Tables/Fields/Classes/Lwc/Visualforce/Triggers
On the Serial No. table, add formula fields for all segments from product
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Name
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Object
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Type
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API Name
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Assigned Dealer
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Opportunity
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Overview
The following table lists all custom components ( Fields, Classes, Triggers, Buttons, Visual force pages, LWC’s) created for Quote Builder Setup.
Opportunity
Field Name | API | Type |
|---|---|---|
Assigned Dealer | Opportunity.Assigned_Dealer__c | Lookup(Account) |
Assigned Salesperson | Opportunity |
.Assigned_Salesperson__c | Lookup(Contact) |
Button / Action | API | |
|---|---|---|
End User Quote | Opportunity. |
End_ |
User_Quote | Action Button | |
Clone Quote Button | Clone | GF_CloneQuoteVFPage |
Quote
Field Name | API | Type |
|---|---|---|
Dealer Account | Dealer |
Custom Field
_Account__c | Lookup(Account) | |
Amount ($) | Amount__c | Formula (Number) |
Finance Company | Finance_Company__c | Lookup(Dealer Finance Company) |
Finance Program | Finance_Program__c | Lookup(Finance Program) |
Finance Program Details | Finance_Program_Details__c | Long Text Area(32768) |
FirstName | FirstName__c | Text(255) |
LastName | LastName__c | Text(255) |
Prepared by | Prepared_by__c | Formula (Text) |
Salesperson | Salesperson__c | Lookup(Contact) |
Serial_No | Serial_No__c | Lookup(Serial No.) |
IsPaidByCash | IsPaidByCash__c | Checkbox |
Quote Line Item
Field Name | API | Type |
|---|---|---|
Cash | Cash__c | Currency(16, 2) |
Dealer Cost | Dealer_Cost__c | Currency(16, 2) |
Dealer Margin | Dealer_Margin__c | Percent(16, 2) |
Estimate Dealer Cost | Estimate_Dealer_Cost__c | Currency(16, 2) |
MSRP | MSRP__c | Currency(16, 2) |
Promo | Promo__c | Currency(16, 2) |
Dealer Finance Company
Object API: Dealer_Finance_Company__c
Field Name | API | Type |
|---|---|---|
Dealer Account | Dealer_Account__c | Lookup(Account) |
Finance Company Account | Finance_Company_Account__c | Lookup(Account) |
Page Layout | API | Type |
|---|---|---|
Dealer Finance Company |
Layout | Dealer_Finance_Company__c-Dealer Finance Company Layout |
Page Layout |
Finance Program
...
Custom Field
Object API: Finance_Program__c
...
Field Name | API | Type |
|---|---|---|
Cash | Cash__c | Currency(16, 2) |
Dealer | Dealer |
Finance Program
Custom Field
Finance_Program__c.Dealer__c
Dealer’s Margin
Finance Program
Custom Field
Finance_Program__c.Dealer_s_Margin__c
Cash
Price Book Entry
Custom Field
PricebookEntry.Cash__c
Dealer Account
Quote
Custom Field
Quote.Dealer_Account__c
Cash
Quote Line Item
Custom Field
QuoteLineItem.Cash__c
Dealer Cost
Quote Line Item
Custom Field
QuoteLineItem.Dealer_Cost__c
Dealer Margin
Quote Line Item
Custom Field
QuoteLineItem.Dealer_Margin__c
Assigned to Opportunity
Serial No.
Custom Field
__c | Currency(16, 2) | |
Dealer’s Margin | Dealer_s_Margin__c | Percent(16, 2) |
Estimated Dealer Margin | Estimated_Dealer_Margin__c | Formula (Currency) |
Estimated Dealer’s Cost | Estimated_Dealer_s_Cost__c | Formula (Currency) |
Finance Account | Finance_Account__c | Lookup(Account) |
Finance Program Name | Name | Text(80) |
Interest Rate | Interest_Rate__c | Percent(16, 2) |
Margin + Finance Rate | Margin_Finance_Rate__c | Formula (Percent) |
Monthly Payment | Monthly_Payment__c | Formula (Currency) |
Months | Months__c | Number(18, 0) |
MSRP | MSRP__c | Currency(16, 2) |
Participation Cost | Participation_Cost__c | Formula (Currency) |
Participation Fee | Participation_Fee__c | Percent(16, 2) |
Promo | Promo__c | Currency(16, 2) |
Savings from MSRP | Savings_from_MSRP__c | Formula (Currency) |
Selling Price | Selling_Price__c | Formula (Currency) |
Serial Numbers
Object API: Serial_No__c
Field Name | API | Type |
|---|---|---|
Assigned to Opportunity | Assigned_to_Opportunity__c | Lookup(Opportunity) |
Assigned to Opportunity Product |
Serial No.
Custom Field
Assigned_to_Opportunity_Product__c | Lookup(Opportunity Product) | |
Created By | CreatedById | Lookup(User) |
Currency | CurrencyIsoCode | Picklist |
Dealer Account |
Serial No.
Custom Field
Dealer_Account__c | Lookup(Account) |
End User Account |
Custom Field
Description
Serial No. Ledger Entry
Custom Field
End_User_Account__c |
Dealer Account
Serial No. Ledger Entry
Custom Field
Serial_No_Ledger_Entry__c.Dealer_Account__c
Lookup(Account) | ||
Last Modified By | LastModifiedById | Lookup(User) |
No. of Ledger Entries | No_of_Ledger_Entries__c | Roll-Up Summary (COUNT Serial No. Ledger Entry) |
Owner | OwnerId | Lookup(User,Group) |
Product | Product__c | Lookup(Product) |
Quantity | Quantity__c | Roll-Up Summary (SUM Serial No. Ledger Entry) |
Serial No. | Name | Text(80) |
Serial Number Ledger Entry
Object API: Serial_No_Ledger_Entry__c
Field Name | API | Type |
|---|---|---|
Dealer Account | Dealer_Account__c |
Lookup(Account) | ||
Description | Description__c | Text(255) |
Document Type |
Serial No. Ledger Entry
Custom Field
Serial_No_Ledger_Entry__c.Document_Type__c
GF_EndUserQuotePDFController
Apex Class
GF_EndUserQuotePDFController
GF_OpportunityProductsLWCController
Apex Class
GF_OpportunityProductsLWCController
GF_CloneQuoteController
Apex Class
GF_CloneQuoteController
GF_AssignSerialNumberLWCController2
Apex Class
GF_AssignSerialNumberLWCController2
GF_OpportunityProductsLWCController
Apex Class
GF_OpportunityProductsLWCController
GF_OpportunityTrigger
Apex Trigger
GF_OpportunityTrigger
AssignSerialNumber2
Aura Component Bundle
AssignSerialNumber2
Print Confirmation
Quote
Button or Link
Quote.Print_Confirmation
Clone
Quote
Button or Link
Quote.Clone
gf_assignserialnumber2
Visualforce Page
gf_assignserialnumber2
GF_EndUserQuotePDF
Visualforce Page
GF_EndUserQuotePDF
gf_cloneQuoteVFPage
Visualforce Page
gf_cloneQuoteVFPage
gf_cloneQuoteVFPage
Visualforce Page
gf_cloneQuoteVFPage
End User
Quote
Compact Layout
Quote.End_User
Dealer_Finance_Company_Record_Page2
Lightning Page
Dealer_Finance_Company_Record_Page2
gf_editStandardQuoteLWC2
Lightning Web Component Bundle
gf_editStandardQuoteLWC2
gf_OpportunityProductsLWC
Lightning Web Component Bundle
gf_OpportunityProductsLWC
gf_assignserialnumberlwc2
Lightning Web Component Bundle
gf_assignserialnumberlwc2
gf_OpportunityProductsLWC
Lightning Web Component Bundle
gf_OpportunityProductsLWC
Dealer Finance Company Layout
Dealer Finance Company
Page Layout
Dealer_Finance_Company__c-Dealer Finance Company Layout
Dealer Quote
Quote
Record Type
Document_Type__c | Picklist | |
Entry No. | Name | Auto Number |
Opportunity | Opportunity__c | Lookup(Opportunity) |
Opportunity Product | Opportunity_Product__c | Lookup(Opportunity Product) |
Posting Date | Posting_Date__c | Date |
Quantity | Quantity__c | Number(18, 0) |
Serial No. | Serial_No__c | Master-Detail(Serial No.) |
Visual Force Pages
Name | API | Type |
|---|---|---|
GF_assignserialnumber2 | GF_assignserialnumber2 | VF Page |
GF_EndUserQuotePDF | GF_EndUserQuotePDF | VF Page |
GF_cloneQuoteVFPage | GF_cloneQuoteVFPage | VF Page |
Lightning Web Components
Name | API | Type |
|---|---|---|
GF_editStandardQuoteLWC2 | GF_editStandardQuoteLWC2 | LWC |
GF_OpportunityProductsLWC | GF_OpportunityProductsLWC | LWC |
GF_assignserialnumberlwc2 | GF_assignserialnumberlwc2 | LWC |
Aura Component Bundle
Name | API | Type |
|---|---|---|
AssignSerialNumber2 | AssignSerialNumber2 | Aura Component |
GF_NewQuoteRedirectLC | GF_NewQuoteRedirectLC | Aura Component |
GF_EditStandardQuoteOverrideLC | GF_EditStandardQuoteOverrideLC | Aura Component |
GF_AssignSerialNumber2 | GF_AssignSerialNumber2 | Aura component App |
Apex Triggers
Name | API | Type |
|---|---|---|
GF_OpportunityTrigger | GF_OpportunityTrigger | Apex Trigger |
Apex Classes
Name | API | Type |
|---|---|---|
GF_EndUserQuotePDFController | GF_EndUserQuotePDFController | Apex Class |
GF_OpportunityProductsLWCController | GF_OpportunityProductsLWCController | Apex Class |
GF_CloneQuoteController | GF_CloneQuoteController | Apex Class |
GF_AssignSerialNumberLWCController2 | GF_AssignSerialNumberLWCController2 | Apex Class |
GF_OpportunityProductsLWCController | GF_OpportunityProductsLWCController | Apex Class |
GF_NewQuoteRedirectLCController | GF_NewQuoteRedirectLCController | Apex Class |