3234829 - CMT : CPQ - How to resolve - New quote automatically gets attached to existing Salesforce opportunity

Applies To:

CPQ

Summary:

This article will brief you on how to resolve the issue of new quote automatically getting attached to existing Salesforce opportunity 

Details:

Scenario: When our users create a quote via Salesforce opportunity, then later attempt to create a quote NOT attached to that opportunity, they cannot...it automatically attaches each quote they create to the existing opportunity.

Solution:

1. Login to your account and navigate to setup CRM Integration > General > toggle the options highlighted in the above screenshot one by one and check.

2. Go to CRM Integration > General

3. Look for 'Only one quote can be linked to SF opportunity' and make sure it's set to True. 

Note: by doing so it will prevent new quotes from appearing with the old SF opportunity.

Comments:

N/A

Reference:

• How to prevent - account/customer data from the previous opportunity auto-populating in new quotes created
• SC30325163