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I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist field called "Product Status" whose values are Won and Lost.

My question is, when creating the Quote, how can I add only the Opportunity Products with a status of Won to the Quote as Quote Line items?

Is there an option available to override this default salesforce functionality?

  • What you have tried so far – Santanu Boral Oct 4 '18 at 14:34
  • @SantanuBoral I create a after trigger to show only the quote line item which product status is won. But that was not working as Salesforce take all the product line item by defalut before reaching to my after trigger logic . – Ramanuj Basu Oct 5 '18 at 6:59
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Through twinning, you can add that field to the Quote Line. Then based on that field, you can have a product/price rule run to set the quantity to 0.

  • can you elaborate on what "Twinning" means? I don't believe that's a universal/salesforce terminology. – TemporaryFix Nov 14 '18 at 16:43
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    In CPQ, some objects have a capability where if a field has the same API name as a field on another object, it will automatically pull in the values from one object to another -help.salesforce.com/apex/HTViewHelpDoc?id=cpq_twin_fields.htm – brezotom Nov 14 '18 at 18:05

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