Apex Code Development You need to sign in to do that
Don't have an account?
jmarinchak Quote Loading Tool
All,
I've created a useful tool that we use for loading opportunity line items starting with a customer quote that is created in Excel. Users just need to load the customer quote details (partnumber, quantity and price) into the sheet named "CustomerQuote."
Our quotes start on row 19 with the Qantity stored in Column B, the "Product Code" stored in Column C, and the Price stored in Column E. Then, you just click over to the "Setup" sheet and enter the Account = cell B3, Pricebook = cell B4, Opportunity Name = cell B5, expected close date = cell B6, and set the option of patial load (in case the tool finds errors) - to start, set this to "No."
After that, you just click on the "Upload Quote" button to load the parts, quantities and prices listed on the "CustomerQuote" sheet into the opportunity. You will be prompted for your username and password (don't forget to add your token).
If you want to avoid typing your username and password each time, you can put your username into cell A1 and your password into cell B1. (you have to be careful not to share the speadsheet with those values set)
Please let me know if you have any problems with the tool.
Enjoy!
Grab the tool at the Link below -
Message Edited by jmarinchak on 07-21-2008 07:48 AM
Message Edited by jmarinchak on 07-21-2008 05:33 PM