3234837 - CMT : CPQ: Link into SFDC Quote from Email Notification

Applies To:

CPQ

Summary:

How to link into SFDC Quote from Email Notification (CPQ) 

Details:

The following will show you the best way to have a link in the email notifications with a link into the SFDC's quote. If you want to trigger SSO and force a user through the SFDC portal instead of having them logged directly into CPQ.

Solution/Workaround:

Plug in the following Tag into the Email Notification.

<a href="CUSTOMERSFURL/<*CTX( SFDC.Query(select id from quote__c where name = '<*CTX( Quote.QuoteNumber )*>') )*>"> Quote Link </a>

Note:

- Replace CUSTOMERSFURL with Client's SFDC URL such as na1.salesforce.com

- Query can be extended to include Revision Number depending on the CRM Quote Mappings: select id from quote__c where name = '<*CTX( Quote.QuoteNumber )*>'  and revisionnumber__c = '<*CTX( Quote.Revision.RevisionNumber )*>'