Quote Add Required Fields For Free

On the page layout Click on Setup. Go to Quick Find and enter Object. Choose the object. Under the Page Layouts section, Click on Edit on the page layout that you use on the object. Click the wrench icon beside the custom field that you will make required. Select the Required checkbox. Click on Ok, then click on Save.

Allow the user to dynamically change the quote fields shown in the quote line editor. Navigate to the Quote Object. Create new Field Sets as necessary. Create a New Picklist Field on the Quote Object. Set a Field Label. Set Field Name to HeaderFieldSetName.

? 1. Adding Quote Line Fields to Quote Line Editor Here's how to do it: First, click the Setup Icon, go the Object Manager, click Quote, select Field Sets, then Line Editor. Place the necessary fields from the top palette into the Field Set box and click Save. Edit Lines on a quote record to open the Quote Line Editor.

You can also add a quote line field as a column by performing the below steps: Go to setup. Click on the object manager. Go to quote line object. Click on Fieldset and then line editor.

Add Fields to the Quote Line Editor Field Set From 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.

Add a lookup field to your quote lines and use it in the quote line editor to associate your quote line with another record. You can also customize the fields that appear in the lookup field's record search box.

Allow the user to change the Field Set while in the Edit Lines page Navigate to the Quote Line Object. Create new Field Sets as necessary. Navigate to the Quote Object. Create a New Picklist Field. Set a Field Label. Set Field Name to EditLinesFieldSetName.

Navigate to the opportunity that you want to edit.In the Products related list, select Add Products, or select Edit next to a product in the list.Find the products you want to add to this opportunity.In the Quantity field, enter the number of products at this price.Enter the sales price for the product.More items...

Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.

From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit.