Question 4

Question

Northern Trail Outfitters has two different user profiles that need to see different Quote Line fields in
the Quote Line Editor.
How should the admin configure CPQ so users automatically see the desired fields in the Quote Line
Editor?

Accepted Answer

Create two field sets on the Quote Line object representing each profile, and create a test formula
field sets with the API named EditLinesFieldSetname on the Quote object that returns the
appropriate field set name based on the user’s profile.

Premium Access Includes

FLASH OFFER

avail 10% DISCOUNT on YOUR PURCHASE