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Hi All,

I wanted to confirm if the user who owns the opportunity is no longer with the organization and is deactivated. If some other sales rep takes on that opportunity and works on it to progress it to creating a quote, order, and contract will it cause any problem? Any suggestion will be helpful.

 

#Salesforce CPQ & Billing  #Sales Cloud

 

Please Note: I have tried this scenario in the sandbox where I progressed the opportunity as a different sales rep and then creating the quote and order and then activating the order to generate the contract. CPQ did not cause any issue and the contract got successfully activated. 

답변 2개
  1. 2021년 7월 8일 오후 9:15

    Assuming you have an open sharing model on all objects involved, yes this will work properly.

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