Hello, this is the SmallBuilder team.

What do you think is the most customized feature when implementing Salesforce? In my opinion, it’s the line-item editing function (e.g., adding products).

Salesforce provides a feature that allows users to quickly select products in Opportunities, Quotes, and Orders.

However, the standard product selection feature doesn’t always meet the needs of end users, as each company’s requirements can vary significantly.

As a result, in actual projects, a significant amount of effort is often spent customizing this feature.

SmallBuilder Line Items is a no-code tool that allows anyone to easily implement this type of line-item editing functionality, like adding products.

Why SmallBuilder Line Items?

  1. Fast Implementation – Can be implemented in under 30 minutes using the No Code Builder
  2. Wide Usability – Can be used anywhere line items are required
  3. Mobile Support – Easily select and register multiple products on mobile
  4. Managing Change – Quickly respond to change requests from the field
  5. Free for Users – Start with no financial burden
  6. Verified Product – Listed and trusted on the AppExchange.

SmallBuilder customers typically adopt SmallBuilder Line Items to enhance the convenience of managing product line items in Opportunities, Quotes, or Orders. However, this is just the beginning, and they soon discover many other use cases for SmallBuilder across sales and even service operations.

USE CASE #1 – Dynamic Price Calculation

With SmallBuilder Line Items, you can quickly calculate sales prices in Opportunities, Quotes, and Orders by applying discounts to the list price for each product.

Here’s an example where a discount rate is entered in an Opportunity, and the sales price is automatically calculated. After setting the sales price and entering the quantity, you can see the total amount dynamically calculated.

Read more : [Use Case] Line Item별 할인율 적용으로 다이나믹 가격 계산

USE CASE #2 – Viewing Related Data

When generating a quote, it’s essential to review various related data simultaneously.

Here’s an example where, during the product selection in a quote, you can see the consumer price, dealer price, distributor price, and available inventory at a glance.

Read more : [Use Case] View Prices and Inventory at a Glance! Data Search Related to Line Items

USE CASE #3 – Option Management

When adding products to an Opportunity or Quote, You can implement a feature to select options for each product.

Here’s an example where, when adding a Desktop PC product in an Opportunity, you can select options like CPU, Memory, and SSD.

By using the option management feature, you can easily build a simple CPQ solution.

Read more : [Use Case] Option Management: Customized Option Selection Feature by Product

USE CASE #4 – Subscription Model Support

Subscription-based products are difficult to manage in a standard Opportunity as prices vary based on the subscription period. However, with the flexibility of SmallBuilder, managing subscription-based products in Opportunities and Quotes can be implemented quickly without coding.

Here’s an example where, after selecting a subscription model product in an Opportunity, the subscription start and end dates are entered, and the subscription period is automatically calculated, with the total amount dynamically adjusted based on the subscription quantity

Read more : [Use Case] Easily Manage Complex Subscription Models with SmallBuilder Line Items

USE CASE #5 – Mobile Support

Mobile devices don’t typically offer multi-record editing features by default, making it difficult to work with Opportunities or Quotes. However, line-item functions like product additions implemented with SmallBuilder are responsive, ensuring user convenience on mobile devices as well.

Here’s an example showing how the product addition feature, implemented in an Opportunity, works responsively on mobile devices.

USE CASE #6 – Work Orders

In addition to Opportunities, Quotes, and Orders, there are many other cases where line-item management is needed quickly. For example, managing parts for claims after a dealer processes a Work Order is a common use case.

Here’s an example where, during the part selection process in a Work Order, the inventory is displayed, and the compensation price is automatically calculated based on the dealer’s price and compensation rate.

Read more : [Use Case] Work Order: Managing Consumed Parts and Dealer Compensation Pricing

USE CASE #7 – Bulletin

When manufacturers set up a Service Cloud, they often implement a custom object called a “Bulletin” to communicate technical updates to dealers. In these cases, SmallBuilder Line Items is highly useful.

Here’s an example where dealers are filtered by country and type, then batch-selected and registered as recipients of a Bulletin.

Read more : [Use Case] Make Dealer Management Easy! Bulletin Filtering and Batch Registration

Conclusion

Before starting a Salesforce implementation project, it’s very difficult to perfectly analyze the Fit/Gap between Salesforce’s standard features and the customer’s requirements and accurately estimate the custom development effort needed.

Moreover, development through coding not only increases time and cost but can also reduce the effectiveness of adopting Salesforce, a no-code platform, in terms of managing change.

SmallBuilder is a product developed to implement the requirements encountered in many real-world projects without coding. It’s an essential tool for quickly filling the various gaps discovered in Salesforce projects.

Thank you.

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