Hey team,
What's the best way to sync the "Document Type" (e.g., Proposal, Quote) selected in our CPQ Playbook back to a corresponding field on the Opportunity/Quote object in Salesforce?
Looking for automation recommendations (Flow, Apex, or CPQ setting) to close this data loop. Thanks!
+2Bit of a workaround for this one but it’s possible.
In the playbook, create a text answer type question.
In the conditional answers, look for the parameter: [General.DocumentType].
You can use it in the condition statement.
So IF [General.DocumentType] = “Word”, then answer will be WORD. Etc.
Then just sync that question to your CRM.
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