
Guide Users to the Generate Quote Document Page in CPQ with Flow
In certain scenarios, you may need to make specific fields mandatory or guide users through a wizard before they click the "Generate Document" button.
In certain scenarios, you may need to make specific fields mandatory or guide users through a wizard before they click the "Generate Document" button.
Here is how to use a screen flow to navigate to Quote Line Editor right after creating a quote record in Salesforce CPQ.
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