#SALESFORCE QUOTE SYNC GRANDTOTAL NOT TOTAL CODE#
NOTE: This issue can also be reproduced by manually populating the Quote's Pricebook ID field upon Quote creation, or by having a workflow rule, process builder, or custom code that populates the Pricebook ID field upon Quote creation.
On the Quote record navigate back to the Opportunity and verify that the Quote is marked as Primary, but no Opportunity Products exist and the Opportunity’s Price Book is not defined. Navigate to the newly created quote, click Edit Lines and select and add a Product to the Quote and click Saveġ2. On the Opportunity use the New Quote action to create a new primary quoteġ1. In lightning navigate to an Account and create an Opportunityġ0. Add the New Quote action to the Salesforce Mobile & Lightning Actions section of the page layoutĩ. Navigate to the Opportunity Page Layouts and click edit on the CPQ Opportunity LayoutĨ. Create a Predefined Value for the Quote’s Primary Checkboxħ. Create a Predefined Value for the Quote’s OpportunityĦ. In the formula section paste in the Price Book ID copied in Step #2 should look like this '01s0a000004CO7c'ĥ. Create a Pricebook ID Predefined Field Values for the New Quote action Navigate to Setup | Opportunity and create a New ActionĤ. It works, thanks But still I have an issue, because I'm using quotelineItem simply to add them to reelative Quotes, because the thing I really need is to have (in test class) a quote with a non-null GrandTotal, and the only way for having it is to create some quotelineitem so that quote grand total is not null. On the Price Book Record, copy the record ID from the URLģ. Navigate to the Quote Layout and add Quote Pricebook IDĢ. In previous versions of Salesforce CPQ admins did not have to set the Opportunity’s Price Book or Opportunity’s Quote Pricebook ID field in order for the Primary Quote sync to work when the Quote’s Pricebook ID (SBQQ_PricebookID_c) is set via workflow rule, process builder, or as a predefined value on a New Quote action.įollow the steps below to reproduce this issue by creating an Opportunity New Quote action which has a predefined value for the Quote's Pricebook ID:ġ. Salesforce CPQ Opportunity Sync fails when Quote’s Pricebook ID is populated outside Salesforce CPQ
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