How to create a quote from Salesforce using proxy login as another user in Salesforce (Doc ID 3001937.1)

Last updated on MARCH 11, 2024

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 23 D Patch 3 and later
Information in this document applies to any platform.

How to create a quote as a proxy login to User2 from Salesforce

Steps to reproduce:

1. Customer is logging to Salesforce with User1
2. Proxy Logged in as User2 in Salesforce
3. Click on create quote/edit existing quote in Salesforce

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