- 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.
