This site contains information to help Salesforce admins to get started with SmallBuilder products.

Installation

SmallBuilder is available for installation directly from the AppExchange.

When you install SmallBuilder, you will get access to the free trial by default. You can implement Line-item Configurators, Document Templates, and Lists with the free trial. However, if you want to set up more than one configuration, you need to purchase a license.

License and Permission Set Assignment

SmallBuilder offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

Organization Currency Setup

After an organization is initially created, the currency may be set to null. If the currency is not properly configured, SmallBuilder may not function correctly. Make sure to verify that your organization’s currency is properly set before using the product.

Connected App Configuration

To perform metadata-related tasks, such as adding buttons to page layouts or creating tabs in the builder screen for SmallBuilder, you need to configure the connected app.

SmallBuilder offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

License Assignment

After an organization is initially created, the currency may be set to null. If the currency is not correctly configured, SmallBuilder may not function properly. Please ensure the organization’s currency is properly set before using the product.

1. In Setup, enter Company in the Quick Find box, then select Company Information.

'25 Update

• - Implemented line item configurator migration feature, improved UI/UX for text area fields, and fixed filter-related and other errors

• - Fixed mobile UI/UX issues and certain save errors

After an organization is initially created, the currency might be set to null. If the currency is not properly configured, SmallBuilder Line Items may not function as expected. Ensure the organization’s currency is properly set before using the product.

1. In Setup, enter Company in the Quick Find box, then select Company Information.

The Product Option feature allows you to add sub-options to a line item, making it possible to register and manage components of a specific product (e.g., additional services, accessory products). This is particularly useful when handling product configurations.

Configuring Product Options

To use the Product Option feature, first activate it in the builder and configure the required settings and data. Follow the setup procedures outlined in the reference documentation:

View Product Option Setup Procedures >

Display and Storage of Line Item Option Values

Learn how product options are displayed and stored in line items:

View Display and Storage Methods >

To smoothly configure the builder and use the editor in SmallBuilder Line Items, a few initial setup steps are required.

Package Installation

Install SmallBuilder Line Items in your organization from the AppExchange.

Assigning Licenses and Permissions

SmallBuilder Line Items offers 10 free licenses. Before using the product, assign the relevant licenses and permission sets to users for access.

Organization Currency Setup

After an organization is initially created, the currency might be set to null. If the currency is not properly configured, SmallBuilder Line Items may not function as expected. Ensure the organization’s currency is properly set before using the product.

Connected App Setup

To perform metadata-related tasks such as adding buttons to page layouts or retrieving custom labels in the builder, additional configurations for the connected app in SmallBuilder Line Items are required.

The Line Item Editor provides a responsive layout tailored to device types (desktop and mobile). It adjusts the size and structure of the editor to deliver an optimal user experience based on the display environment. While desktops display more comprehensive information, mobile devices offer a simplified view.

If you prefer a simplified, consistent layout across all devices, set the device mode to Mobile. This ensures a streamlined and uniform interface regardless of the device being used.

Desktop View

Mobile View

You can customize the titles for the Lookup Selector and the Line Item Editor to fit your needs when launching the editor.

For instance, if you use multiple editors for the same object but want to display different titles based on the editor’s purpose, you can modify the labels. Additionally, the button label that navigates from the Line Item Editor to the Lookup Selector can also be changed.

These label changes can be easily configured by clicking the labels menu in the side panel.

Changing Titles

You can modify the title labels for both the Lookup Selector and the Line Item Editor. By clicking the icon( ) next to the input field, you can insert that will display translated titles based on the user’s language settings.

Changing Button Labels

The button label that navigates from the Line Item Editor to the Lookup Selector can also be customized. Similar to titles, you can click the icon button( ) to insert custom labels, enabling translated labels based on the user’s language settings.

Applying Custom Labels

For examples of how to apply custom labels, refer to the into Labels menu. This menu provides detailed instructions and examples of how to use custom labels effectively.

This setting automatically retrieves data when the Lookup Selector screen is loaded. By default, this option is enabled.

Example: When Search All on Load is Disabled

If this setting is disabled, data will not be automatically retrieved upon loading. Instead, records can only be retrieved through keyword searches.

Default (Enabled)

Disabled

Configure the target fields to be searched when entering a keyword. By default, the Name field is set as the target field, and the matching condition is Contains.

Example

The keyword search field is set to the Name field of the PricebookEntry object. The search condition is Contains, meaning that records where the product name includes the entered keyword will be retrieved.

In the editor’s lookup selector screen, if you type ‘Gen,’ only records with ‘Gen’ included in their product name will be displayed.

The parent object serves as the master object for the line item object, maintaining either a Master-Detail or Lookup relationship. The Line Item Editor is executed from the record page of the parent object. When searching for a parent object in the builder, only objects with child objects can be selected.

The Line Item Editor is launched from the record page of the parent object.

Configure the alignment of column values. There are three alignment options: left, right, and center. The default alignment is set to left.

Configure the fields (columns) to be displayed in the lookup selector. You can also add virtual columns to display data retrieved from DataSources.

Steps to Configure

In the Lookup Selector Setup step, click the Add Column button to select the fields to be displayed in the lookup selector.

Example: Adding Columns

Configure the properties of the fields used in the Line Item Editor. For each selected record from the Lookup Selector, define attributes such as price, discount rate, quantity, and more.

You can change the column labels displayed in the Lookup Selector’s data table. By default, the selected field’s label is shown. However, you can override it by entering a custom value in the label input field. Additionally, by clicking the icon( ) next to the input field, you can insert custom labels, which will display translated labels based on the user’s language settings.

Create virtual columns to store temporary values for displaying data retrieved from a DataSource. Virtual columns can be added by clicking the Add Virtual Column button and support value types such as text, number, and currency.

You can customize the column labels displayed in the Line Item Editor. By default, the label of the selected field is shown. However, if you enter a value in the label input field, the entered value will be displayed. Additionally, clicking the icon( ) next to the input field allows you to insert custom labels. This ensures that the label is translated according to the user’s language settings.

This setting ensures that the filter search layout is displayed in an expanded state by default. If you frequently use filters, enabling this feature can enhance usability.

Example: When Expand Filters by Default is Enabled

When the Lookup Selector loads, the filter search layout will be displayed in an expanded view by default.

Default (Disabled)

Enabled

The Hidden Setting for columns in the Line Item Editor is primarily used for the following scenarios:

Handling Field Values for Calculations

When specific field values are required for advanced calculations, these fields must be included in the Line Item columns. However, users may not need to see all of these fields on the screen. By using the hidden setting, these fields can be excluded from display while still being available for calculations.

Preventing Formula Field Errors

Formula fields in the Line Item object are recalculated during save operations. If a formula depends on a field with a null value, it may result in an error. To prevent this, the hidden setting ensures that required fields are added to the columns and assigned appropriate values without being visible to users.

Designate a Line Item field input as required to ensure users provide the necessary information.

Example: Setting a Field as Required

Fields designated as required are marked with a red line on the left side of the input box.

If a required field value is not entered before saving, an error message will be displayed as shown below.

If you want to skip the lookup selector and directly transition to the Line Item Editor, activate the Block Lookup Selector feature. Additionally, you can block the lookup selector based on specific conditions.

To set blocking conditions, use a specific field from the parent object as the control field. This field must be of the Boolean type, and if the value is true, the lookup selector will be blocked.

Example: Blocking Product Addtion for Renewed Opportunities

In the Line Item Editor, product addition (line item addition) is blocked for renewed opportunities. In this example, the IsRenewed__c field in the Opportunity object is used to define the blocking condition.

When the IsRenewed__c field is set to true, the button to transition to the lookup selector screen will not be displayed in the editor.

Once the builder configuration is complete and you have verified its functionality through the preview, activate the builder to make the editor ready for use. The editor cannot be used unless the builder is activated.

Activation is required to add the editor button.

You can fix the column width in the Lookup Selector’s data table. The unit for width is specified in pixels (px).

📦 Package Upgrade

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPf000000VPlJIAW

🗓️ Release Date

2025. 06. 09.

📒 Summary

🔸 Inline Editor

A new inline editor feature has been added, allowing you to edit records directly from the list view. You can now click on individual record values displayed in the list to edit and save them immediately—eliminating the need to navigate to the detail page. This enhancement significantly improves the efficiency of repetitive data editing tasks and streamlines list-based workflows.

Learn more about the inline editor >

If you want to cancel unsaved changes and restore the builder settings to their original state, use the Reset feature.

To use the Product Option feature, it must be activated in the builder. This setting can be enabled in the Lookup Object section during the object connection stage.

Standard Objects Only

As noted earlier, the Product Option feature is available exclusively for standard objects such as Opportunity, Quote, and Order.

This limitation exists because Product Options rely on PricebookEntry to retrieve product and pricing information. Since Salesforce only establishes a direct relationship between PricebookEntry and these objects (Opportunity, Quote, and Order), the feature is restricted to them.

This setting specifies the number of records displayed per page (or scroll). The default is 50 records per page.

You can assign default values when adding Line Items. Default values can only be set for text or numeric fields.

Example: setting the Quantity Default Value to 1

In the builder, set the default value for the quantity field (column) to 1.

When adding a Line Item, the quantity will automatically be assigned a value of 1.

You can configure the alignment of column values. There are three alignment options: Left, Right, and Center. The default alignment is Left.

Example of Text Alignment

You can change the order of the added columns using Drag & Drop functionality.

Steps to Reorder Columns

1. Click and hold the icon() on the far left of the desired column.

2. While holding down the mouse button, drag the column to the desired position and release.

Example: Reordering Columns

'25 Update

• v 2.12 - Child List Action.

• v 2.11.8 - Various bug fixes.

• - Child List Linking, Pinned Colums, Increase Excel Data Limit, Add Line Item Actions, and more.

• - Inline Editor

• - List Configurator migration

This setting allows the same record to be selected multiple times.

Example: Difference Between Standard and Duplicate Selection

Standard Selection

When a record is selected, it is either selected or deselected as usual.

Duplicate Selection

With duplicate selection enabled, selecting the same record multiple times will add it to the line items as many times as it is selected.

📦 Package Upgrade

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPf000000WGEXIA4

🗓️ Release Date

2025. 07. 28.

📒 Summary

🔧 Improvements

🔸 하위 리스트 작업 추가

You can now add actions (buttons) to child lists as well. Previously, actions such as creating records, deleting them, or launching flows could only be configured for the main or parent list. With this enhancement, the same actions can also be applied to child lists. This allows users to perform key operations on related records directly, significantly improving the usability and efficiency of list-based screens.

Configure fields to display totals at the bottom of the Line Item Editor.

Example: Displaying the Total Summary of TotalPrice

In the builder, check the Summary option for the TotalPrice field.

The total sum of TotalPrice is displayed at the bottom of the editor.

📦 Package Upgrade

🗓️ Release Date

2025. 4. 2.

📒 Summary

📦 Package Upgrade

🗓️ Release Date

2025. 7. 17.

🐛 Bug Fixes

Displays summary information at the bottom of the Line Item Editor.

Example: Displaying the Sum of Total Price Field Values in Line Items

In this case, the total values from the TotalPrice field (column) of all added line items will be summed up and displayed at the bottom of the editor.

To perform metadata-related tasks such as adding buttons to page layouts or retrieving custom labels in the builder, additional configurations for the connected app in SmallBuilder Line Items are required.

Step 1: Configure Permitted Users

1. In Setup, enter Connected Apps in the Quick Find box and select Manage Connected Apps.

To register a line item, you first need to search for a lookup object, such as a product, select the desired record from the search results, and configure details like quantity to complete the registration. The lookup selector setup allows you to configure the layout of search results for lookup object queries.

To implement the Line Item Editor, follow these steps:

The Default Setting configures essential options for the Builder, including its name, description, and key features such as whether to display data directly in the Lookup Selector or show summaries in the Line Item Editor.

These settings can be configured from the side panel of the Builder.

Settings Available in the Side Panel

📦 Package Upgrade

🗓️ Release Date

2025. 4. 8.

🐛 Bug Fixes

x`Configure filters to load specific records of the lookup object that meet defined conditions, and set sorting options to arrange the records in the desired order when the Lookup Selector screen loads.

Set Filters

Filters ensure that only records meeting the specified conditions are displayed when the Lookup Selector is loaded. The filter configuration follows the syntax of a SOQL WHERE clause.

For example, to display only active PricebookEntry records, you can write:

Additionally, you can use the Query Wizard to automatically generate filters without manually writing them.

Start by selecting the parent object, then move to the child object (line item), and finally configure the lookup object that the line item refers to. When defining the lookup object, you must select the field in the line item that references the lookup object.

How to Set Up the Lookup Object

Let’s assume you are setting up the builder for OpportunityLineItem based on the Opportunity object. As shown in the object structure diagram below, OpportunityLineItem has two key relationships:

• Opportunity

These settings pertain to the Lookup Selector, allowing you to configure record selection methods and search functionality.

• Automatically retrieves data when the Lookup Selector screen is loaded. This option is enabled by default.

• Displays filter options in an expanded state by default. Enable this feature if you frequently use filters.

Fixes the first column when scrolling horizontally in the Line Item Editor. If there are many columns to display, try freezing the first column for better navigation.

Default

The Lookup Object is referenced by the Line Item Object, allowing users to select lookup records that serve as the basis for creating line item records.

You can leverage the Add Button feature at the top of the builder to add the implemented Line-Item Configurator to the Parent object's page layout.

This button will appear on the Parent object's page in Salesforce so that users can launch the Line-Item Configurator that you have set up.

Create Button and Assign to Page Layout

Configure filters and sorting to display specific saved line items that meet certain conditions when the Line Item Editor is executed. These settings help you display only the desired data and control the order in which it is retrieved.

Set Filters

When the editor is executed, you can filter the saved line item data to display only the records that match specific conditions. Filters follow the same logic as the WHERE clause in SOQL.

For instance, if you want to use the editor to manage Opportunity Products divided into regular and subscription-based products, you can apply filters to each editor. For an editor handling subscription-based Opportunity Products, you can filter records where the custom field Type__c equals ‘Subscription’ by writing the filter as follows:

When adding Line Items, you can assign specific field values from the Parent Object or Lookup Object as default values.

SmallBuilder Line Items offers 10 free licenses. Before using the product, ensure that each user has the necessary SmallBuilder Line Items license and permission set assigned for proper access.

License Assignment

To set up and use the Product Option feature, follow these steps:

You can export the current org’s Line Item Builder configuration as a JSON file, or import a JSON file created in another org to perform a migration. This allows you to easily transfer Line Item Builder settings between different organizations.

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.

Configuration Steps

Auto-numbering can be configured for line items upon saving. This feature is particularly useful when managing product options, as it helps to differentiate and organize each line item effectively.

You can fix the width of a column. The unit of measurement is pixels (px).

Example of Column Width Adjustment

As shown in the image below, the widths of the Sales Price and Quantity columns are uneven, making the table visually unbalanced. To improve the appearance, you can adjust the column widths to ensure uniformity.

In the builder, set all columns to a width of 180px

Purpose of Cloning

The cloning feature serves two primary purposes:

1. Safe Modifications and Testing

Since version control is not supported, cloning the current settings allows you to make modifications and test safely. This ensures that you can experiment with changes without affecting the original setup.

Adding the component yourself

If you want to call the Line Item Editor from somewhere other than the button, you can insert <SBLD:LineItemConfigurator /> as shown below.

Manage settings related to the Line Item Editor, such as displaying summaries at the bottom or fixing the first column.

• Displays summary information at the bottom of the Line Item Editor.

• Fixes the first column when scrolling horizontally in the Line Item Editor. If there are many columns to display, try freezing the first column for better navigation.

You can set up DataSources when you want to show data from other related objects, or from external systems in addition to fields from the Lookup or Line Item objects.

Adding a DataSource in the builder

1. If you're setting up a DataSource for a Lookup object, go to the Setup Lookup Selector step. If you're setting up a DataSource for a Line Item object, go to the Setup Line-item Editor step.

Caching enhances performance by enabling faster data retrieval and providing a more stable environment. However, cached data may not reflect recent changes immediately.

The screen ratio supports 100%, 90%, and 80%, with the default set to 100%.

When Screen Ratio is 100%

Displays the standard editor screen.

By default, Line Item fields accept input except for formula fields. However, fields intended for data display purposes should be set to Read-Only.

Example of Setting a Field to Read-Only

After an organization is initially created, the currency may be set to null. If the currency is not correctly configured, SmallBuilder Lists may not function properly. Please ensure the organization’s currency is properly set before using the product.

1. In Setup, enter Company in the Quick Find box, then select Company Information.

2. Click Edit.

3. Under Currency Settings, ensure that a valid currency is selected.

4. If the currency is set to null, select the appropriate currency.

SmallBuilder Lists offers a powerful and flexible record listing feature. This system enables users to create and manage customized lists tailored to their needs by leveraging various data sources. It supports a wide range of filtering options and actions, making it highly adaptable. With SmallBuilder Lists, users can quickly address complex business requirements and make effective, data-driven decisions.

🔸 Why Choose SmallBuilder Lists?

Salesforce provides basic List Views for each object, which are essential for viewing data but come with significant limitations:

1. Limited Button Creation

In Standard List Views, buttons can only be implemented using URL or Visualforce Page formats, except for cases involving record creation or updates. For example, adding a button to generate orders by selecting multiple products in a product list requires using a URL format, which often involves additional configurations in the Flow itself, making the implementation complex and cumbersome.

2. Lack of Data Export Functionality

The lack of a data export feature is a limitation. Currently, it is not possible to export the data retrieved in lists to Excel. While this is a feature frequently requested by many clients, it requires additional development at this time. This inconvenience has been a longstanding concern for users.

3. No External Data Integration

Integration with external data is not supported. In the Standard List View, it is not possible to directly access real-time data from external systems such as ERP.

SmallBuilder Lists addresses these limitations by offering advanced features, as well as highly requested features like Excel export and real-time integration with external data. Additionally, its intuitive Point & Click List Builder allows anyone to implement advanced features without requiring development skills.

🔸 Key Features of SmallBuilder Lists

The key features of SmallBuilder Lists are as follows:

✅ Point & Click Configuration Tool

Admins can effortlessly configure filters, action buttons, and columns using the Point & Click interface. Real-time previews during setup allow users to see the results of the list configurations instantly.

✅ Versatile Action Buttons

SmallBuilder Lists supports multiple button types, including New, Delete, Flow, and URL. By adding Flow buttons, users can create buttons with a wide range of functionalities.

✅ Data Export (Excel)

Up to 50,000 searched records can be exported to Excel. This feature can be enabled or disabled in the List Builder, providing flexibility based on business needs.

✅ Advanced Filtering Options

Filters based on fields from the selected object allow users to extract and view only the records they need.

✅ Related Object and Real-Time External Data Integration

Whether internal or external, data scattered across multiple systems can be seamlessly viewed in one place using the Data Source feature.

This feature consolidates data from different sources into a single view, much like replacing multiple small windows with one comprehensive, panoramic view.

📦 Package Upgrade

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPf000000VG25IAG

🗓️ Release Date

2025. 5. 28.

📒 Summary

🔸 Migration

The list configurator migration feature is now available. You can export list configuration settings from the current org as a JSON file, or import a JSON file created in another org to migrate settings. This allows you to easily transfer list configurator between orgs.

Learn more about migration >

Before you begin, certain preparatory steps are necessary to fully utilize the powerful features of SmallBuilder Lists. These steps are essential for configuring the system efficiently and customizing it to meet your specific requirements. By completing these steps, you can ensure a smooth implementation of SmallBuilder Lists and optimize its performance in your organization.

🔸 Package Installation

Install SmallBuilder Lists in your organization from AppExchange.

🔸 Assigning Licenses and Permissions

SmallBuilder Lists offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

🔸 Organization Currency Setup

After an organization is initially created, the currency may be set to null. If the currency is not properly configured, SmallBuilder may not function correctly. Make sure to verify that your organization’s currency is properly set before using the product.

🔸 Connected App Setup

For metadata-related operations like creating and managing tabs within SmallBuilder Lists, additional configurations for the connected app associated with SmallBuilder Lists are required.

You can rearrange the order of added columns by using the Drag & Drop functionality.

Steps Reorder Columns

1. Click and hold the leftmost icon() of the desired column.

2. While holding the mouse button, drag the column to the desired position and drop it.

Example: Changing Column Order

Configuration Based on Parent Object

The builder provides automatic configuration support specifically for standard Opportunity, Quote, and Order objects. If the parent object is one of these, you can choose between the following two configuration methods:

Standard: Automatic Configuration

This option is available exclusively for standard objects such as Opportunity, Quote, or Order. It enables automatic setup of required configurations for the Line Item and Lookup objects, allowing for rapid configuration without manual effort.

Example: Automatic Configuration for Opportunity

When you apply standard settings for the Opportunity parent object, the following are configured automatically:

• Line Item Object

  • Configured as OpportunityLineItem

  • Essential fields such as Unit Price, Quantity, and Total Price are automatically added.

• Lookup Object

Manual Configuration: Customize Your Line Items

If your parent object is a custom object or you prefer custom setup, choose Manual Configuration.

Manual Configuration options include:

📦 Package Upgrade

https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPf000000Vy9ZIAS

🗓️ Release Date

2025. 7. 3.

⚙️ Features

🔧 Improvement

🐛 Bug Fixes

Configure the fields (columns) to be displayed and worked on in the Line Item Editor.

Steps to Add Columns

In the Line Item Editor Setup step, click the Add Columns button.

Example: Adding Columns

In cases where the Line Item Editor is configured based on Opportunity Products, you might want to display both the Unit Price and Total Price fields. While both fields are editable in Opportunity Products, they cannot be saved simultaneously because the Total Price is automatically calculated and stored based on the Unit Price and Quantity.

It may seem sufficient to set the Total Price field to read-only. However, since the Line Item Editor relies on builder settings, a field marked as editable will still attempt to save internally, even if it appears read-only on the screen.

To ensure that fields like formula fields or other read-only fields are not saved, you must explicitly activate the Do Not Save setting for these fields.

The line item object is responsible for selecting reference data, adding additional details, and saving the information. This object must be a child of the parent object. When the parent object is selected in the builder, associated child objects can be searched and selected. This step also provides settings for filters, sorting, auto-numbering, and more.

The Query Wizard simplifies the process of setting up filters, especially for administrators unfamiliar with SOQL syntax. Instead of manually writing the WHERE clause in SOQL, admins can use an intuitive interface to select conditions and input values, making filter configuration much more accessible.

Filter Configuration in the Builder

Normally, filter settings in the builder correspond to the WHERE clause in SOQL. For administrators who are not well-versed in SOQL, this can be challenging. The Query Wizard resolves this issue by allowing admins to configure filters without needing in-depth knowledge of SOQL.

By using the Query Wizard, admins can define filter conditions through simple selection and input steps. This significantly streamlines the process of creating filters.

Setting Up Logic

When multiple filters are added in the Query Wizard, they are combined using AND logic by default.

Example: Adding Three Filters

When three filters are added using the Query Wizard:

These filters are combined into a single condition as follows:

Changing Logic

To modify the logic, click Edit Logic and customize the logic using the filter numbers.

Example: Changing All Conditions to OR

If you want to use OR instead of AND, edit the logic as follows:

The updated logic will generate filters based on the new condition.

Binding Parent Object Fields to Filter Conditions

Filters can also bind values to fields from the parent object. By selecting the Parent option next to the value input field, you can link the filter condition to a specific parent object field.

This feature enables dynamic data retrieval based on parent object field values, offering greater flexibility in query configurations.

Example: Filtering Pricebook Entries Matching the Parent Object's Pricebook

Let’s configure a filter to retrieve Pricebook Entries that match the parent object’s Pricebook (Pricebook2Id):

1. In the Filter by Query section of the object connection step, click the Query Wizard button.
2. Next to the value input field, select Parent.
3. Search for and select the Pricebook field (Pricebook2Id) of the parent object

This configuration ensures that only Pricebook Entries matching the parent object’s Pricebook are retrieved. The Query Wizard automatically generates the necessary filter syntax, making it easy and convenient to add conditions.

Before using the Line Item Editor, you can preview how the settings configured in the builder will appear and function within the editor.

Example: Preview

The display and storage of option values in line items depend on specific option values and the fields configured in the Line Item Editor setup.

Display of Specific Option Values

Example

For an option with a quantity of 2 and a total price of $90, the calculation works as follows:

Display and Storage Based on Line Item Column Settings

If an option value is mapped to a field that has been added as a column in the Line Item Editor, its display and storage behavior follow the column’s configuration:

• If the column has the “Do Not Save” setting enabled, the value will not be stored in the database, even though it is displayed in the editor.

• Fields not added as columns in the Line Item Editor will not be displayed in the editor but will still be stored internally.

Example: Total Price Field with "Do Not Save" Enabled

In this scenario, the Total Price field is mapped to the TotalPrice field in the line item but is configured with the “Do Not Save” setting in the editor:

The option’s total price is mapped to the line item’s TotalPrice field.

When the option is added and saved, the TotalPrice field is not stored due to the “Do Not Save” setting.

The JSON export feature converts the data defined in the List Configurator into a structured JSON format, allowing users to save it as a file or transfer it to external systems. This functionality enables easy migration of configured Line Item Editors or settings to other environments, and can also be used for backup or sharing purposes.

🔸Export

1. Click the "Start JSON Export" button in the Migration tab.

2. Select a builder and click the Export button.

3. Review the data converted to JSON, and if everything looks correct, click the Download button to download the JSON file.

Custom labels can be applied to labels displayed in the editor wherever the icon appears. Clicking this icon opens a modal window where you can select and apply the desired custom label.

Example: Changing the Label of the Lookup Selector Button in the Editor

When the lookup object is set to Pricebook Entries, the name of the lookup selector button displayed in the editor automatically inherits the object name. However, such button names may appear awkward to users. Changing the object label in Salesforce settings is inefficient because the object is used in multiple contexts, potentially impacting other screens.

Steps to Configure:

1. Navigate to the Labels menu in the side panel.

2. Click the icon next to the lookup button label input field.

3. Select the preconfigured custom label “Add Products (SmallBuilder_AddProducts)” from the modal window.

Result

The custom label will be translated and displayed in the editor based on the user’s language settings.

Example of Custom Label Translations for “Add Products (SmallBuilder_AddProducts)”:

When the user’s language is set to Korean, the button label displayed in the editor shows as “제품 추가”.

When the user’s language is set to English, the button label displayed in the editor shows as “Add Products”.

SmallBuilder Lists offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

🔸 License Assignment

A SmallBuilder license must be assigned to each user individually. Follow these steps to assign a license:

1. In Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.

2. Find SmallBuilder Lists and click on Manage Licenses.

3. Click Add Users to select the users to whom you want to assign the license.

4. Click Add

🔸 Assigning Permission Sets

SmallBuilder Lists provides two permission sets tailored for different user roles. Be sure to assign the appropriate permission set to each user to ensure smooth access to the product’s features.

✅ SmallBuilder Lists Manager

The SmallBuilder Lists Manager permission set is designed for administrators who need to manage the product. With this permission set, admins can configure List Builder settings, create list tabs, and manage other administrative tasks with ease.

✅ SmallBuilder Lists User

The SmallBuilder Lists User permission set is intended for general users who need to view lists. This permission set enables users to access and view the configured lists easily.

SmallBuilder Line Items starts with the Builder. Use the Builder to configure a customized Line Item Editor tailored to your needs.

Getting Started with the Builder

Learn how to launch the Builder and explore its components.

Read more >

Builder Setup Steps

Follow these steps to configure the Builder, from connecting objects to preparing the Line Item Editor for use.

How to Launch the Builder

1. Open the App Launcher( ) and search for SmallBuilder Line Items, then navigate to it.

2. Go to the Line Item Editor tab

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.

Control the deletion of saved line items based on their status by specifying a Boolean field that determines whether deletion is allowed. If the specified field value is true, the delete button will be disabled for the corresponding line item.

Once Product Options are activated, a “Product Option Settings” step is added to the top of the builder. In this step, you can configure the settings required to use the Product Option feature.

Product Option Settings

Product Option settings are divided into two main categories:

To perform metadata-related tasks, such as adding buttons to page layouts or creating tabs in the builder screen for SmallBuilder, you need to configure the connected app.

Step 1: Configure Permitted Users

Line Item Settings allow you to configure how configured product line items and option product line items are connected and how option information is mapped to line item fields.

Parent Line Item Field

Set the field that connects the line items of configured products to their option line items. This field must be a self-relationship field, which represents a relationship within the same object, allowing one record to reference another record in the same object.

Example

If the Parent Line Item Field is set to Base Line Item for Option (SBLI__BaseLineItemForOption__c), a self-relationship structure is created, enabling option records to reference their configured product record through this field.

Example in the Line Item Editor

Mapping Option Values to Line Item Fields

Configure which line item fields will store the information of selected options. The following option values can be mapped:

Example

for Opportunity Products, the following mappings might be configured:

Example in the Line Item Editor

For the configured product “Desktop PC Intel i3”, the RAM option “RAM 8GB” is selected. The option has a quantity of 1, with a list price and unit price of $45 each.

The values for quantity, list price, unit price, and total price are mapped to their respective fields, as configured.

JSON Import is a feature that allows externally provided JSON-formatted data to be imported into the organization, parsed, and applied to the system. With this functionality, users can easily load previously saved line item configurator settings or efficiently manage the configuration environment by adding and updating new settings.

🔸 Import

Clicking the Start JSON Import button will begin the process of importing line item configuration settings exported from another org.

Default Settings in the Product Option Settings step allow you to configure how product options behave when products are added or viewed in the Line Item Editor.

Unfold by Default

When the Line Item Editor loads, option line item lists for configured products are automatically unfolded to display all added options.

If you want to hide the option lists upon loading, deactivate the “Unfold by Default” setting.

Example

Unfold by Default Activated

Options are visible upon editor load.

Unfold by Default Deactivated

When “Unfold by Default” is deactivated, the option lists are hidden. To view the options, click the line item row with the expand icon () displayed next to it.

Skip Options Selection

When Product Options are enabled, selecting a product through the lookup selector typically includes an additional step for selecting options. By activating the “Skip Option Selection” setting, you can bypass this step, allowing the product to be added directly.

However, options can still be selected or modified later in the Line Item Editor.

Example

Default Behavior

The option selection step appears after selecting a product.

Skip Option Selection Activated

Activating the “Skip Option Selection” setting skips the option selection step after selecting a product, as shown in the image below. Even if this step is skipped, you can still select or add options later in the Line Item Editor.

Option Filters

Options are retrieved based on the selected product and the Pricebook (Pricebook2Id) of the parent object, such as Opportunity, Quote, or Order.

If you want to add additional criteria for retrieving options, you can configure Option Filters. These filters follow the SOQL WHERE clause syntax and are applied to the Product Option object (SBLI__ProductOption__c).

Example Filter:

Using Query Wizard

Instead of manually writing filters, you can use the to generate them automatically, simplifying the setup process.

📦 Package Upgrade

🗓️ Release Date

If you want to simply fetch related object data, consider using Basic DataSource settings. You can select an object related to Lookup or Line Item and map the fields of the retrieved object to the Lookup or Line Item fields via DataSource.

Basic DataSource Settings

Actions

Actions involve mapping the data fetched from the DataSource to the fields in Lookup or Line Items. Through these actions, the DataSource values are applied to the designated fields.

Example

When the Lookup Object is set to Product2, users often want to display UnitPrice information. However, in Salesforce, the UnitPrice is stored in the PricebookEntry object, which is a child object of Product. Since UnitPrice cannot be fetched via a formula field, we use a DataSource to query the related PricebookEntry data.

1. In the DataSource settings, specify the Source Object as PricebookEntry.

2. (optional) Click Query Wizard to set up the query conditions: IsActive = true AND Pricebook2Id = {$Parent.Pricebook2Id}

3. To match the PricebookEntry data to the Products, use the following settings:

Product Option data is managed using two objects: Product Feature (SBLI__ProductFeature__c) and Product Option (SBLI__ProductOption__c). Both objects reference the Product (Product2) object and serve the following purposes:

• Product Feature: An optional object used to group product options into categories.

• Product Option: The primary object for managing option products and their related information.

While the main focus is on configuring data in the Product Option object, the Product Feature object can be used additionally if needed for grouping purposes.

Product Feature

The Product Feature object allows you to group product options by category.

Object

Fields

Product Option

The Product Option object is the core component for managing option products and their associated details.

Object

Fields

Use the Advanced DataSource feature when you need to fetch data from external API servers or perform complex logic for data retrieval and merging. To set up Advanced DataSource, you must write an Apex Class. This approach provides greater flexibility compared to the Basic DataSource for fetching and processing data.

STEP 1: Implement the Interface for Writing an Apex Class

To use an Apex Class with Advanced DataSource, you must implement the SBLI.DataSourceService.Fetchable interface.

This interface includes the execute method, where you implement logic for processing data and returning an SBLI.DataSourceService.Result object. The result contains mapping information between the fetched data and the Lookup or Line Item objects.

Example Code

The following example assumes an external API is called to retrieve inventory quantities by product code. The data is then mapped to the Inventory__c field in the Lookup or Line Item object.

SBLI.DataSourceService.Parameter

An object containing information about the parent and lookup parameters configured in the builder.

Example Code

Methods

SObject getParentRecord()

Returns the parent record. If no parent parameter is configured in the builder, the value is empty.

List getLookupRecords()

Returns the lookup records. If no lookup parameter is configured in the builder, the value is empty.

SBLI.DataSourceService.Result

An object that contains all mapping information between the DataSource and the Lookup or Line Item objects, which is returned to the editor.

Mapping information is stored in SBLI.DataSourceService.Action objects, which are then added to the SBLI.DataSourceService.Result object and returned.

Example Code

Methods

addAction(SBLI.DataSourceService.Action action)

Adds an Action object containing mapping information to the Result object.

SBLI.DataSourceService.Action

An object that stores mapping information between the Lookup or Line Item and the DataSource values.

Example Code

Methods

setKeyValue(Object keyValue)

Sets the DataSource Key value that matches the Lookup or Line Item Key.

putSourceToTargetField(Object sourceValue, String targetFieldApiName)

Assigns the DataSource value to the specified Lookup or Line Item field.

STEP 2: Advanced DataSource Configuration

After selecting the Apex Class, specify the fields to be passed as parameters if the class requires parent or lookup information.