SmallBuilder Line Items Overview
Last updated
Last updated
SmallBuilder Line Items provides a Line Item Editor that supports discount calculators and external data integration for both standard objects like Opportunities and Quotes, as well as custom objects. This solution enables seamless implementation without requiring development.
In Salesforce, standard objects with junction relationships, such as Opportunities, Quotes, and Orders, are essential in Sales Cloud. While Salesforce provides robust out-of-the-box functionality for adding and modifying line items for these objects, there are some limitations.
The Line Item Editor currently supports junction objects (many-to-many relationships) only.
Total amounts are not automatically calculated when entering sales prices or quantities.
Users must manually calculate and enter discounts.
Many users want to reference inventory data from their servers when selecting products or entering line items.
They also wish to automatically apply account-specific discounts from related objects.
These needs often require developer intervention, making it difficult for admins to customize or update features. With the Line Item Editor, these limitations are addressed using a point-and-click approach:
Automatic calculations and external data integration can be implemented with minimal development or point-and-click configurations.
The builder enables easy screen implementation, saving time and simplifying maintenance for feature updates or modifications.
The basic setup required for implementing the Line Item Editor does not need coding, making it accessible to Salesforce admins with fundamental knowledge.
In the standard Salesforce screen, total amounts are not automatically calculated when modifying unit prices or quantities after adding products.
By re-implementing the standard product editing screen with the Line Item Editor, you can expand functionality to include inventory display, automatic calculations, discount applications, and more.
The Line Item Editor is built on objects with junction relationships. As previously mentioned, Opportunities, Quotes, and Orders are examples. Letβs explore the structure of Opportunity Line Items:
When adding products to an Opportunity, the PricebookEntry object is required to retrieve product and pricing information. Once products are added, details like sales price and quantity are stored in the OpportunityLineItem object.
The OpportunityLineItem object bridges the Opportunity and PricebookEntry objects, allowing multiple PricebookEntries to be linked to a single Opportunity. Objects that serve this role are referred to as junction objects.
With these relationships in place, the Line Item Editor can be implemented at any time. Within the editor, these objects are referred to as:
Parent: Opportunity
Lookup: PricebookEntry
Line Item: OpportunityLineItem
The SmallBuilder Line Items editor supports all objects. This means it can handle line items for not only standard objects like Opportunities or Quotes but also custom objects, eliminating the need for coding.
The builder simplifies the creation of complex Line Item Editor involving three or more objects, such as Opportunities, Products, and Pricebooks.
For scenarios requiring real-time external data integration, the Builder supports integration by invoking Apex code for seamless real-time data retrieval.
The Line Item Editor can apply a discount calculator to currency fields, making it an excellent alternative to CPQ for scenarios where convenient discount calculations are essential.
