CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up

Highlights

• The roll-up of Product Code to Opportunities is stored as character delimited text in a 32,768 character Long Text Field on Opportunity to handle over 5,000 5-character product codes on a single opportunity.
• A short version of the product code roll-up list is additionally stored in a 255 character text field on Opportunities. This allows product codes to be used in Opportunity View Filters.
• You can configure your own roll-up delimiter in the text field list of product codes on Opportunities to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.

What CRM Apps Lab™ Helper for Opportunity List Views: Product Code Roll-up does

Product code roll-up makes two new fields (called 'Opportunity Product Codes' and 'Opportunity Product Codes (Short)' available to add to an opportunity page layout. Each time that the opportunity is edited or an opportunity product added/removed, the fields are updated to include the list of product codes.

The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes.

Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label.

CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.

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