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Robbi Converse
Reference Opportunity Products on Custom Object
I have a custom object "Service Agreement" and need to reference the Opportunity Products on that object when the Service Areement is created from an Opportunity. (It is my understanding that these will update when a quote is synced...please correct me if I am wrong.) The bottom line is that I need the agreed upon products and associated information (price, qty, etc.) on the Service Agreement. My deadline is looming and I just can't figure this out.
All Answers
When you insert a Service Agreement record from opportunity, you get reference to Opportunity Id. You can query on OpportunitylineItems to get the list of products associated with Opportunity. You can update fields on Service Agreement record with product values.
-Thanks,
TK
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https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunitylineitem.htm
You need to create custom field on Service Agreement object with the matching data types of OpportunityLineItem. Those fields need to be populated with the values of related OpportunityLineItem record using Trigger on creation of Service Agreement record.
-Thanks,
TK
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.