Hello,
We are in the process of preparing to move to Lightning. Currently we can switch between the two.
I have started doing testing in Lightning and am receiving process builder errors when I am trying to create a new quote from the Opportunity record Quote related list. (We are using CPQ Steelbrick).
When I switch back to Classic, I can successfully create my quote from the Opportunity with all process builders working.
Has anyone run into this? Do I need to replace the New button on the quote related list with a quick action button, or....?
Thanks!
Kim
6 respuestas
I would recommend using the quick action in lightning, since the default new quote button does far less than the classic one does - Alekhya is correct in that it takes you back to the opportunity, but it does pop up a hyperlink to the new record in a toast, and the default lightning page view has the quote related list on the right, so either way it's 1 extra click, not a big enough deal to build a customization IMO. However, before doing that, you will need to determine what the process builder(s) are doing that is causing the problem. For anything that happens after initial record creation for the quote, you mght want to shift it to price rules.
