{"id":2736,"date":"2024-02-19T16:25:02","date_gmt":"2024-02-19T21:25:02","guid":{"rendered":"https:\/\/morecpq.com\/?p=2736"},"modified":"2024-02-19T16:35:33","modified_gmt":"2024-02-19T21:35:33","slug":"salesforce-cpq-sharing-quotes-based-on-opportunity-team-members","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2024\/02\/19\/salesforce-cpq-sharing-quotes-based-on-opportunity-team-members\/","title":{"rendered":"Salesforce CPQ: Sharing Quotes based on Opportunity Team Members"},"content":{"rendered":"\n

Let’s think about the concept of using Apex to create bulk sharing operations<\/a>, which is a fundamental aspect of implementing Apex Managed Sharing in Salesforce. Apex Managed Sharing is designed to programmatically share records when declarative sharing rules do not suffice, especially for custom objects or complex sharing requirements that can’t be addressed through Salesforce’s standard sharing model.<\/p>\n\n\n\n

Here’s how you can apply the concepts from this concept to share Salesforce CPQ (SBQQ__Quote__c<\/code>) quotes based on Opportunity Team Members:<\/p>\n\n\n\n

Step 1: Define a Custom Share Reason (If Needed)<\/h3>\n\n\n\n

First, if you want to track why a record was shared for reporting or auditing purposes, you may define a custom share reason on the SBQQ__Quote__Share<\/code> object. This is optional but can be helpful for clarity.<\/p>\n\n\n\n

    \n
  1. Navigate to Setup.<\/li>\n\n\n\n
  2. Enter “Sharing Settings” in the Quick Find box, then click Sharing Settings<\/code>.<\/li>\n\n\n\n
  3. Under SBQQ__Quote__c<\/code>, click New<\/code> in the Custom Sharing Reasons<\/code> section.<\/li>\n\n\n\n
  4. Define your custom reason (e.g., “SharedWithOpportunityTeam”).<\/li>\n<\/ol>\n\n\n\n

    Step 2: Implement Apex Managed Sharing<\/h3>\n\n\n\n

    Using Apex to programmatically share SBQQ__Quote__c<\/code> records involves creating SBQQ__Quote__Share<\/code> records, which are used to define sharing access between SBQQ__Quote__c<\/code> records and users or groups.<\/p>\n\n\n\n

    public class CPQQuoteSharingService {\n\n    public class Request {\n        @InvocableVariable(required = true)\n        public Id opportunityId;\n    }\n\n    public class Result {\n        @InvocableVariable\n        public String message;\n    }\n\n    @InvocableMethod(label = 'Share Quotes With Opportunity Team' description = 'Shares CPQ quotes with the members of the opportunity team and returns operation results.')\n    public static List<Result> shareQuotesWithOpportunityTeam(List<Request> requests) {\n        List<Result> results = new List<Result>();\n        Set<Id> opportunityIds = new Set<Id>();\n        for (Request req : requests) {\n            opportunityIds.add(req.opportunityId);\n        }\n\n        try {\n            \/\/ Fetch all quotes related to the specified opportunities\n            List<SBQQ__Quote__c> quotes = [SELECT Id FROM SBQQ__Quote__c WHERE SBQQ__Opportunity2__c IN :opportunityIds];\n        \n            \/\/ Fetch all Opportunity Team Members for these opportunities\n            List<OpportunityTeamMember> teamMembers = [SELECT UserId, OpportunityId FROM OpportunityTeamMember WHERE OpportunityId IN :opportunityIds];\n        \n            \/\/ List to hold the new share records\n            List<SBQQ__Quote__Share> sharesToInsert = new List<SBQQ__Quote__Share>();\n\n            \/\/ Create share records for each quote and team member combination\n            for (SBQQ__Quote__c quote : quotes) {\n                for (OpportunityTeamMember member : teamMembers) {\n                    if (quote.SBQQ__Opportunity2__c == member.OpportunityId) {\n                        SBQQ__Quote__Share share = new SBQQ__Quote__Share();\n                        share.ParentId = quote.Id; \/\/ The quote to share\n                        share.UserOrGroupId = member.UserId; \/\/ The user to share with\n                        share.AccessLevel = 'Read'; \/\/ Set the access level as needed\n                        share.RowCause = Schema.SBQQ__Quote__Share.RowCause.Manual; \/\/ Use your custom share reason if defined\n                        \n                        sharesToInsert.add(share);\n                    }\n                }\n            }\n        \n            \/\/ Attempt to insert the share records in bulk\n            if (!sharesToInsert.isEmpty()) {\n                Database.SaveResult[] saveResults = Database.insert(sharesToInsert, false);\n\n                \/\/ Check the results for errors and prepare feedback\n                for (Database.SaveResult sr : saveResults) {\n                    Result result = new Result();\n                    if (sr.isSuccess()) {\n                        result.message = 'Success';\n                    } else {\n                        \/\/ There were errors during the insert operation, gather them\n                        String errMsg = '';\n                        for(Database.Error err : sr.getErrors()) {\n                            errMsg += err.getMessage() + '\\n';\n                        }\n                        result.message = 'Error: ' + errMsg;\n                    }\n                    results.add(result);\n                }\n            }\n        } catch (Exception e) {\n            \/\/ Handle unexpected exceptions\n            Result result = new Result();\n            result.message = 'Exception: ' + e.getMessage();\n            results.add(result);\n        }\n\n        \/\/ Ensure we return a result for each request, even if there's no specific message to return\n        while (results.size() < requests.size()) {\n            results.add(new Result());\n        }\n\n        return results;\n    }\n}<\/code><\/pre>\n\n\n\n
    Step 3: Call the Sharing Method from Triggers<\/h3>\n\n\n\n
    You’ll need to call shareQuotesWithOpportunityTeam<\/code> from triggers on both the OpportunityTeamMember<\/code> and SBQQ__Quote__c<\/code> objects to ensure quotes are shared according to changes in team composition or quote creation.<\/p>\n\n\n\n
    Considerations:<\/h3>\n\n\n\n