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Topics#Salesforce CPQ & BillingJoe Geraghty's Question
Joe Geraghty (Sweeney Rogers Geraghty Inc) asked in #Salesforce CPQ & Billing
Oct 13, 2020, 3:07 PM

Clone CPQ quote with lines

I am trying to clone a quote and have it clone both the quote information and  the line items. Our use case is such that we are not using opportunities, so the "clone to related" route will not work. Is there another way to do this? Right now, you can clone the quote, but none of the line items carry over to the new quote.

 

Thanks!
3 answers
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  1. David Baumann (Jobcluster Deutschland GmbH)
    Nov 5, 2020, 2:36 PM
    Hi Joe,

     

    the first thing I notice, is that Id Equals {!RecordID} (null) in the first lookup element. Can you please verfiy that you reference a variable called "recordId" in the flow? Iit has to be exactly spelled like that in order to reference the current record (the record that  triggered the flow). Futhermore, the result of this step indicates that there was no record return (Result Failed to find records.)

     

    https://trailblazers.salesforce.com/answers?id=9063A000000t4EPQAY

     

    Regards,

     

    David
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