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.

Atul Gupta

Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.

A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.