0

I am trying to create a service in salesforce CPQ selling a service that can only be sold on dates that have not be scheduled before.

The use case is: Once a date has been scheduled with a set date or date range this date range is no longer able to be sold. Ideally it would be great if a calendar would display with the unavailable dates greyed out.

You will see in the image below that all of the dates in the month are currently a dark blue. What I am trying to accomplish is when the date is unavailable to show in the lite grey ie 26,27,28,29,30 in the first line.

enter image description here Currently what I am using to solve this is a price rule that throws an error whenever a date is selected that is unavailable. This is not the most user friendly way for the sales team because its "enter a date and cross your fingers that it is a date that can be scheduled".

Improve this question
2
  • @Adrian Larson I have tried creating a new field on the quote line editor to enter in a start and stop date which gets added to the quote. I am not sure how to create a rule or workflow that will look at all of the dates that are currently on completed orders to throw an error when that date for a "product" is selected once it has already been booked.
    – John
    Dec 20, 2017 at 23:20
  • Please edit your post with any clarifications.
    – Adrian Larson ♦
    Dec 21, 2017 at 0:50

1 Answer 1

Reset to default
0

In my experience, this is a custom vf component. I would create a vf component to do just this and include it in the detail page of the quote.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .