Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Clone SFDC Opportunity with CPQ Quotes and Models — Cloud Customer Connect
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

Clone SFDC Opportunity with CPQ Quotes and Models

Received Response
11
Views
2
Comments

Summary:

in a past tool (FPX) we had a feature we built within SFDC where after cloning the opportunity the process would ask if you wanted to clone the FPX Quote data as well. If user answered yes it would kick off a process with FPX that would clone all the quote information and then link it to the new SFDC opportunity that was just crated. I realize this is more done in SFDC with some calls into CPQ Cloud but was curious if there was some CPQ code that I could pass off to the developers as to not

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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