Quote Type Setup

Prerequisites

To add quote types, you need the following permissions:

FX E-Ticketing minimum permissions
System permissions:
- Customize Application
- Manage Profiles and Permission Sets
- View Setup and Configuration

Basics

Quote types classify quotes.

How it Works

When you add quote types, you can link:

Quotes to quote types
Statuses to quote types
Quote workflows to quote types

Best Practices

When adding a quote type to a picklist, always enter its record type name and not its label.

Adding a Quote Type

Access FieldFX Back Office
Switch to Salesforce Classic
Add the quote type:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Quote
3. Under Record Types, click New
4. In Existing Record Type, select "Master"
5. In Record Type Label, enter the quote type
6. Select Active
7. Click Next
8. In Apply one layout to all profiles, select a page layout to use for the quote type
9. Click Save
Configure the Status object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Status
3. Under Custom Fields & Relationships, click SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the quote type name
6. Select Quote
7. Click Save
8. Click Back to Status at the top of the page
9. Under Custom Fields & Relationships, click SObject
10. Under Field Dependencies, click Edit next to SObject Record Type
11. Hold down Ctrl and select the quote type in the Quote__c column
12. Click Include Values
13. Click Save
Configure the Status Workflow object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Status Workflow
3. Under Custom Fields & Relationships, click SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the quote type name
6. Click Save
7. Click Back to Status Workflow at the top of the page
8. Under Custom Fields & Relationships, click SObject
9. Under Field Dependencies, click Edit next to SObject Record Type
10. Hold down Ctrl and select the quote type in the Quote__c column
11. Click Include Values
12. Click Save
Configure the eForm Config object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click eForm Config
3. Under Custom Fields & Relationships, click Key SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the quote type name
6. Click Save
7. Click Back to eForm Config at the top of the page
8. Under Custom Fields & Relationships, click Key SObject
9. Under Field Dependencies, click Edit next to Key SObject Record Type
10. Hold down Ctrl and select the quote type in the Quote__c column
11. Click Include Values
12. Click Save
Grant permission to use the quote type:
1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets
2. Open a permission set
3. Under Apps, click Object Settings
4. Click Quotes
5. Click Edit
6. Under Record Type Assignments, select the quote type
7. Click Save
8. Repeat steps a to g for additional permission sets as needed
Add a quote workflow for the quote type