Hide transaction manager data from Sales Users when there is an error during "clone and move" — Cloud Customer Connect
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Hide transaction manager data from Sales Users when there is an error during "clone and move"

edited Aug 4, 2025 11:14PM in Configure Price Quote 3 comments

Summary:

We use Salesforce CRM and recently enabled "Clone and Move" feature. If there is an exception/error when performing this, the Sales User is redirected to Transaction Manager tab and all the quotes are exposed to them. At the moment, we are using Navigation menus to hide the Sales Users from accessing the Transaction Manger.

Content (please ensure you mask any confidential information):

In the below image, user tried to perform "Clone and move" on an old quote with a model that no longer exist in CPQ.


Version (include the version you are using, if applicable):

25B Patch 7

Code Snippet (add any code snippets that support your topic, if applicable):

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