Share a Salesforce CPQ Favorite

Share a CPQ favorite record with users and user groups. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Winter ’16 and later

If the Favorite object’s default shared settings are private, users require the View All Records permission to share favorites.
If an org has Experience Cloud site users who can’t receive View All Records permissions on objects, they can share favorites only if their default external access is non-private.

From the quote line editor, click the down arrow next to Add Products, and then click Add Favorites. You can also click the star icon in the Product Selection page.
From the Favorite Lookup page, select the favorites that you want to share.
Click Share.
In the Share Favorites window, type the name of the user or public group that you want to share with.
Salesforce CPQ shows the top eight results that match your text.
Note Favorites are shared with users and groups of Standard user type only. You can’t share favorites with users in groups with the group member type All Internal Users or Roles and Internal Subordinates.
Click a user or group to add it to the list of people you’re sharing with. You can add multiple users or groups to this list.
Click Share.

Did this article solve your issue?

Let us know so we can improve!

Product Area