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Can we create custom browse button on Transaction page.

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in Configure Price Quote 1 comment

Summary:

We have a requirement to map Bill to, Ship to, Sold to customer details from Sales Cloud (Opportunity) to CPQ Transaction (Customer Details Page). Once default value is pulled from Sales cloud, Sales user can update Ship to and Sold to customer details using Browse account popup (Sync from Sales cloud).

We can achieve this by having 3 Browse buttons individually mapped to Bill to, Ship to, Sold to. As per Oracle documentation, we cannot create a custom button of type Browse not we can clone out of the box Browse action.

Content (required):

Please suggest how can we achieve this requirement. Attaching a mockup for functionality we are trying to achieve.

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