100% Salesforce Native
Vision Product Selector

Flexpricer’s Vision Product Selector for Salesforce is 100% native.  This means that all calculations and data are performed within your Salesforce org and with the benefit of all the security and protections that you are used to.

By developing the app to be 100% native, we are bound to Salesforce’s limits and constraints, however we enjoy the benefit of being an ‘Aloha’ app which means that Vision Product Selector can run in Professional Edition and above and our app, tabs and objects don’t count towards your organisation’s limit.

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High Use of Standard Fields & Objects

It’s frustrating when you use an app to find out that it stores all your valuable data in custom fields that are either not accessible without a license or that your 3rd party integration platforms don’t expect.

Vision Product Selector works using standard Salesforce Products, Pricebooks, PricebookEntries, Opportunities, Opportunity Products, Quotes and Quote Line Items.  And we always write quantity to the standard Quantity field, sales price to the standard Sales Price field and discount to the standard Discount field… so as much of your data as possible is available in your standard fields and objects.

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Apex Trigger & Flow Friendly

Vision Product Selector saves line items only when you press the Save button.

So, you can change the quantity, price and discounts of line items and see the effect of your changes in the real-time display before deciding whether to commit the data to Salesforce.

This means that there’s only a single data write operation that fires your apex triggers, flows and validation rules – and that happens only when you press the Save button.

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Sales Price & Discount Permission Controls

As a native app that abides by Salesforce’s security rules, you can control access to Vision Product Selector’s sales price and discounting functionality using our Custom Permissions.

You can pick and choose whether to allow users the ability to edit the Sales Price of a line item and/or Discount field either at the org level (on the Settings page) or at an individual level using a Permission Set or Profile.

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In-App Validation Rule Alert Banners

Vision Product Selector performs a single write operation when the Save button is pressed.  If users enter information on their line items that cause validation rules to fire and prevent the write operation taking place, these are presented in-app so that they may make changes and attempt the Save operation again.

Validation errors are clearly presented at the top of the interface with the specific error message as provided in the rule.

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Translation Workbench Support

As a 100% native app, Vision Product Selector is supported by Salesforce’s Translation Workbench.

The app displays standard fields from salesforce which can be translated in the user’s local language based on the language setting on their user record.

In-app messages and information displayed in text are provided as Custom Labels that are easily translated in Salesforce supported languages using Translation Workbench.

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Simple Quote Launch & PDF Template

Salesforce provides Quote Templates on the Quote object that can have lightweight customisation by the Salesforce Administrator.

Vision Product Selector can launch a simple Visualforce PDF template from an in-app button and use this to create a Quote record and email a PDF of the quote document.

A sample Visualforce PDF template is provided that administrators can copy and customise, ensuring compliance with Salesforce’s PDF rendering engine capabilities.

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Email Quote Templates

Vision Product Selector incorporate HTML email quote templates as an alternative to PDF quotes.

With PDF quotes typically being sent by email, you now have an alternative way of display a beautiful table of line items in-line in an email template.

HTML email quote templates can be sent from Opportunity and Quote objects and can be duplicated and customised by administrators to add their own branding.

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Approval & Floor Fields & Display

Additional custom fields are provided in-app to help administrators create validation rules and flows with data from PricebookEntries.

When a given PricebookEntry is used, the values in Approval Price, Approval Discount, Floor Price and Floor Discount are copied from the PricebookEntry to the line item, where validation rules and automations can be used to apply additional sales process controls.

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Flexpricer completely revamps how you add products, allowing for advanced searching, filtering, showing detailed information about products, and providing extra user guidance.

Install Vision Product Selector Today from AppExchange

Improve efficiency and user adoption with Flexpricer’s Vision Product Selector for Salesforce. Quickly add products to your Opportunities or Quotes, Make and see changes in real-time with the super fast and intuitive interface.

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