Pricebook field (Pricebook2Id)is auto populated on opportunity record by a visual workflow that looks up the right pricebook record from pricebook object based on an account field in the opportunity record.

Opportunity pricebook field

Now my problem is that this pricebook field is auto populated on the quote record upon creating a new quote from the opportunity. Quote pricebook field

I have checked workflows,process builder,flows, trigger,formula field to see how this field is being auto populated.But i couldn't find it being used anywhere.

Now my question is whether salesforce CPQ automatically populates this field from a managed package trigger.

I am very new to CPQ and not sure how else this field is being populated.

Pls help!

  • 1
    When you create a quote from Opp, the price-book id from Opp is copied over the quote. Sep 12, 2019 at 11:38
  • Yes,Thank you. Any idea how it is auto populated?
    – gopal1007
    Sep 12, 2019 at 17:09
  • 1
    Salesforce does it automatically. Sep 12, 2019 at 17:39
  • Can this functionality be overridden?
    – gopal1007
    Sep 17, 2019 at 6:25
  • Nope, but why you want to override it? Sep 17, 2019 at 7:13


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