Skip to Content
0

Business user editing multiple opportunities

Apr 12 at 06:11 PM

48

avatar image

Hi All,

I'm looking to see how other C4C implementations have given the ability to their end user of being able to edit multiple opportunities (rather than editing each one by one).

For example, during a sales team review, the sales team leader wants to show all opportunities on screen, and make edits to dates/probability/etc, to multiple opportunities.

We looked at a third-party tool, called AppBuddy, and it almost worked, but had issues when using custom business objects.

Apart from a tool, i was looking at Data Workbench (DW).

However, when i used the Export function of DW, it extracted a whole bunch of fields from the opportunity that i don't need, nor would i want our end user to export and get confused from. They just need a certain specific set of fields that they can see/edit/update.

I tried to use a DW template, but i'm not quite sure how to use it properly. I created a new template, containing only fields that i would want the user to edit. The idea was that maybe DW would use my template during an export, so it would export the data from my predefined fields, then the user could open the CSV, discuss with his/her team, make edits to the CSV, and then when ready, use DW to Import to template CSV.

Does it work that way?

Any input appreciated as this is becoming quite a showstopper for us. We can't ask business leaders to edit their team's opportunities one-by-one during a team review..

Thanks in advance!

10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

1 Answer

Siraj Saibudeen Apr 13 at 07:35 AM
0

Hi,

You can create a custom OData Service for Opportunity BO and enable only the fields that are required in the excel export. Make this custom odata service as Data Workbench enabled (there will be a checkbox available) and activate it.

After activation you can see this odata service in DWB Tool. You can export the data you want with only the specific fields and also update the exported excel and use the UPDATE operation to update all the opportunities.

Regards,

Siraj

Share
10 |10000 characters needed characters left characters exceeded