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Jordan Hunter
How to insert a table onto the page layout for accounts
We currently have two fields, one a multichoice field where we can pick the products the customers were interested in. The other, a free text quantity feild.
What we would like is to have a table with three collumns, Product, Quantity and Price.
For example, if the customer wanted 3x Computers, 4x Cameras and 1x Phones, we would currently list that as Product: (multi choice picklist) Computers, Camera, Phone and Quantity (free text): 8.
We arent able to differentiate within the quantity and therefore cant run the reports we would like.
With the table it would look like this:
We have some custoemrs who would have up to 30-40 different products, so instead of having a tablewith 30-40 blank lines, we would like the option to "add new".
Now im not sure if the above is possible, so would be looking for guidance as to whether or not it can be achieved. When i messaged Salesforce Support they said it wasnt an opion within Salesforce but it can be done in Visualforce, ive never used Visualforce before though so wasnt sure.
What we would like is to have a table with three collumns, Product, Quantity and Price.
For example, if the customer wanted 3x Computers, 4x Cameras and 1x Phones, we would currently list that as Product: (multi choice picklist) Computers, Camera, Phone and Quantity (free text): 8.
We arent able to differentiate within the quantity and therefore cant run the reports we would like.
With the table it would look like this:
We have some custoemrs who would have up to 30-40 different products, so instead of having a tablewith 30-40 blank lines, we would like the option to "add new".
Now im not sure if the above is possible, so would be looking for guidance as to whether or not it can be achieved. When i messaged Salesforce Support they said it wasnt an opion within Salesforce but it can be done in Visualforce, ive never used Visualforce before though so wasnt sure.
I suspect your query is answered here,
https://trailblazers.salesforce.com/answers?id=9063A000000pmH9QAI
https://developer.salesforce.com/forums/?id=906F00000008kfRIAQ
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.