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Opportunity Products
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 |
|---|---|---|---|
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
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
Use the Product lookup on Service and Resource to make the connection between them
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.
Fill in a Price for your Services and a Base Price for your Resources.
Activate the GM_Create_Opportunity_Products and GM_Create_Opportunity_Products_Reservation Lightning Flows.
You should be good to go 🙂 Of course, feel free to tweak the flow to match your business needs.