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Topics#Salesforce CPQ & BillingLEAH Gus's Question
LEAH Gus (Gus) asked in #Salesforce CPQ & Billing
Nov 3, 2020, 1:07 PM

can I run a report that shows the last time a CPQ template was used?

We need to shorten our list of CPQ templates in Salesforce. Is there a way to run a report to show which quote Templates are being used and which ones are not being used?
1 answer
  1. Karan Kehar (Acxiom)
    Nov 3, 2020, 1:39 PM
    Hi Leah,

     

    You can create a report on the Quote Document object. And then group it by Quote Template field on the Document object.

     

     Hi Leah, You can create a report on the Quote Document object. And then group it by Quote Template field on the Document object.

     

     
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