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USMA56795
Posts: 4
Accepted Solution

Account-Product and Opportunity-Product questions

Two questions:

 

1. Is it possible to customize the Opportunity-Product record with Custom Fields?  I would, for example, like to have a set of software applications as Products, and track the number of potential licenses on a by-Product basis, rather than at the Opportunity level.

 

2. Is it possible to associate Products with Accounts?  I would like to be able to determine which Accounts have purchased which Products.

 

I've searched Help and these forums for similar questions, to no avail.  Any help would be greatly appreciated.

Super Contributor
Stevemo
Posts: 3,210

Re: Account-Product and Opportunity-Product questions

[ Edited ]

Yes, you can create custom Opportunity Product fields, and you can link Products to an Account using Assets.

 

https://na2.salesforce.com/help/doc/en/assets_def.htm 

Message Edited by Stevemo on 02-18-2010 04:02 PM
"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Contributor
USMA56795
Posts: 4

Re: Account-Product and Opportunity-Product questions

Thanks - that got me pointed in the right direction.
Regular Contributor
bvdb
Posts: 26

Re: Account-Product and Opportunity-Product questions

Opportunity Product doesn't seem to use a standard page layout. Any idea how to get custom fields to show up when adding an Opportunity Product, e.g. this URL https://na1.salesforce.com/oppitm/multilineitem.jsp ?

 

Thanks!

Super Contributor
Stevemo
Posts: 3,210

Re: Account-Product and Opportunity-Product questions

Sorry bvdb I couldn't open your link, can you post a screen print?
"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Regular Contributor
bvdb
Posts: 26

Re: Account-Product and Opportunity-Product questions

Here's a screenshot

Super Contributor
Stevemo
Posts: 3,210

Re: Account-Product and Opportunity-Product questions

I think if you edit the Multi-Line layout on the Opportunity Product Page layout you should be all set.

 

https://na2.salesforce.com/help/doc/en/layouts_opp_product_multiline.htm#topic-title

"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Regular Contributor
bvdb
Posts: 26

Re: Account-Product and Opportunity-Product questions

The layout on the screenshot above does not match the current selected fields in the multi line page layout. Inventory Location is selected but not showing