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How to auto populate quote fields in Salesforce CPQ?
If you do not do the necessary setup, sales reps would spend time re-entering Quote fields which were already filled in at the time of creating Opportunity and Account. Salesforce CPQ provides a Field Metadata custom setting where we can set up the fields that we want to be pre-filled with the corresponding values on Quote creation.
Can a quote be auto populated on CPQ?
A specific set of fields on Quote can be auto-populated from the associated Opportunity and Account at the time of creating a new Quote. If you do not do the necessary setup, sales reps would spend time re-entering Quote fields which were already filled in at the time of creating Opportunity and Account.
How do I create a new quote in genepoint?
Click Save. Navigate to the Opportunity on which you want to create a new Quote, go-to Quotes Related List and click New button. Once done, you can see that the Account field on Quote gets pre-filled with the associated Opportunity’s Account i.e. Genepoint.
How to add SFDC ID to quote field?
Click New on the Field Metadata page. Name: SFDC ID of Account Field (SFDC ID of the Quote Field) To get the Account Field SFDC ID, navigate to Setup | Build | Create | Objects | Quote | Account Field. Copy the SFDC ID from the address URL of this page. Click Save.
How to create price book in Salesforce CPQ?
Login to the Salesforce CPQ → Click on the “ Products ” in the Tab Bar Available → Fill in the details of the Product → Check the “ active ” checkbox for the price book to be active → Save. Note**: Product Code – By this field, we are going to sort the custom products into different category bundles.
When to set quote’s price book ID in CPQ?
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. 1.