So we are currently wrapping up the implementation of Salesforce CPQ when my boss asked for a proposal element (20+ pages of fields/information to a pdf) to be included, aside from the quote. I thought the best course of action would be to use the objects already in place and build it into the quote object so that I can use the CPQ PDF templates and PDF generator.
Basically, I created two record types, with two different layouts, and a workflow rule to change the record type when the quote status = "approved". It then dispays the appropriate fields to generate a proposal pdf instead of the quote pdf. In the pdf generator, you can select either template.
However, my boss is looking for a proposal "wizard". Basically he wants to be able to check/uncheck a box to include/exclude different sections/pages in the proposal. I can make a check box in Salesforce the clears/populates the field values. But that leaves the question of the surrounding html/css code in the content object/pdf.
Is it possible to make it so that if the API values on the pdf page are all return null values, that the surrounding HTML code becomes inactive between the page breaks(including a page break)? Effectively removing the page? Or do I need to find another solution? Does anyone know of another solution that works this way or the most effective method to create this?
Thanks,
Logan
답변 2개
Hi Logan,
Please see this Help article: https://help.salesforce.com/articleView?id=cpq_conditional_temp_section.htm&type=5 and hopefully this assists you in what you are looking to do.
Goodluck!
