This feature helps sales reps working in Lightning Experience to easily organize the Products related list on an opportunity. They are no longer limited to the order in which products were added.
If an opportunity and a quote are linked, and the sort order of either record is changed, the sort order is updated during syncing.
This feature is available in Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Sales reps can easily reorder items using the Sort Products action “Sort Products” on the Products related list from the Opportunity record.
Drag items into place.
Note:
Users can set the order on opportunities with up to 200 products.
For more, visit CloudVandana.
Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.
Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.
