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Salesforce CPQ Quote Document preview displays prior quote version

Julkaisupäivä: Feb 2, 2026
Kuvaus
When using Salesforce CPQ to edit quotes and preview quote documents, recent changes made to the quote aren’t reflected while previewing the quote document. This behavior only occurs in the quote document preview window. When saving the quote document, the current values are displayed properly on the saved document. 

In some instances, different users are able to see recent changes on document preview. The difference in behavior can be encountered when users attempt to preview or generate a quote document when working on an unstable network connection.
Ratkaisu

When you preview or generate a quote document, a Record Job is created. The Record Job object isn’t typically exposed in Orgs and a new tab must be created in order to view these records. If documents display a prior quote version during document preview, follow these steps to resolve the behavior: 
 

  1. Expose Record Job Object
  2. Delete Record Job 


Expose Record Job Object by creating a custom tab for Record Jobs:

  1. Setup 
  2. Tabs > New
  3. Record Jobs
  4. Tab Style > Select icon and color scheme
  5. Append tab to users’ existing personal customizations***
  6. Save
Note: The Record Job tab is an administrative tool for tracking work. Administrators must proceed with caution when exposing these records to different user groups. 


Delete any Record Jobs related to your quote:

  1. Create a custom list view
  2. Select Fields to Display: Be sure to add “Record Id” (SBQQ__RecordId__c)
  3. Record Id format appears as follows:
    1. [Quote.Id]::QuoteDocumentService
    2. Example Record Id = a0q750000006V4bAAE::QuoteDocumentService
      1. Quote ID (18 characters): a0q750000006V4bAAE
  4. Locate a Record Job by searching the list view for the quote’s ID 
  5. Delete the Record Job

After the offending Record Job is deleted, the quote document preview window will display the correct information.

Note: A query can also be used to search Record Jobs that contain the quote's ID in the Record Id field:

SELECT Id FROM SBQQ__RecordJob__c WHERE SBQQ__RecordId__c LIKE '%a0q750000006V4bAAE%'



NOTES: 

  • A query can also be used to search Record Jobs that contain the quote's ID in the Record Id field:
    • SELECT Id FROM SBQQ__RecordJob__c WHERE SBQQ__RecordId__c LIKE '%a0q750000006V4bAAE%'
  • There are two fields with similar label names: Record ID (Id) and Record Id (SBQQ_recordId__c). The value held in SBQQ__RecordId__c begins with the ID of the quote followed by “::QuoteDocumentService” for CPQ document generation jobs.
  • The Record Id will always be the 18 character id of the quote. 
  • When using the Magic Mover package, the Record Job object shouldn’t be included when selecting objects to convert. If the object is selected during the conversion, it can introduce unexpected behaviors when generating documents.
Knowledge-artikkelin numero

000380207

 
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Salesforce Help | Article