You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Can we create custom browse button on Transaction page.

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.

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!