on 2021 Sep 08 5:06 AM
We are using CPQ integrated with Salesforce. A user may create multiple quotes under a Salesforce opportunity record.
In CPQ quote visibility setting, we use following formula to allow opportunity team members to view all quotes under the opportunity, [EQ](<*CTX(Visitor.Username)*>,<*EVAL(Replace("<*CTX( SFDC.Query(Select User.Username from opportunityteammember where OpportunityId = '<*QuoteProperty(Opportunity_ID)*>' AND User.Username = '<*CTX(Visitor.Username)*>') )*>", "User", ""))*>)
Is it possible to set the visibility that any one who can access the quote record in Salesforce is also able to access it in CPQ? Thanks.
Request clarification before answering.
User | Count |
---|---|
9 | |
3 | |
3 | |
2 | |
2 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.