-
Adding products to an account
I want to view in Salesforce which products a given account has. You can add products to Salesforce, and associate them with an Opportunity, but I'm not sure how to add them to an account. Perhaps a note would be better. Please help.
-
1 Reply
-
Hello,
You can create some automation to have Won Opportunities move the Opportunity Line Items over to the Account as Assets (process builder & flow would do this if you don't want to use code). You can add custom fields and layouts to the Assets so that it only is showing you want matters.
Log In to reply.
Popular Salesforce Blogs
TRIGGERS AND ORDER OF EXECUTION.
This topic came up again today in reference to a trigger to modify lead assignments. It's always important to keep the order of these events…
What is the Arrow Function in JavaScript? | Salesforce Developer Guide
Arrow function is the way to write a function in a shorter manner/syntax. It is simple and easy to use and understand. Here are some…
How to Expose Apex Class as a SOAP Service in Postman? | Salesforce Developer Guide
Before starting this first we discuss why we expose an apex class as SOAP service. The reason for exposing the class as soap is an…
Popular Salesforce Videos
Configuration Attribute In Salesforce CPQ | Salesforce Development Tutorial | Learn Salesforce Series by Algoworks
Configuration attributes can be used in setting up the value of multiple shared product option fields simultaneously in Salesforce CPQ. In this Salesforce tutorial, you…
Overview of Salesforce Development Course | Learn Salesforce Development From Scratch
In this video, Shrey has given a detailed overview of the Salesforce Development Course. You will learn the following topics from this course: Salesforce Development…
Get Started with Salesforce for Recruitment and Admissions: Recruitment and Marketing
This webinar is designed for Salesforce admins and users who work in Recruitment and Admissions. It covers all you need to know about using Salesforce…
