Quotes and Invoices

Add product lookup fields to page layouts

Resource Hero Quotes and Invoices leverages several lookup fields to the standard Salesforce Product object.  These lookup fields should be added to both your Resource and Resource Assignment page layouts.

Resource Assignment Layout:

 

Resource Layout:

 

In addition, you may want to also add the field to the Resource Hero Manage Assignments screen:

 

For additional help on editing Salesforce page layouts, see the Modifying Page Layouts Trailhead module.

Have more questions?

Contact Us