Wednesday, January 23, 2019

Locate the Opportunity's Line ID of Multiple Items for Import

Since Item and Line ID are not available from an Opportunity Search, we can use a Transaction Search instead.

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Type = Transaction

3.  From the Criteria tab, select Type is Opportunity.

4.  Under Results tab > Add Item and Line ID

Note: For example you have 4 line items, the first line item is equivalent to Line ID=1, 2nd line item is Line ID=2, 3rd item is Line ID=3 and 4th item is Line ID=4.

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