Mark As Active
Overview
Beginning in Oracle CPQ Connector for Salesforce Managed Package v8.5, any user who has permissions to the Oracle Quote will also be able to sync an Oracle Quote to the Opportunity & Opportunity Products, regardless if the user has write access to the Opportunity or Opportunity Products. This feature makes it easier to share and keep the information in active Quotes and the associated Opportunities synchronized without the additional burden of changing a sales user's access permission level.
Use Case Example
John, a sales user, is assigned read-only permission for Opportunities but has edit permission to Quotes in Oracle CPQ. David, an Opportunity owner wants John's input on the line items and therefore shares his Opportunity with John. David creates the Opportunity information.
John opens David's Opportunity and within the Opportunity he is able to select and open the associated Quote.
John modifies the Quote, saves the changes, and returns to the Opportunity. John then selects the Quote and clicks the Mark as Active button.
John's changes to the Line Items are synchronized with the Opportunity Line items.
See Also
