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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.
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1 Reply
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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.
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