Opportunity Products

Owned by Jérôme Vincendon (Unlicensed)
Last updated: Sept 05, 2024 by Jerome Vincendon
1 min read

Overview

Create OpportunityLineItems for Resources and Services when creating a Reservation that is linked to an Opportunity

Contents

This package contains the following:

Name

Type

Object

Functionality

Name

Type

Object

Functionality

GM_Create_Opportunity_Products

Lightning Flow

Service Reservation

Create OpportunityLineItem for Service

GM_Create_Opportunity_Products_Reservation

Lightning Flow

Reservation

Create OpportunityLineItem for Resource via the lookup on Reservation

Product

Custom Field

Resource, Service

Link Services and Resources to Products

Example

Screenshot 2024-02-26 at 10.37.02.png
Example of OpportunityLineItems from a Reservation with a Resource and Services

Installation

Use this URL to install the Opportunity Products package into Production and Developer orgs

Use this URL to install the Opportunity Products package into Sandbox orgs

How to use

  1. Use the Product lookup on Service and Resource to make the connection between them

  2. Make sure your Products have a Price Book Entry. We use the Standard Price Book in the flows (stored in the priceBookName variable in each flow), feel free to change this.

  3. Fill in a Price for your Services and a Base Price for your Resources.

  4. Activate the GM_Create_Opportunity_Products and GM_Create_Opportunity_Products_Reservation Lightning Flows.

  5. You should be good to go Of course, feel free to tweak the flow to match your business needs.

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