Relate Objects
Last updated
Last updated
The first step in configuring the builder is to define the relationships between the objects that will be used in the Line Item Editor. These relationships must follow a Junction object structure, requiring the configuration of Parent, Line Item, and Lookup objects.
The parent object is the master object for the line item object and must have a Master-Detail or Lookup relationship with it. The Line Item Editor is executed from the record page of the parent object.
The line item object stores additional details entered after selecting reference data.
The lookup object is referenced by the line item object. Users select lookup records, which are then used to create line item records.
To manage multiple products related to an Opportunity, the OpportunityLineItem object is used. This object references PricebookEntry to retrieve product and pricing information. Using SmallBuilder Line Items, we will reconfigure this standard Opportunity Product registration screen.
Parent Object: Opportunity Serves as the parent object linking multiple products and maintains a Master-Detail relationship with OpportunityLineItem.
Line Item Object: OpportunityLineItem Stores product-related data such as sales price, quantity, and total amount and is linked to the Opportunity.
Lookup Object: PricebookEntry Retrieves product names and pricing information and is referenced by OpportunityLineItem through a Lookup relationship.
