this does not work for me. Any Idea to help ?

tks

 KNOWLEDGE ARTICLE

Use Case: New Quote Quick Action for Lightning and Mobile

Knowledge Article Number000271770

Description

On the Opportunity record, Quote Related list, the out of the box Salesforce CPQ New Quote button does not pre-populate the Quote field values on the New Quote screen. In order to predefine Quote field values, a custom New Quote quick action can be created.

Resolution

The use-case for the following example is as follows; The admin would like the New Quote creation page in Lightning and Mobile to have predefined field values for Account, Opportunity, Sales Rep, and Primary.  

In order to accomplish this goal, there are 4 steps

1.) Create a New Quote Opportunity Quick Action

2.) Create Predefined Field Values

3.) Add the New Quote Action to the Opportunity Layout

4.) Validate

Create a New Quote Opportunity Quick Action

1.) Navigate to Setup > Opportunity > Buttons, Links, and Actions

2.) Click New Action

3.) Enter the following Action Information:

     i. Action Type: Create Record

     ii. Target Object: Quote

     iii. Label: New Quote

     iv. Name: New_Quote

4.) Click Next

5.) Add all of the Fields that are currently on your New Quote Page Layout to the Action: New Quote layout

6.) Click Save

Create Predefined Field Values

1.) In the Predefined Field Values list, click New to create a Predefined Field Value for Account

     i.  Field Name: Account

     ii. Formula: Opportunity.AccountID

2.) In the Predefined Field Values list, click New to create a Predefined Field Value for Opportunity

     i. Field Name: Opportunity

     ii. Formula = Opportunity.Id

3.) In the Predefined Field Values list, click New to create a Predefined Field Value for Sales Rep

     i. Field Name: Sales Rep

     ii. Formula = $User.Id

4.) In the Predefined Field Values list, click New to create a Predefined Field Value for Primary to be set to True

     i. Field Name: Primary

     ii. Formula = True

Add the New Quote Action to the Opportunity Page Layout

1.) Navigate to your Opportunity Page Layout

2.) Click on Mobile & Lightning Actions

3.) Drag the New Quote action into the Salesforce Mobile and Lightning Experience Actions section at the top of the page layout

Note: If you are unable to add the New Quote action to the Salesforce Mobile and Lightning Experience Actions section, click the wrench in the lower right hand corner to allow actions to be added to the Salesforce Mobile and Lightning Experience Actions section. 

Validate

1.) Open Salesforce Lightning Experience or the Salesforce App

2.) Navigate to an Opportunity

3.) Click the New Quote

4.) Verify that the layout is accurate and the predefined field values (Account, Opportunity, Sales Rep, Primary, etc) have been set.

5.) Create the Quote and click Save

6.) Observe that the user is directed back to the Opportunity and the Quote appears on the Quote related list. 

NOTE:

1.) If you have multiple Quote Record Types that users will need to choose from when creating a new Quote, you will have to create a New Quote quick action for each record type, with a predefined field value that sets the Record Type.