Download page Creating the Configure Products Button for RLS Flow.
Creating the Configure Products Button for RLS Flow
Create the Configure Products buttonto initiate the quote-to-cash process in the RLS flow.
To create a Configure Products button
Go to Setup > Object Manager and search for the Quote/Proposal object.
Click Quote/Proposal. A quote details page is displayed.
In the left menu, click Custom Fields & Relationships and then click New. The New Custom Field page is displayed.
In the Step 1. Choose the field type page chooseFormulaas Data Type and clickNext.
In the Step 2. Choose the output type page, enter the flow name as required. For example, Configure Products(RLS Flow)in theField Label. For Formula Return Type, chooseText.
In theStep 3. Enter the formula page, copy the following formula and paste it under theSimple Formulatab. Click Check Syntax to validate the formula.
Enterthe name of your flow setting in the"flow" parameter in the above formula. In our example, it is "system".
Update the "idp" parameter in the formula based on the org type. Use "Salesforce" for production orgs and "SalesforceSandbox" for sandbox orgs.
ClickNext.
In the Step 4. Establish field-level securitypage, Select the profiles to which you want to grant edit access to this field via field-level securityand clickNext.
Choose the page layouts on which youwant todisplay this field and clickSave.