QuickQliDatatable Lightning Web Component

Overview

QuickQliDatatable is a Salesforce Lightning Web Component (LWC) designed to provide a fast, user-friendly, and modern interface for adding, editing, and creating Quote Line Items (QLIs) on a Salesforce Quote.
It supports searching, filtering, sorting, infinite/lazy loading, and bulk creation of QLIs, with full support for custom pricebooks and product families.

---

Features

• Lightning Web Component for seamless Salesforce UI integration
• Search by product name with debounce (no reload on every keystroke)
• Filter by product family
• Sort by product name, code, family, or price
• Infinite/lazy loading (loads more as you scroll)
• Bulk selection and editing of QLIs before creation
• Grand total calculation for selected items
• Pricebook selection modal if no pricebook is assigned
• Server-side Apex for efficient data loading, filtering, and validation
• Standard Salesforce toast notifications for errors and success
• Responsive design for desktop and mobile

---

Installation

1. Deploy all metadata in this package to your Salesforce org (using SFDX, VS Code, or Workbench).
2. Assign permissions as needed to allow users to access Quotes, Products, Pricebooks, and Quote Line Items.
3. Add the quickQliDatatable component to a Lightning Record Page, App Page, or Home Page via the Lightning App Builder.

---

Usage

1. Navigate to a Quote record (or the page where you placed the component).
2. Search and filter for products using the controls at the top.
3. Select products and adjust quantity, price, or discount as needed.
4. Click "Create Items" to create the Quote Line Items in bulk.
5. See success or error messages as standard Salesforce toasts.

---

Customization

• Debounce delay for search is set to 500ms by default (see handleSearchChange in JS).
• Rows per page and lazy loading chunk size can be adjusted in the JS (pageSize).
• Apex classes are modular and can be extended for additional business logic or validation.

---

Key Files

• lwc/quickQliDatatable/quickQliDatatable.js — Main LWC logic
• lwc/quickQliDatatable/quickQliDatatable.html — Component template
• lwc/quickQliDatatable/quickQliDatatable.css — Custom styles (optional)
• classes/QuickQliDatatableHelper.cls — Apex controller for data loading and QLI creation
• classes/QuickQliDatatableHelperTest.cls — Apex unit tests

---

Testing

• Run all tests in QuickQliDatatableHelperTest.cls to verify correct behavior and coverage.
• The package is designed for high test coverage and robust error handling.

---

Support & Contribution

• For issues or feature requests, please contact iryna.zasikan@gmail.com.
• Contributions and suggestions are welcome! Please follow Salesforce best practices for Apex and LWC development.

---

License

This package is provided under the MIT License. See LICENSE file

---

How to Import Dummy Products Data Step-by-Step Instructions

Prerequisites:

• Make sure that the "Quote" option is enabled in the quote settings in your SF organization.
• The Standard Price Book is active.

Step-by-step instructions in VS:

STEP 1:
Import Account/Contact/Opportunity/Quote

sf data import tree --plan data/import-plan.json

STEP 2:
Get the Standard Price Book ID

sf data query -q "SELECT Id FROM Pricebook2 WHERE IsStandard = true"

STEP 3:
Replace pricebookId in the csv_to_pricebook_json.py file. Run the script.

STEP 4:
Import products and PriceBookEntries

sf data import tree -p data/dummy-products-data-plan.json

RESULT:
Check the dummy records created in: Products, Price Book Entries, and one record each created for Account, Contact, Opportunity, and