A new Code Using Advance Approvals If you created a new approval process with Advanced Approvals package and you need a quick way to submit for approval multiple records from selecting them from a Related list (without having to enter each record), this code will work very well for you. For this Project we have …
Continue reading Advanced Approval – Submit Multiple Records in Related List (Classic)
Author:Laura Gomez
When Migrating Quote Template Through Data Loader
You might notice, after migrating your quote templates to another org with data loader (to production perhaps), you see either double or duplicate columns in the Quote Template! Are you migrating the quote templates through data loader? You must keep in mind that the order to add the Quote template through data loader is: 1. …
Continue reading When Migrating Quote Template Through Data Loader
Salesforce CPQ – New Theme Woes
Did you create a new theme and it does not apply to your users and/or sales representatives?Is your theme giving you an error when previewing it? Upsert Failed. First exception on row 0 with id xxx; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, insufficient access rights on cross-reference id: []Error is in expresssion ‘{!previvew}’ in page sbqq:theme: (SBQQ) After …
Continue reading Salesforce CPQ – New Theme Woes