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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • 📦SmallBuilder Line Items
    • Release Notes
      • '25 Update
        • v 1.38
        • v 1.37
    • SmallBuilder Line Items Overview
    • Getting Started
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Builder
      • Getting Stared with the Builder
      • Default Setting
        • Responsive Screen Configuration for Devices
        • Adjusting Editor Screen Ratio
        • Modifying Editor Labels
        • Lookup Selector Settings
          • Search All on Load
          • Expand Filters by Default
          • Allow Select Duplicate Item
          • Caching to Improve Performance
          • Records Per Page
        • Line Item Editor Settings
          • Show Summary
          • Freeze First Column
      • Builder Setup Steps
        • Relate Objects
          • Parent Object
          • Line Item Object
            • Set Object and Parent Reference Field
            • Set Filters and Sorting for Saved Line Items
            • Control Line Item Deletion
            • Set Auto-Numbering
          • Lookup Object
            • Select Lookup Reference Field
            • Set Keyword Search
            • Block Lookup Selector
            • Set Filters and Sorting for Lookup Records
        • Setup Lookup Selector
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Column Width
          • Change Text Alignment
          • Add Virtual Columns for DataSource
        • Setup Line Item Editor
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Default Value
          • Source Field: Assigning Default Values from Parent or Lookup Fields
          • Set Column Width
          • Change Text Alignment
          • Set Field Input to Read-Only
          • Set Field Input as Required
          • Display Totals
          • Hidden Setting for Line Item Editor Columns
          • Exclude Certain Fields from Saving
        • Preview
        • Activate
        • Create Button and Add to Page Layout
      • DataSource
        • Basic DataSource: Retrieve Related Object Data
        • Advanced: Retrieve Data Using Apex Classes
      • Cloning the Builder
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      • Insert Filters Using the Query Wizard
      • Inserting Custom Labels into Editor Labels
    • Product Option
      • Product Option Setup Steps
        • Activate Product Options
        • Configure Product Options
          • Default Setting
          • Line Item Setting
        • Configure Product Option Data
      • Display and Storage of Line Item Option Values
    • Use Cases
      • Utilizing the Editor’s Aura Component
    • FAQ
  • 📦SmallBuilder Lists
    • SmallBuilder Lists Introduction
    • Getting Started with SmallBuilder Lists
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Getting Started with Builder
    • Builder Setup Steps
      • Default Setup
        • Title
        • Legend
        • Allow Export
        • Allow Import
        • Show Icon
      • Datatable Setup
        • QUERY
        • Multi Selectable
        • Show Summary
        • Add and Edit Columns
          • Column Editing by Type
        • Add Virtual Column
        • Add Row Action
      • Data Import Setup
      • Action Setup
        • Add Action
      • Filter Setup
        • Add and Configure Filters
          • Filter Editing by Type
      • Compact Configurator Setup
        • Add and Configure Columns
          • Editing by Column Type
      • Mobile Setup
      • DataSource Setup
        • Basic DataSource
          • Add and Configure Actions
        • Advanced DataSource
          • Writing an Apex Class
      • List Deployment and Management
        • Creating a List Configurator Manually
  • 📦SmallBuilder Documents
    • SmallBuilder Documents Introduction
    • Quick start
    • Components
    • Data Merge
      • Data Merge - Text
      • Data Merge - Related List
    • Document Job
    • Basic usage examples
      • How to pin a logo image to the top of the page
      • How to leave a gap between the components
      • How to add separators between the components
    • Advanced usage examples
      • Creating an invoice template
      • Automatically email invoices with a trigger
    • FAQ
    • 🌟Release Note
      • '24 Update
        • v. 1.50 ~
  • 📦SmallBuilder Schedules
    • SmallBuilder Schedules Introduction
    • Quick start: creating a new Schedule configurator
    • Detailed setup guide
      • Basic settings (Side Panel)
      • Linked objects setup
      • Control Field setup
      • Schedule Object setup
      • Saving and activating
    • FAQ
  • ❓SmallBuilder Troubleshooting
    • SmallBuilder Troubleshooting Help
      • Add Button Warning (If the button is not added to the page)
      • Add Tab Warning (Tabs are created and added to the app, but not visible)
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  • Why Use the Line Item Editor?
  • What is a Junction Object?
  • Key Features

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  1. SmallBuilder Line Items

SmallBuilder Line Items Overview

Previousv 1.37NextGetting Started

Last updated 4 months ago

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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.

Why Use the Line Item Editor?

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 only.

For example:

  • 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.

Standard Screen

In the standard Salesforce screen, total amounts are not automatically calculated when modifying unit prices or quantities after adding products.

Line Item Editor Screen

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.

What is a Junction Object?

The Line Item Editor is built on objects with junction relationships. As previously mentioned, Opportunities, Quotes, and Orders are examples. Let’s 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

Key Features

✔️ Support for All Objects

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.

✔️ Point-and-Click Configuration Tool

The builder simplifies the creation of complex Line Item Editor involving three or more objects, such as Opportunities, Products, and Pricebooks.

✔️ Real-Time External Data Integration

For scenarios requiring real-time external data integration, the Builder supports integration by invoking Apex code for seamless real-time data retrieval.

✔️ CPQ Alternative

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.

📦
junction objects (many-to-many relationships)