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Sachin Bhalerao 17
How to define which product belongs to which Account ?
Dear Team ,
How we can define in Standard Objects that which product belongs to which Account ?
Thanks & Regards
Sachin Bhalerao
How we can define in Standard Objects that which product belongs to which Account ?
Thanks & Regards
Sachin Bhalerao
Greetings to you!
Assets can be on the account page to show what a customer owns. Please refer to the below links which might help you further with the above requirement.
https://success.salesforce.com/answers?id=90630000000ghybAAA
https://salesforce.stackexchange.com/questions/93463/adding-products-to-an-account
https://developer.salesforce.com/forums/?id=906F0000000kEFgIAM
https://success.salesforce.com/answers?id=90630000000gz5oAAA
https://success.salesforce.com/answers?id=9063A000000l6i8QAA
I hope it helps you.
Kindly 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. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
* To define which product belongs to which account you need to do some custom code and retrieve opportunity line item which stores that product id and then the opportunity that is related to that OpportunityLineItem and from Opportunity you can retrieve Account as it has a lookup field to Account
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Ajay Dubedi
www.ajaydubedi.com