Discover how we reimagined Quote management in Salesforce by building a custom table wizard that allows sales teams to quickly view, edit, and organize Quote Line Items, apply instant updates, and generate version-controlled PDFs. This streamlined process improved accuracy, reduced manual work, and enabled faster deal turnaround.
Sales Cloud, Experience Cloud
Finance
USA
Challenge
Salesforce users faced inefficiencies and a lack of clarity when managing Quote Line Items on a Quote record. The absence of a streamlined and intuitive interface led to difficulties in creating, updating, and deleting Quote Line Items. This manual and fragmented process hindered productivity and made it challenging to keep track of product data effectively. Furthermore, generating and saving customized PDFs from the Quote record with specific data (such as headers, footers, and versioning) was a cumbersome task, requiring extra steps to ensure the correct information was captured and saved for future reference.
Solution
To address these challenges, we implemented a fully custom Table Wizard on the Quote record page, designed to enable users to create, update, and delete Quote Line Items seamlessly. This wizard functions as an interactive table, where each row represents a Quote Line Item record, allowing users to perform CRUD operations directly within the interface.
Additionally, a custom action was introduced on the Quote record page to generate a Visualforce page. This page renders as a PDF containing additional data in the header and footer, capturing essential Quote information like creation date, Quote name, and version number. Once generated, the PDF is automatically saved, with a naming convention that includes the creation date, Quote name, and version for easy tracking.
To further enhance user experience, the table wizard was equipped with features to highlight and adjust rows and sections in various colors. This functionality helps users focus on critical information, streamlining the process and ensuring that attention is given to the most relevant Quote Line Items.
Results
The implementation of the custom Table Wizard and Visualforce PDF generation significantly improved user efficiency and accuracy in managing Quote Line Items. With the ability to create, edit, and delete Quote Line Items directly on the Quote record page, users no longer had to navigate through multiple screens or perform repetitive tasks.
The automatic saving of customized PDFs with version tracking streamlined the process of generating quotes, ensuring that the most up-to-date information was always captured and easily accessible. Users also benefitted from the enhanced table features, which allowed them to visually prioritize important Quote Line Items, reducing errors and boosting productivity.
As a result, the solution led to faster quote creation, improved data management, and a more efficient quoting process overall. The integration of custom functionality into Salesforce empowered users to focus on higher-value tasks, leading to better decision-making and improved customer satisfaction.
Ready to transform your Salesforce experience? Whether you have a question, need a custom solution, or want to learn more about our services, the TrueSolv team is here to help. Fill out the form, and let’s work together to elevate your business operations!
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