Quote Type Setup

Quote types classify quotes.

Prerequisites

To add quote types, you need the following permissions:

How Quote Types Works

When you add quote types, you can link:

Best Practices

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

Step-by-Step Guides

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Complete the following in order:

Add the Quote Type

  1. In Custom Objects, click Quote.

    To quickly find the object name, use ctrl+F then enter the name of the object (for example, ticket item or in this case quote). Click the down arrow to go to the next result.

    Down arrow in a Chrome Find Box

  2. Under Record Types, click New.

  3. In Existing Record Type, select "Master".

  4. In Record Type Label, enter the quote type and select Active.

  5. Click Next.

  6. In Apply one layout to all profiles, select a page layout to use for the quote type and click Save.

  7. Return to the Custom Objects screen.

  8. Continue with Configure the Status Object.

Configure the Status Object

  1. In Custom Objects, click Status.

  2. Under Custom Fields & Relationships, click SObject Record Type.

  3. Under Picklist Options in Values, click New.

  4. Enter the quote type name.

  5. Select Quote and then click Save.

  6. Click Back to Status at the top of the page.

  7. Under Custom Fields & Relationships, click SObject.

  8. Under Field Dependencies, click Edit next to SObject Record Type.

  9. Hold down Ctrl and select the quote type in the Quote__c column.

  10. Click Include Values and then Save.

  11. Return to the Custom Objects screen.

  12. Continue with Configure the Status Workflow Object.

Configure the Status Workflow Object

  1. Click Status Workflow.

  2. Under Custom Fields & Relationships, click SObject Record Type.

  3. Under Picklist Options in Values, click New.

  4. Enter the quote type name and click Save.

  5. Click Back to Status Workflow at the top of the page.

  6. Under Custom Fields & Relationships, click SObject.

  7. Under Field Dependencies, click Edit next to SObject Record Type.

  8. Hold down Ctrl and select the quote type in the Quote__c column.

  9. Click Include Values and then click Save.

  10. Return to the Custom Objects screen.

  11. Continue with Configure the eForm Config Object.

Configure the eForm Config Object

  1. In Custom Objects, click eForm Config.

  2. Under Custom Fields & Relationships, click Key SObject Record Type.

  3. Under Picklist Options in Values, click New.

  4. Enter the quote type name and then click Save.

  5. Click Back to eForm Config at the top of the page.

  6. Under Custom Fields & Relationships, click Key SObject.

  7. Under Field Dependencies, click Edit next to Key SObject Record Type.

  8. Hold down Ctrl and select the quote type in the Quote__c column.

  9. Click Include Values and then click Save.

  10. Return to the Custom Objects screen.

  11. Continue with Grant Permission to Use the Quote Type.

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 and then click Edit.

  5. Under Record Type Assignments, select the quote type and click Save

  6. Repeat these steps for additional permission sets as needed.

  7. Continue with Add Quote Workflow for the Quote Type.

Add Quote Workflow for the Quote Type

Complete Add a quote workflow for the quote type.