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Quote Validation Errors during Renewal Forecast from Contract in Salesforce CPQ

公開日: Mar 12, 2024
説明
Validation rules on the quote object will execute during renewal forecast generation.
解決策

It is expected behavior that quote object validation rules (custom and managed) will execute during renewal opportunity creation when Renewal Forecast is set to true on the Contract. If the quote does not meet the validation criteria, the process will fail with an error message indicating the validation rule. The process outlined below should be reviewed to understand why validations are triggered.

  1. Renewal Forecast is set to True
  2. Renewal Opportunity is created
  3. A temporary Quote is created
  4. The temporary Quote is populated with Renewal Products
  5. Products sync to the Renewal Opportunity record
  6. Temporary Quote is deleted leaving only the Opportunity and Opportunity Products
ナレッジ記事番号

000382403

 
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Salesforce Help | Article