Add a CPQ Favorite to a Quote

If you’ve saved a quote line as a favorite, add it to your quote in the quote line editor. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Winter ’16 and later

From the quote line editor, click the dropdown arrow on the Add Products button, then click Add Favorites. You can also click the star icon on the Product Selection page.
When you click Add Favorites, Salesforce CPQ runs quote-scoped product rules.
Select the favorites that you want to add. You can add up to 10 favorites per each instance of the Favorite Lookup page.
Click Select to return to the quote line editor. You can also click Select & Add More to add more favorites.

Note If you add a favorite for a quote line group, Salesforce CPQ adds each line from the group, but doesn’t add the group itself.

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