I need to allow other users to view quotations raised via CPQ but only in Read only. currently I would have to give a licese to anyone who wants to see the quote but thats a very expensive option just for people who need to view the quote and not even edit it.
Any ideas? we have though about Mirroring the CPQ quote object into the standard Quote object but thats not the most efficient method to say the least.
Cheers
Glenn
2 个回答
@Glenn, Unfortunately salesforce does like that way. So I would suggest to Create Custom Objects as similar to Quote and Quote line. Have one custom field on Standard Quote checkbox callled "Publish as Read only". if this checkbox is checked write a Process and flows to send/create data for Custom Object Records.
