A key challenge when integrating Salesforce with Sage is managing Product Line Descriptions meet character limits. Salesforce allows descriptions up to 255 characters, while Sage restricts them to 60 characters, causing truncation and potentially losing important information when promoting quotes or orders in Sage. To prevent this, a validation rule in Salesforce is needed to ensure that product line descriptions do not exceed Sage’s 60-character limit.
Product Line Descriptions meet character limits
Here’s how you can do it:
- Navigate to the Salesforce Setup.
- Select the object (Order Product/Quote Line Item) that contains your product line description.
- Scroll down to the Validation Rules section and then click on the “New” button.
- Provide a descriptive name for your validation rule, such as Order_Line_Description_Length and Quote_Line_Description_Length.
- In the formula editor, enter the following formula to check the length of the product line description: LEN(Description) > 60.
- This formula checks if the length of `Product_Line_Description__c` is greater than 60 characters and ensure that Product Line Descriptions meet character limits set in Sage. You can set the length based on details set in Sage.
- Enter a user-friendly error message, such as “Product Line Description cannot exceed 60 characters.“
- Choose where the error message should be displayed (e.g., at the top of the page or next to the field).
- Click on “Save” to activate your validation rule.
- Follow the similar steps mentioned above to create a validation rule for the Quote Line Item object and make sure that Product Line Descriptions meet character limits.
Implementing this validation rule ensures that all product line descriptions comply with Sage 300’s character limit, preventing issues during the promotion process and safeguarding data integrity.
By following the above blog instructions, you will be able to learn “How to ensure Product Line Descriptions meet character limits while promoting Quotes/Order to Sage 300”. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com.
More details about the Product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
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Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
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