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WHAT YOU ARE TALKING ABOUT. ChatGPT and Google did not help. DO NOT PASTE THAT JUNK HERE. Get Answer Leaderboard "points" on someone else's time.
I have the System Admin profile with View All Data and Modify All Data permission. I cannot see the New Quote button in the header on Opportunity Lightning Pages. I have a user with a Business profile who also cannot see the button. I have a different user with a Sales profile who CAN see the button. In my Sandbox, I switched the blocked user to the Sales profile, logged in as him, and still cannot see the button. When I log in as the Sales user I can see the button. I checked different record types in different apps. The Sales user always sees the button the Business user and Sys Admin never see the button.
All three profiles see the same page layout for each Opportunity Record type. "New Quote" is a custom create record action on the Opportunity object. It works for the Sales user with no issues or errors.
"New Quote" is an Action on the Opportunity object. It is not a Global Action. I checked the fields on the Action Layout and the predefined fields in the Action. All three profiles have View permissions on all fields and none of the fields are Read Only for anyone. The Object of the Action is Opportunity and the target is Quote. The Record Type is Master. The Sales and Business profiles have Master as the default Record Type for Quotes. Sys Admin has Standard as the default Record Type.
All three users are Flow users. All three users are Marketing users. We all have the Salesforce CPQ User (or Admin) permission set. We all have the CPQ permission set license. We all have the CRM permission set license.
The Lightning Page we are seeing i the org default. When I view the page in the Lightning Editor, I still don't see the "New Quote" button in the header. There is no filter on the header component. The same Compact Layout is assigned to all Record Types.
The only CPQ plug in we have is a Product search. We do not put Quotes in Queues. We do not use Roles and Hierarchy.
What am I missing?
#CPQ #CPQGurus #Quotes #Opportunities #Pagelayouts #Lightning App Builder #User Profiles #Quick Actions
I added this to the original post as well, in case someone who knows how to do this reads it: The Object of the Action is Opportunity and the target is Quote. The Record Type is Master. The Sales and Business profiles have Master as the default Record Type for Quotes. Sys Admin has Standard as the default Record Type.
