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Parin Lad
Salesloft Employee
Salesloft Employee
September 21, 2023

Anyone using CPQ and Clari and facing issues with Primary Quote changes?

  • September 21, 2023
  • 0 replies
  • 153 views

Posting on behalf of a customer here but has anyone noticed some strange behaviour using Salesforce CPQ and when Primary Quote is changed?

Here’s the issue: a Primary Quote is changed in CPQ but in the Opportunity Field History the Opportunity amount is changing to the value of the Old Primary Quote + New Primary Quote. The downstream impact is that this then impacting the Clari colour coding and it’s only showing things in red. 

Seems that there might be an underlying Salesforce issue, as per this thread: 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8sYxSAJ

...but seeing if anyone else here is facing this issue. 

 

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    Parin Lad
    Salesloft Employee
    Parin LadAuthor
    Salesloft Employee
    September 21, 2023

    @Alex Beech @Tim Lancelot - let me know if I haven’t explained correctly!