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Salesforce CPQ: Create a New Quote Quick Action on Opportunity for Lightning and Mobile App

Publiseringsdato: Jun 24, 2026
Beskrivelse

When users create a new CPQ Quote from an Opportunity in Lightning Experience or the Salesforce Mobile App, field values such as Account, Opportunity lookup, and Sales Rep are not automatically populated by default. This requires users to manually enter information that could otherwise be derived from the parent Opportunity, increasing the risk of data entry errors.

A Quick Action of type Create Record on the Opportunity object solves this by allowing an administrator to define predefined field values using formulas. When the action is triggered, those values are automatically populated on the new Quote record before the user saves.

This configuration is required separately for each Quote Record Type if multiple record types exist in the org. Additionally, if heavy automation (Apex triggers, Process Builder, Workflow Rules) runs on Quote save, rapidly triggering a Quick Action that sets the Primary Quote field in quick succession may cause the de-primary logic on the previous Quote to fail.

Løsning

The following steps create a New Quote Quick Action on the Opportunity object, configure predefined field values, add the action to the Opportunity page layout, and validate the end-to-end behavior in Lightning or the Mobile App.

## Step 1: Create the New Quote Quick Action on Opportunity

1. Navigate to **Setup > Object Manager > Opportunity > Buttons, Links, and Actions**.

2. Click **New Action**.

3. Enter the following values: - Action Type: `Create Record` - Target Object: `Quote` - Label: `New Quote` - Name: `New_Quote`

4. Click **Next**.

5. Add all fields currently on your existing New Quote page layout to the Action layout.

6. Click **Save**.

This creates a Lightning-compatible action that opens a Quote creation form directly from the Opportunity record.

 ## Step 2: Create Predefined Field Values After saving the action, configure predefined field values from the Predefined Field Values list on the action detail page.

1. Click **New** and enter the following for Account: - Field Name: `Account` - Formula: `Opportunity.AccountId` 2. Click **New** and enter the following for Opportunity: - Field Name: `Opportunity` - Formula: `Opportunity.Id` 3. Click **New** and enter the following for Sales Rep: - Field Name: `Sales Rep` - Formula: `$User.Id` These formulas pull values from the current Opportunity record and the running user at the time the action is triggered, so the fields arrive pre-filled on the new Quote form.

## Step 3: Add the Quick Action to the Opportunity Page Layout

1. Navigate to the Opportunity page layout in **Setup > Object Manager > Opportunity > Page Layouts**.

2. In the layout editor, click **Mobile & Lightning Actions** in the element palette.

3. Drag the **New Quote** action into the **Salesforce Mobile and Lightning Experience Actions** section at the top of the layout.

4. Click **Save**. If the Salesforce Mobile and Lightning Experience Actions section is locked, click the wrench icon in the lower-right corner of that section to enable editing before dragging in the action.

## Step 4: Test and Validate

1. Open Salesforce Lightning Experience or the Salesforce Mobile App.

2. Navigate to an Opportunity record.

3. Click **New Quote** in the action bar.

4. Confirm the layout is correct and that predefined fields (Account, Opportunity, Sales Rep, and any others configured) are already populated.

5. Complete any remaining fields and click **Save**.

6. Confirm you are returned to the Opportunity record and that the new Quote appears in the Quotes related list.

 

If your org uses multiple Quote Record Types, repeat Steps 1 through 3 for each record type and add a predefined field value that sets the Record Type ID for each corresponding action.

Knowledge-artikkelnummer

000381891

 
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Salesforce Help | Article