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Jordan Hunter Product Solution on Opportunity Page
Hi,
Im at a loss trying to figure out how to put this information into Salesforce and would love some guidance.
I would like to add Product, Quantity and Price to our Oppotunities so that they are able to be tracked.
For example:
Company-A orders 3 Apples, 2 Oranges and 7 Pears
On the opportunity somewhere i would like to have that they have ordered 3 Apples, 2 Oranges and 7 Pears like
Apple 3 $5
Orange 2 $3
Pear 7 $4
From there i would love to be able to run reports to see which companies liked to order Pears or what the total Apple sales were for the year, etc...
We have more products than just the 3.
Im at a complete deadend of how to impliment, or even if it can be implimented.
Would appreciate any sort of help, thanks in advance.
First off you need to upload this data into Salesforce. You can structure this data in a CSV format and upload using dataloader to specific fields in the object. Once you have the data you can create a Tabular report or build a report using Einstein Analytics
Create Reports and Dashboards
Build Dashboards and Reports with Einstein Analytics
Let me know if this helps, if it does, please mark this answer as best so that others facing the same issue will find this information useful. Thank you