-
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
Salesforce Integration Mistakes to Avoid for Better Outcomes
Companies today rely on multiple work apps to manage diverse business functions. Right from HR, Finance, to Marketing & Sales, teams make use of various…
How to Effectively Manage Ideas on Salesforce Experience Cloud
The idea-creation process is a journey with many twists and turns. Ideas can be born in a flash, then bounce around for days or weeks…
Bringing the best of both worlds – AMS 360 Integration with Salesforce
AMS 360 Integration with Salesforce – Insurance is linked with everyone in some way or the other, be it personal insurance, property insurance, automobile insurance,…
Popular Salesforce Videos
Salesforce Lightning User Tips & Tricks Spring 2021
This session is one of our most popular Webinars. It includes tips and tricks that any Salesforce user will find helpful. Learn Salesforce shortcuts that…
Redefining the Digital Landscape With Our Innovative Salesforce Solutions
Watch this video to learn how Grazitti has been empowering Salesforce users' marketing journey with their Salesforce capabilities and Salesforce-native and Lightning-ready custom solutions, that…
Building a Custom UI with Lightning Web Components | Salesforce Tutorial
Lightning Web Components is a modern JavaScript framework that leverages the web standards breakthroughs over the past few years. Watch this session to understand how…
