Prerequisites
- You must enable My Domain to use Lightning Components.
- You must enable licenses through the License Management App and Professional Services Automation.
- Users must have the following permissions:
- A Standard User with a Salesforce CPQ User or a Salesforce CPQ Customer User permission set does not have access to the SBQQ__Quote__c object, and will not be able to do Quote merges.
- A non-admin Standard User must either be given access to the SBQQ__Quote__c object, or must be assigned a Salesforce CPQ API User or Salesforce CPQ Admin permission set.
- Partner Developer Orgs are not supported because of TypeOf field.
- Ensure users have read access to all Conga Objects as noted here.
- To use the Template Builder, users need read access to the following objects, and access to the fields for the merge itself:
- Quote (SBQQ Quote)
- Quote Lines
- Account
- Contract
- User
- Price Book
- Contact
