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Enabling Quote Builder

⚠️

If you’re using the quote builder on the Opportunity object, you can skip this whole article. SalesReady already comes configured for this object.

Using the quote builder requires two simple lookup fields:

  • Line item object (QuoteLineItem, OrderItem, WorkOrderLineItem, etc.)

  • salesready__Group__c object

Line Item Object

  1. Go to the Object Manager and select the applicable line item object.

  2. Create a Lookup field to the SR Line Item object.

  3. Set the API name to be SR_Line_Item__c exactly.

Group Object

  1. Go to the Object Manager and select the salesready__Group__c object.

  2. Create a Lookup field to the field where you’ll be using the quote builder (Quote, Order, WorkOrder, etc.)

  3. Set the API name to be the exact API name of the main object.

    1. E.g. if using for the standard Quote object, the API name will end up being Quote__c.

    2. E.g. if using the standard WorkOrder object, the API name will end up being WorkOrder__c.