Manage Salesforce Opportunity Products and Schedules on One Screen


Manage Salesforce Opportunity Products and Schedules on One Screen

Posted by AppBuddy on Sep 3, 2013 2:43:00 PM | Share

A popular use case in Salesforce is managing Salesforce Opportunities, Opportunity Products, and Product Schedules. Now, with GridBuddy Actions, managing multi-level hierarchies like this in Salesforce is even easier.

You will need GridBuddy Unlimited installed in your org to do this. If you don't have GridBuddy you can install it now for a 30-day free trial.

In this tutorial, we will create a grid of Opportunities with related Opportunity Products, then create an action to launch and edit the associated Product Schedules in an overlay window over the grid.

Manage Salesforce Opportunities, Opportunity Products and Schedules on One Screen

Opptys Related Products Overlay Intro

Step 1 - Create the Grids

First we will go to the Grid Wizard in GridBuddy to create a grid called “Opportunities with Related Products.” On step 1 of the Grid Wizard, make the Opportunity object the parent object of the grid. On step 2 of the Grid Wizard, add the fields you want to see from both Opportunity and Opportunity Product. Then add any filter conditions you’d like to see in the grid on Step 3.

Salesforce Opportunities and Related Products Grid Setup

Opptys Related Products GW2

Next, create another grid called “Line Item Schedules” with Opportunity Product as the parent and Line Item Schedule as the child object. Note you only have to select one field for the Opportunity Product section, and you should select the fields you want to edit on the Product Schedule object under the Line Item Schedule section. Additionally, no filter conditions are required for this grid.

Salesforce Opportunity Products with Line Item Schedules Grid Setup

Line Item Schedules GW2

Step 2 - Create an Action to Launch a Grid of Related Salesforce Product Schedules

Go to the Grid Wizard and click “Manage Actions”. Create a new action called “Edit Schedule” on the Opportunity Product object that points to the “Line Item Schedules” grid we created.  See the image below for the settings you should use on this screen. Note we simply typed "id" in the ID parameter field. This will automatically filter the Line Item Schedules grid based on the ID of the Opportunity Product record users launch the action from.

Edit Schedule GridBuddy Action Setup

Edit Schedule Action Setup

Step 3 - Add the Edit Schedule Action to Opportunities and Related Objects Grid

Go to the Grid Wizard and select the "Opportunities and Related Products" grid again.  Go to Step 2 of the Grid Wizard, scroll to the "Select Actions" section, and activate the "Edit Schedule" action you just created for the grid. You should also activate the "Establish Schedule" action which points to the Salesforce out-of-the-box Establish Schedule action. This will give users another GridBuddy Action that will launch Salesforce's wizard to establish a Salesforce Product Schedule for a particular Opportunity Product if one doesn't exist. Click Save.

Select the GridBuddy Actions You Just Created in the Grid Wizard

Edit Schedule Action Activation

Launch the "Opportunities with Related Objects" grid by either clicking the "Launch Grid" link from the Grid Wizard or by navigating to the "Grids" tab in your org and searching for this grid in the dropdown that appears.  Once the grid loads, you can open the action dropdown next to any Opportunity Product row to see the actions you just created.

Action to Edit a Salesforce Product Schedule in GridBuddy

Opptys Related Products Actions Menu

Once you click on the "Edit Schedule" action, for example, you will be able to edit and manage the Product Schedules that exist under that Opportunity Product.

Easily Edit Salesforce Product Schedules from Parent Grid of Opportunities with Related Opportunity Products

Line Item Schedule Grid Overlay

Try This With Any Multi-Level Hierarchy of Salesforce Objects

You can create powerful user experiences such as this for any multi-level hierarchy in Salesforce. For example, say you want to start at the Account level. You can create a grid with a list of Accounts and their related Contacts. If you want to also manage child objects under the Contact, such as Task or a custom object, you can create a separate grid for the child objects, and then link this grid together with the Account with related Contacts grid using GridBuddy Actions.

Managing complex object hierarchies from one page makes the Salesforce user experience much more efficient than having to navigate through multiple pages to do the same thing. Using GridBuddy Actions and mutliple GridBuddy grids, users can keep their context and not get lost when they need to drill down many levels in the hierarchy.

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