fields in Salesforce?

Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'

What is Pricebook and PricebookEntry in Salesforce?

A price book entry is a product with its price as listed in a price book. Each price book entry specifies a currency for the price. Standard price book entries are the default (standard) prices for the products and services in the standard price book.

What is the relation between product and Pricebook in Salesforce?

Simply Product and Pricebook are having a many to many (m:n) relationship . The Junction Object of Product (Product2) and Pricebook(Pricebook2) are PriceBookEntry or PBE . For logical example : One product may have different Price in different places .

How do I edit a field map in Salesforce?

Select the rule you want to look at, and then click Edit Field Mapping. On the Match tab, look at the fields used to match your records to fields in the data service. If a data service field isn't correctly mapped to the standard object, select a different standard object field.

Can we change data type of fields in Salesforce?

You can't change the data type of a custom field referenced by other items in Setup such as Visualforce pages, Apex code, processes, or flows. Changing a custom field type can require changing many records at once.

How do I edit a custom field label in Salesforce?

To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Rename Tabs and Labels. Then choose the Object you want to rename and click Edit. Change the singular and plural labels if required or for your case you simply click Next button to change labels for the Standard Fields and save.

How do I update stage picklist in Salesforce?

0:173:09How To Change Opportunity Stages In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo how do you do that it's quite easy first go to setup object manager and we want opportunities andMoreSo how do you do that it's quite easy first go to setup object manager and we want opportunities and specifically we need fields. And relationships. And of course the field were interested in is the

What is IsWon in Salesforce?

IsClosed indicates any StageName where its Type is set to either Closed/Lost or Closed/Won. IsWon indicates any StageName where itsType is set to Closed/Won.

What happens to the Amount field on an opportunity when you add products?

The Amount field is locked when the Opportunity has related Products. For Opportunities with Products, the amount is the sum of the related Products.

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