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How to set quote visibility to be same as Salesforce

hulei
Explorer
0 Kudos
343

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.

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