- Category rank
- #115 in Project Management
- Price
- Free plan
- Listing audit
- 66/100
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is a Salesforce AppExchange app by CRM.Team™.
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is the #115 ranked Project Management app on Salesforce, free to use, as of Nov 11, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 11, 2026
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up ranks #115 of 157 in Project Management on Salesforce. It has no reviews on Salesforce yet. It is free to use.
Pros
- +Free plan available — no paid subscription needed to start
- +Listed on Salesforce since 2016
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
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.
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
Ratings and reviews
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Project Management#115of 157Top 74%
- Productivity#1245of 1,698Top 74%
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Keyword rankings
CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up ranks for 3 keywords across Salesforce AppExchange. Here are the top 3:
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:
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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 a Salesforce app by CRM.Team™, listed in Project Management. It has been listed since 2016.
Is CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up free?
Yes. CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up is listed as free 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 ranks #115 of 157 apps in Project Management on Salesforce.