Save a CPQ Favorite

Save a quote line or quote line group as a favorite. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Winter ’16 and later

In the quote line editor, click the star icon for the quote line or quote line group that you want to save as a favorite.
Enter a name for the record.
Click Save.
Salesforce CPQ shows a shaded star icon for the line or group to confirm that a user saved it as a favorite.

Note

Salesforce CPQ loads all favorite bundles into the quote line editor with a parent quantity of 1, even if the favorite record showed a different parent quantity.
Remembering quote line twin field values for bundle parents or standalone products isn’t supported. However, if twin fields exist between the product and quote line, Salesforce CPQ copies the Product field value to the quote line when you add the favorite to a quote.
When you add a favorite quote line group to a quote, Salesforce CPQ adds each of the group’s lines but doesn’t add the group itself.
If you save a bundle as a favorite without any of its child products, you can’t edit the favorite. To make a favorite editable, save at least one child products along with the bundle.

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