CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up for Salesforce AppExchange
By CRM.Team™
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is the #94 ranked project management app on Salesforce, with a free plan available, as of July 12, 2026.
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is a Salesforce AppExchange app by CRM.Team™.
AppRanks data: CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up ranks #94 in Project Management on Salesforce AppExchange, placing it in the top 62% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is a newly-listed Salesforce app with a limited review volume. It is listed in the Project Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by CRM.Team™ — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
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About CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
How CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up works
Product code Roll-up for Quotes makes two new fields (called 'Quote Product Codes' and 'Quote Product Codes (Short)' available to add to a quote page layout. Each time that the quote is edited or an quote line item added/removed, the fields are updated to include the list of product codes.
The 'short' field includes the first 255 characters from the list so that the field can be used as a filter in Salesforce Views. In the case of a 5 character product code, this field will support 42 opportunity line item codes.
Each product code in the field is delimited by default using the underscore character '_'. However, if you use underscores in your product codes, you can change this to any other character, or series of characters as the delimiter is stored in a Custom Label.
CRM Apps Lab and CRM SuperStars are brands owned by CRM SuperStars Limited, used under license by Successtrics UK Limited.
Key features
- The roll-up of Product Code to Quotes is stored as character delimited text in a 32,768 character Long Text Field on Quote to handle over 5,000 5-character product codes on a single quote.
- A short version of the product code roll-up list is additionally stored in a 255 character text field on Quotes. This allows product codes to be used in Filters.
- You can configure your own roll-up delimiter in the text field list of product codes on Quotes to avoid using a character that you also use in your product codes. The delimiter character should not appear in your product code naming convention.
Category rankings
As of Jul 12, 2026- Project Management#94of 154Top 62%
- Productivity#1049of 1,629Top 65%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up doesn't have curated competitor matchups yet. Other tracked project management apps on Salesforce:
Frequently asked questions
What is CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is an app for Salesforce. It is published on Salesforce AppExchange and tracked daily by AppRanks, and it has been listed on the marketplace since 2016. It is listed under the Project Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by CRM.Team™.
Is CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up free?
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up offers a free plan that merchants can install on Salesforce without entering payment details. Pricing details on this page are mirrored from the live Salesforce listing and refresh on each scrape cycle.
Who uses CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up?
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Project Management category on Salesforce.
Where does CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up rank on Salesforce?
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up currently sits at position #94 in the Project Management category on Salesforce. That places it in the top 61% of 154 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.