Use your lookup field in the quote line editor. In the quote line editor, find your lookup field on any of your quote lines and click the Pencil icon. Salesforce CPQ shows the lookup search box.
Full Answer
How do I add fields to the quote line editor?
Add fields to quote line’s line editor field set so that they display at the top of the quote line editor. Your sales reps can edit those fields and save or calculate the quote to apply the field across all the quote’s quote lines. From Setup, enter Objects, and then click Objects. Click Quote Line.
What is a quote line?
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. Important Fields that appear in the quote line editor are defined by the Line Editor field set, which is defined on the Quote, Quote Line, and Quote Line Group objects.
How do I create a quote line lookup relationship?
From the quote line’s management page, go to Custom Fields & Relationships and click New. On the New Custom Field page, click Lookup Relationship and then click Next. Choose the object that your quote line lookup field relates to.
Why are some fields not visible or editable in the quote line?
With certain page layout and field-level security settings, some fields aren’t visible or editable. Important Fields that appear in the quote line editor are defined by the Line Editor field set, which is defined on the Quote, Quote Line, and Quote Line Group objects.
How do I view quotes in Salesforce?
16:4332:53Quoting with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipBasically. So I can click and view that particular quote if I want to but also you notice if I getMoreBasically. So I can click and view that particular quote if I want to but also you notice if I get up here. And you know I could say okay great I could say create the quote I can also email it.
How do you we manage where the fields columns visible in the Quote Line Editor?
Add Fields to the Quote Line Editor Field SetFrom Setup, enter Objects , and then click Objects.Click Quote Line.From the Field Sets related list, find Line Editor, and then click Edit.Add or remove fields from the field set.
How do I find a Quote object in Salesforce?
This is done in your Salesforce Account > Setup > App Setup > Customize > Quotes. On this page, you can also add custom fields to the Quotes Object, customize fields in the Quotes page and adjust the Quotes layout page.
What is Quote line item in Salesforce?
Quote is a layer that displays opportunities and opportunities items. By presentation layer, I mean the ability to produce a well-formatted PDF. There's also a template that's similar to a page layout editor that we'll go through in a separate section on how to arrange the details to present back to your client.
How do you activate a quote line drawer?
To view a Standard Product line's drawer, click the arrow icon on the far-right side of the quote line. Select the table header arrow to collapse all line item drawers for that table. Any rich text editor fields in Standard Line Item Drawer appear immediately below the drawer's Details header.
What is QLE in Salesforce?
The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines. If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines.
How do I enable a Quote object?
Set Up QuotesFrom Setup, enter Quote in the Quick Find box, then select Quote Settings (Lightning Experience) or Quotes Settings (Salesforce Classic).Select the option for enabling quotes.To display the Quotes related list on the standard opportunity page layout, select Opportunity Layout .More items...
How do I edit a Quote in Salesforce?
1:295:07Salesforce Lightning Quote Creation - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo the first thing we need to do is add the line item so we'll click add products. And you can haveMoreSo the first thing we need to do is add the line item so we'll click add products. And you can have different price books you know if you're selling to a high volume low volume.
How do I download quotes from Salesforce?
Download default quote templates Select to Settings > Commerce. Click Configure Salesforce.com Quote Templates. On the Manage Quote Templates page, click the link, Click here, to download the default templates. You can also download the default template file by clicking the following file link: SampleQuote.
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.
How do I create a quote from an opportunity 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.
What is a relation between opportunity line item and opportunity?
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.
Special Access Rules
The user must have “Edit” permissions on Quote records in order to create or update quote line items on a quote. The user must have “Edit” permissions on Quote records to delete a quote line item.
Usage
A Quote record can have QuoteLineItem records only if the Quote has a Pricebook2. A QuoteLineItem must correspond to a Product2 that is listed in the quote's Pricebook2.
Effects on Quotes
Creating a QuoteLineItem increments the Quote value by the TotalPrice of the QuoteLineItem.
Associated Objects
This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.
