{"id":135,"date":"2019-04-19T19:03:23","date_gmt":"2019-04-19T19:03:23","guid":{"rendered":"http:\/\/morepalmer.org\/?p=135"},"modified":"2019-06-03T20:44:46","modified_gmt":"2019-06-03T20:44:46","slug":"auto-populate-fields-on-quote-creation","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2019\/04\/19\/auto-populate-fields-on-quote-creation\/","title":{"rendered":"AUTO-POPULATE Fields on Quote Creation"},"content":{"rendered":"\n

Repubished from here: https:\/\/learningsalesforcecpq.com\/2018\/09\/19\/auto-populate-fields-on-quote-creation\/<\/a><\/p>\n\n\n\n

A specific set of fields on Quote can be auto-populated<\/strong> from the associated Opportunity<\/strong> and Account<\/strong> at the time of creating a new Quote.<\/p>\n\n\n\n

If you do not do the necessary setup, sales reps would spend time re-entering Quote fields which were already filled in at the time of creating Opportunity and Account.<\/p>\n\n\n\n

\"New
New Quote Creation Page WITHOUT auto-populated fields<\/figcaption><\/figure>\n\n\n\n

Salesforce CPQ provides a Field Metadata<\/strong> custom setting where we can set up the fields that we want to be pre-filled with the corresponding values on Quote creation.<\/p>\n\n\n\n

\"AUTO-POPULATE
New Quote Creation Page WITH auto-populated fields<\/figcaption><\/figure>\n\n\n\n

Use Case<\/h2>\n\n\n\n

John Cook works as a CPQ Administrator at Universal Containers (UC). Usually, Sales reps at UC go through Account -> Opportunity -> Quote<\/strong> flow to create new Opportunities and Quotes.<\/p>\n\n\n\n

While creating a new Opportunity from an Account, lookup to that Account gets set on the Opportunity. While creating a new Quote from an Opportunity, lookup to that Opportunity gets set but, lookup to the Opportunity\u2019s Account DOESN\u2019T get set <\/strong>on the Quote. Reps have to explicitly select the corresponding Account in Account field on the Quote.<\/p>\n\n\n\n

Sales Reps expect that the system should be smart enough to automatically pre-populate the Account lookup on Quote with its Opportunity\u2019s Account.<\/p>\n\n\n\n

How to Setup?<\/strong><\/h2>\n\n\n\n
  1. Navigate to Setup | Develop | Custom Settings | Field Metadata<\/strong>. Click Manage<\/strong>Field Metadata<\/li>
  2. Click New<\/strong> on the Field Metadata page.<\/li>
  3. Enter the Name<\/strong>, Field Name and Object Name<\/strong> of the Field you want to auto-populate where