-
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 Lightning Bolt: Create Gen-next Portals At Lightning Speed
Ever since the launch of Community Cloud in the year 2013 it has received overwhelming responses from business ranging from small startups to big enterprises.…
Incorporating Impact Management - A Salesforce Guide for Nonprofits
Impact management is crucial in ensuring that nonprofits stay on the path of growth. It involves three things—evidence building, program management, and financial management. Understanding…
What is a Flow in Salesforce? | All You Need to Know
A flow is a tool that automates complications of business processes in Salesforce. In a few words, it fetches data and then Proceeds with that…
Popular Salesforce Videos
Things You Should Know Before Starting Salesforce Consultancy?
Following are the things you should know before starting the Salesforce Consultancy: 1. Do the Marketing Research 2. Focus on USP The rest of the…
Salesforce Consultant Certifications - Large Data and Transaction Volumes
As you already aware, expertise in Salesforce is in huge demand. The Salesforce Certifications are industry-recognized and are a proof of your skill/expertise in Salesforce.…
How a Veteran can Start Their Career in Salesforce?
Let's Understand how a veteran can start their career in Salesforce? Please watch the full video and like, share and comment. Shrey is a Chief…