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How to modify the "Bill to Name" field value in Salesforce CPQ
Hello Everyone,
I have a requirement where I need change the value of Bill to Name (SBQQ__BillingName__c) field.
As per existing CPQ functionality, when I click the new quote button from the opportunity related list, the Bill to Name field is being auto populated with the Account name. But I need to change this existing behaviour and I have to auto populate this Bill to Name field with another Opportunity field value.
So, it would be very helpful if one of you could please share your views and possible solutions to fulfill this requirement.
Thanks!
Sharath.
I have a requirement where I need change the value of Bill to Name (SBQQ__BillingName__c) field.
As per existing CPQ functionality, when I click the new quote button from the opportunity related list, the Bill to Name field is being auto populated with the Account name. But I need to change this existing behaviour and I have to auto populate this Bill to Name field with another Opportunity field value.
So, it would be very helpful if one of you could please share your views and possible solutions to fulfill this requirement.
Thanks!
Sharath.
There should be a formula inside the process builder or in workflow which says something like SBQQ__BillingName__c = Name
All you need to do is to add whichever field you want to have populated besides name enter into after "Name" or before "Name" in avove formula.