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Overview

Excerpt

In this section, you will find information about how to mass update quote / quote line items in Salesforce.com.

 

 

Concerned profiles:

     ALL

Table of content

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Step By Step

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When the user needs to update quote line items for volume price or any other information in the quote line item he can do it with the mass update functionality.

Julio decides to choose the Mass update feature.

 

He

The user

goes to the quote line item related list, selects the line items to update and clicks on

mass update button.

Mass Update

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Image ModifiedOnce information are updated,

the user

Julio saves all the

records 

records in one click

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Quote creation

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