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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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Custom Field

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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

Custom Field

Opportunity.Assigned_Salesperson

.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_Account__c

Dealer

Lookup(Account)

Amount ($)

Amount__c

Formula (Number)

Finance Company

Finance_Company__c

Lookup(Dealer Finance Company

Custom Field

Dealer_Finance_Company__c.

)

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

Dealer Finance Company Layout

Lookup(Account)

Finance Company Account

Finance_Company_Account__c

Lookup(Account)

Page Layout

API

Type

Dealer Finance Company

Page

Layout

Dealer_Finance_Company__c-Dealer Finance Company Layout

Cash

Page Layout

Finance Program

...

Custom Field

Object API: Finance_Program__c

...

Finance_Program__c.Dealer

Field Name

API

Type

Cash

Cash__c

Currency(16, 2)

Dealer

Finance Program

Custom Field

Dealer__c

Currency(16, 2)

Dealer’s Margin

Dealer_s_Margin__c

Percent(16, 2)

Estimated Dealer Margin

Estimated_Dealer_Margin__c

Dealer’s Margin

Formula (Currency)

Estimated Dealer’s Cost

Estimated_Dealer_s_Cost__c

Formula (Currency)

Finance Account

Finance_Account__c

Lookup(Account)

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

Serial_No__c.

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.Serial_No__c.

Custom Field

Serial_No__c.

Assigned_to_Opportunity_Product__c

Lookup(Opportunity Product)

Dealer Account

Serial No.

Custom Field

Created By

CreatedById

Lookup(User)

Currency

CurrencyIsoCode

Picklist

Dealer Account

Dealer_Account__c

Lookup(Account)

End User Account

Serial No.Serial_No__c.

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

Document_Type__c

Picklist

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

Quote.Dealer_Quote

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