Hello, I need help. I'm trying to create a flow to save the PDF information in notes & attachments from the quote to the opportunity, but I'm facing some difficulties. Here is the screenshot of the flow I created. This quote I used in the debug has 2 files in notes and attachments, but the flow is not finding them. I appreciate any help in advance.
#Salesforce CPQ & Billing
Hey @Nayara Sá
!
Honestly I would expect that would be a limitation of a flow because it's not copying something native to SF. Maybe unofficial SF might have something that could help but I think in order to get this done you'll need to use code, or build a process where they can get to the final quote faster to put on the opp. The other way is you can have the documents saved to the opp and then it would just be the last doc saved to the opp. That's under settings for CPQ.
Good luck!
