Opportunity Products available to ALL opportunities, imported via the data loader?

[Autologigal]

Oops, cnt'd:

Those subtotals are custom fields that exist on every opportunity, and the data in them will be opportunity-specific, but the calculation the field needs to make will be the same every time. 

I need this to work in such a way that as products are selected from the price book from their various families for any given opportunity, that the subtotals per family adjust accordingly. 

[Autologigal]

I am ready to tweak!

what do I need to do first?

[Stevemo]

Okay, there's a few things you've gotta iron out to make this work.  Also there are some minor/not so minor annoyances to deal with in SFDC as far as things you can/can't get a handle to through "basic" custom fields, formulas, relationships, etc... (without getting into Apex Triggers and stuff like that)    

One of them is that you cannot get an adequate handle to the Product Family field via the Opportunity Roll-Up Summary, or Opportunity Product (a HUGE pet peeve of mine!).  

So you need to create a custom Family field on the Opportunity Product that you can use as a filter on your Opportunity Roll-Up Summary field to calculate stuff like:

SUM $Total Price of Opportunity Products from "Dairy" Family 

SUM $Total Price of Opportunity Products from "Produce" Family  

SUM $Total Price of Opportunity Products from "Meat" Family...  

It's possible that you could have your "custom" Opportunity Product Family field be updated by a workflow rule, or ApexTrigger if that's something you'd want.  

Once you get your "custom" Opportunity Product Family field set up, you can then reference it in your Opportunity Roll-Up Summary fields.

I'm sure there are people on this board who are WAY more ApexTrigger, JavaScript savvy than I am who can come up with a much more elegant solution, but working within the confines of SFDC Formula Language, Fields, Objects and Relationships this is the best that I can do...  

Or to paraphrase the noted Bear and Salesforce Admin Winnie the Pooh "I am a bear of very little brain, and long words bother me". 

Message Edited by Stevemo on 08-14-2009 03:18 PM