Quote Add Option Field For Free

Try It YourselfIn your Salesforce org, click.Click the Object Manager tab.From the Object Manager.From the sidebar, click Fields & Relationships.Click New to create a custom field.Next, choose a data type.More items...

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.

Create a custom fieldIn Grid view, select Add column > New field.Choose a field Type: Important: A custom field's type cannot be changed after it's created. If a custom field is the wrong type, delete the field, then create it again using the correct type.Enter a Field name, then select Create.

To edit a custom field:Select > Issues.Under FIELDS, select Custom fields.Find the custom field you want to edit and click > Edit details to update the following: The custom field name, which appears on issues.Modify the fields as needed and click Update.

By default, your custom object has some standard fields on it....Add Custom FieldsClick the gear icon. and select Setup. This launches Setup in a new tab.Click the Object Manager tab.From the list of objects in the dropdown, click Suggestion.Click the Fields & Relationships section.Click New.

Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes.Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...

Add a Linking Custom Action to the Quote Line EditorOn the Custom Actions home page, click New.Give your custom action a name.Set the following fields.Give your custom action a label.If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.More items...