When you go to create a Quote, Salesforce automatically grabs the Products from the Opportunity and creates QuoteLineItems. Is there any way to override this behavior?


There used to be a way to do this using the boolean Quote field CanCreateQuoteLineItems. This field is marked as not used in the documentation.

        Create, Defaulted on create, Group
        This field is not used.

I do not fully know what your use case is, but using a Flow would be the easiest way to override this standard process in favor of a simpler approach (create new Quote via Flow only mapping relevant Opportunity fields).

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