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Cloudy Apply Group value to all Quote lines
The CPQ help is telling me this:
Use quote line groups to organize related quote lines in your quote. You can apply field values to all the group’s quote lines at once.
https://help.salesforce.com/s/articleView?id=sf.cpq_quote_line_groups.htm&type=5
how can I configure custom fields to be copied from group to quote line?
Is there a twin field here or should I do an automation?
thanks
Use quote line groups to organize related quote lines in your quote. You can apply field values to all the group’s quote lines at once.
https://help.salesforce.com/s/articleView?id=sf.cpq_quote_line_groups.htm&type=5
how can I configure custom fields to be copied from group to quote line?
Is there a twin field here or should I do an automation?
thanks
HI Cloudy,
I see you already posted on https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000IRcQJSA1
I'd recommend that you also reach out on the Revenue cloud group on https://trailhead.salesforce.com/trailblazer-community/groups/0F93A0000009TGxSAM?tab=discussion&sort=LAST_MODIFIED_DATE_DESC for better visibility and inputs on your ask.
If this information helps, please mark the answer as best. Thank you