Hello,

Does anybody know if there's a quick way to add Packaging to the editable fields when a user clicks the "Edit All" button within Quote Line Items.  Currently, "Edit All" only allows one to edit the Price and Quantity.  

Thanks!

-Chad

Hello,

We're creating a 'New Product' Case Record Type and are looking to add a fillable pdf to each record.  Essentially, the user would create the Case and fill out the pdf which would be attached to (and specific to) each 'New Product' Case.  The data in the pdf would not be mapped to any SF fields.  It would just be a simple data repository for internal use.

Perhaps the best way would be to have a "new pdf form" button on the Case record that links to a blank form housed in documents or content.  Upon save, the pdf would be automatically attached to the record.

Is this possible?

Hello All,

We've created a custom object called Sales Line Item that has a Master-Detail relationship with Account.  Additionally, we've created a second custom object called Customer Satisfaction Survey that has a Master-Detail relationship with Sales Line Item.  (we want to occasionally send out a survey for particular sales, so it needs to be linked to the Sales Line Item).

The set up looks like this:

standard object: Account
          custom object 1: Sales Line Item (linked to Account)
                   custom object 2: Customer Satisfaction Survey (linked to Sales Line Item)

My issue is that I'd like the Customer Satisfaction Surveys to appear as a related list under Account, but it does not show up as an option.  There would a max of one survey per Sales Line Item, but multiple surveys per Account...so it makes sense to have the related list under Account.  I know a custom object can have only one M-D field, which doesn't allow us to directly link customer object 2 (Customer Satisfaction Survey) to the standard object (Account).

Any suggestions would be greatly appreciated.  Thanks!

 

Hello All,

We've created a custom object called Sales Line Item that has a Master-Detail relationship with Account.  Additionally, we've created a second custom object called Customer Satisfaction Survey that has a Master-Detail relationship with Sales Line Item.  (we want to occasionally send out a survey for particular sales, so it needs to be linked to the Sales Line Item).

The set up looks like this:

standard object: Account
          custom object 1: Sales Line Item (linked to Account)
                   custom object 2: Customer Satisfaction Survey (linked to Sales Line Item)

My issue is that I'd like the Customer Satisfaction Surveys to appear as a related list under Account, but it does not show up as an option.  There would a max of one survey per Sales Line Item, but multiple surveys per Account...so it makes sense to have the related list under Account.  I know a custom object can have only one M-D field, which doesn't allow us to directly link customer object 2 (Customer Satisfaction Survey) to the standard object (Account).

Any suggestions would be greatly appreciated.  Thanks!