M
Minollo
Guest
"Opportunity by Sales Rep", I suppose you mean. The data model for the underlying data set of that template is quite simple, and it doesn't contain a Product object. A template like "Account Details" does include a Product object mapped to Product2, but the way relationships work there, they are just limited to Product to the User who created it - which makes me think it would help you. In general, it's possible to add fields contributed by the "base object" mapped to a data set object without creating a new template; so, you could add a field to the Opportunity data set object from the Opportunity Salesforce object without going through template authoring; but you cannot add a User field, for example, to the Opportunity object without creating a new template. Template creation today requires that you always start from scratch - which can be a little frustrating; an updated version in a few weeks is going to let you edit/customize existing templates, including the built-in ones, which will make what you are trying to do much easier.
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