The Quote Record in Salesforce
- Anne Krieg
- Phu Nguyen (Unlicensed)
Introduction
When you save the quote in the editor, the associated data record is created in Salesforce. You will find all the information from the individual quote line items, the master data, etc. clearly summarized here in addition to a preview of the quote PDF. An overview of the editing options can be found in the user documentation. At this point we would like to go into the content structure of the data record in Salesforce.
With the help of the SF42_QuoUpdateHTML__c checkbox you have the possibility to create an updated quote PDF also outside the editor. Please note that only one quote can be updated at a time. After executing the action, the checkbox will be reset to the original state "false".
Fields for the quote record
Note that the fields on the Quote record are automatically populated from the editor values. Manual editing on the record page by the default user is not provided.
The most important fields related to the quote record can be found in the upper section of the page.
Field in Salesforce | API-Fieldname | Explanation |
|---|---|---|
Quote  | Name | Name of the quote as defined in the quotesavename parameter |
Quote number | sf42_quotefx__SF42_QuoNumber__c | Consecutive quote number as set on the appero Quote Setup App home page. If the quote number is already contained in the Name field, this field does not need to be displayed. |
Quote date | sf42_quotefx__SF42_QuoDate__c | The quote date corresponds to the creation date of the record in the editor. |
Stage | sf42_quotefx__SF42_QuoStatus2__c | Picklist with the values New - Sent - Invalid - Declined - Accepted |
Type | sf42_quotefx__SF42_QuoType__c | Formula field that sets the values: quote, template or order confirmation. |
appero Language Locale | sf42_quotefx__SF42_QuoLanguageLocale__c | If applicable, a language and locale will be taken from the opportunity, otherwise the field will remain empty. |
Active | sf42_quotefx__SF42_QuoStatus1__c | Selection between Active and Inactive |
Primary Quote | sf42_quotefx__SF42_QuoIsPrimary__c | If the quote is copied to the opportunity, it will be marked as "Primary quote" via the checkbox. |
Related Quote | sf42_quotefx__SF42_relatedQuote__c | Lookup to the underlying template |
Valid until | sf42_quotefx__SF42_QuoValidThruDate__c | Returns the validity date from the master data. |
Order Entry | sf42_quotefx__SF42_AcceptedDate__c | Is set by triggering the order entry via the Quote Action button |
Order Confirmation | sf42_quotefx__SF42_QuoOrderConfirmation__c | Checkbox |
Template | sf42_quotefx__SF42_QuoIsTemplate__c | Checkbox |
Recipient information
The most important recipient information is already displayed by default in the compact layout of the quote page. Additional fields can also be displayed as required e.g. in multi-level sales.
Feld in Salesforce | API-Feldname | Erläuterung |
|---|---|---|
Quote for Opportunity | sf42_quotefx__SF42_QuoOpportunity__c | Lookup to the associated opportunity |
Quote for Account | sf42_quotefx__SF42_QuoAccount__c | Lookup on the opportunity account This field also exists for Account 2-4. i.e. sf42_quotefx__SF42_QuoAccount2__c etc. |
Quote for Contact | sf42_quotefx__SF42_QuoContact__c | Lookup on the opportunity contact This field also exists for Account 2-4. i.e. sf42_quotefx__SF42_QuoContact2__c etc. |
Account | sf42_quotefx__SF42_PrimaryAccount__c | Lookup to the primary account (relevant in multi-level sales, otherwise equal to Opportunity account) |
Quote calculation
The imputed fields summarize the calculation of each quote line item.
Field in Salesforce | API-Fieldname | Explanation |
|---|---|---|
Sum Listprice | sf42_quotefx__SF42_QuoSum_Listprice__c | Sum Listprice Adds from all products of the quote the value of the SumListprice column. |
Sum Net | sf42_quotefx__SF42_QuoSum_Netto__c | Sum net Adds the value of the SumPrice column from all products in the quote. If the quote contains elements of the Sum Discount type, the value of the EndPrice column is subtracted from the total. |
Sum Net Net | sf42_quotefx__SF42_QuoSum_NetNet__c | Sum Net Net In this field, the Lowsell Prices of the individual items are multiplied by the quantity fields Quantity and, if applicable, packaging unit and quantity multiplier. The result is the lowest offer price including all existing discounts. |
VAT (Tax) | sf42_quotefx__SF42_Tax_Quote__c | VAT Indicates the VAT rate of the quote in %. |
Sum VAT | sf42_quotefx__SF42_QuoSum_Vat__c | Sum VAT. Calculates from all products of the quote the VAT amount, based on the Lowsell Price. |
Sum Total | sf42_quotefx__SF42_QuoSum_Brutto__c | Sum Total a) Adds from all products of the quote the value of the Sumprice column plus the proportional VAT share (Sumprice/100)*(100+SF42_Tax_Quote__c). If the quote contains elements of the Sum Discount type, the VAT will be added to the value of the Endprice column and the calculated amount will be deducted from the sum. b) If the "Use Sum Totals as Listprice totals" setting is active, the value of the SumListprice column will be added in this field from all products. |
Total Discount | sf42_quotefx__SF42_QuoTotalDiscount__c | This field shows the total discount of the quote as an amount. |
Total Discount (%) | sf42_quotefx__SF42_QuoTotalDiscountPercent__c | This field shows the total discount of the quote as a percentage. |
Layout information
The information about the quote layout is usually not displayed on the page, but of course it can be viewed.
Field in Salesforce | API-Fieldname | Function |
|---|---|---|
Column Layout | sf42_quotefx__SF42_ColumnLayout__c | This long text area records the global column layout of the quote. |
Custom Address | sf42_quotefx__SF42_QuoCustomAddress__c | Specifies the address area in html formatting with display of the variables |
Custom Address (Html) | sf42_quotefx__SF42_QuoCustomAddressHtml__c | Specifies the address area in html formatting with resolved variables |
Custom Sender in Layout | sf42_quotefx__SF42_QuoCustomSender__c | Specifies the sender area in html formatting with display of the variables |
Custom Sender in Layout (Html) | sf42_quotefx__SF42_QuoCustomSenderHtml__c | Specifies the sender area in html formatting with resolved variables |
Use one Background in Page Layout | sf42_quotefx__SF42_QuoPageUseOneBG__c | Checkbox |
Print without Logo | sf42_quotefx__SF42_blank__c | Checkbox |
First Page Background | sf42_quotefx__SF42_FirstPageBackgroundID__c | Record ID of the used letter paper cover sheet |
Second Page Backgroud | sf42_quotefx__SF42_SecondPageBackgroundID__c | Record ID of the used letter paper continuation sheet |