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Run BML script on schedule basis in CPQ

edited Sep 3, 2024 5:12AM in Configure Price Quote 2 comments

Summary:

We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like,

Scenario 1:

Most approvers won't be using SF frequently and doesn't actually need SF for daily work, so our organization disabled their SF access by making them login directly into CPQ to approve quotes.

issue:

As these users doesn't have access to SF and token will not be available in their profile which result in mismatch of approval data and quote status in SF quote object when this user tries to approve or make any changes in the CPQ quote.

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