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Tagging Product name instead of the Opportunity line item name

Topic

As Product line item is a junction object, the information it is collecting from other objects cannot be usually tagged other than via SOQL. With Product, we've built an exception and you can tag Product name and replicate it with other Opportunity line items. Example: <<Opportunity_LineItem_Start>><<Product_name>> / <<Opportunity_LineItem_Option_Number>>

Instructions

  • Pick tag for Product name from object 'Product'
  • Pick tags for other information from Opportunity Line items in the 'Opportunity line items' object 
  • Replicate them in one row together

Labels: (2)
Version history
Revision #:
14 of 14
Last update:
‎03-12-2019 01:58 PM
Updated by: