CPQ: Single profile seeing different view on Quote Object.

Question

Hi! I'll likely need some clarifying questions, but I'm working on locking down all price and discount related fields on my Quote Object. All profiles have adhered to the changes I've made on my page layouts, but a single profile does not adhere to the changes and has a different view from all of the other profiles. The record types and page layouts appear to be the same for all profiles, but I can't figure out why there is a difference. Does anyone have guidance on what to check? And, is there a means of viewing profile settings side by side? Thanks for any help.

Jayson Morales · Answer

Hi Kurt,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Salesforce CPQ and Billing group below to collaborate with the experts for best practice and advice.

https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000009TGxSAM

Hope this helps.

Regards,

Jayson

CPQ: Single profile seeing different view on Quote Object.

Salesforce CPQ & Billing

Formation associée

Aide supplémentaire