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I have the System Admin profile with View All Data and Modify All Data permission. I cannot see the New Quote button in the header on Opportunity Lightning Pages. I have a user with a Business profile who also cannot see the button. I have a different user with a Sales profile who CAN see the button. In my Sandbox, I switched the blocked user to the Sales profile, logged in as him, and still cannot see the button. When I log in as the Sales user I can see the button. I checked different record types in different apps. The Sales user always sees the button the Business user and Sys Admin never see the button.
All three profiles see the same page layout for each Opportunity Record type. "New Quote" is a custom create record action on the Opportunity object. It works for the Sales user with no issues or errors.
"New Quote" is an Action on the Opportunity object. It is not a Global Action. I checked the fields on the Action Layout and the predefined fields in the Action. All three profiles have View permissions on all fields and none of the fields are Read Only for anyone.
All three users are Flow users. All three users are Marketing users. We all have the Salesforce CPQ User (or Admin) permission set. We all have the CPQ permission set license. We all have the CRM permission set license.
The Lightning Page we are seeing i the org default. When I view the page in the Lightning Editor, I still don't see the "New Quote" button in the header. There is no filter on the header component. The same Compact Layout is assigned to all Record Types.
The only CPQ plug in we have is a Product search. We do not put Quotes in Queues. We do not use Roles and Hierarchy.
What am I missing?
#CPQ #CPQGurus #Quotes #Opportunities #Pagelayouts #Lightning App Builder #User Profiles #Quick Actions
Reading the rest of your post - since there's no filter on the header component and it's the org-default page, scratch the component-visibility angle; the gate is the ACTION itself. A Create-a-Record quick action that's assigned to a Record Type is hidden from any user who doesn't have that record type assigned (Salesforce's own 'Quick Actions and Record Types' doc: users without access to a record type see only the actions that have no record type). That fits all of it: no header filter needed, it's assigned at the user level (profile or, more likely, a permission set) so swapping profiles doesn't move it, and it's the one thing that blocks even a Modify All Data admin because record-type access is separate from CRUD - Modify All Data does NOT grant record types. Check the New Quote action's definition for a specific Quote record type, then confirm the working Sales user has that record type assigned (Profile / Permission Set, Assigned Record Types) while the blocked users don't.
