We have requirement to delete certain type of quoteline once the user insert different type of quote line automatically.

I experiment using Quote Trigger and Quote Line trigger ,either way it is not working.Therefore I suspect because the Quote Line list at UI side is not refresh so whatever change that I update using trigger it will not reflect and it still use the line in the UI which cause exception such as entity is deleted.

With this, I would like to come out with conclusion that there is no way to delete Quoteline externally, all the deletion must be done via UI so that I am not going to waste time to do more experiment.

Is there any documentation state on this limitation?

  • I think a short video or something demonstrating the issue would help. – sfdcfox Jul 26 '18 at 3:15
  • @sfdcfox I am happy to see your reply . one of experiment is done at this question salesforce.stackexchange.com/questions/226392/… . I tried to auto delete from Quote , Quoteline even Opportunity Line Item - none of them success. In the UI , the line that I try to delete still display although I know in the background it has been deleted. – unidha Jul 26 '18 at 3:36
  • Yeah, it looks like the developers never anticipated people pulling line items out from under them. It's kind of unfortunate. Maybe you could submit a bug or something? – sfdcfox Jul 26 '18 at 3:39
  • That make me feel even more unfortunate as we don't have developer support licence to report this type of bug =) . Thank you @sfdcfox , with your answer I can move on. – unidha Jul 26 '18 at 3:49
  • Well... It's kind of a roundabout way, but why not post a link to this question to @ asksalesforce on Twitter? – sfdcfox Jul 26 '18 at 4:01

Then you're dealing with CPQ through apex, there are a lot of dependencies that you might not consider that can cause issues in the UI. The safest way to interact with the CPQ objects is going to be through the CPQ API. I'm not sure if you can delete from the API, but you should be able to update the Quantity to 0 and have the same effect.

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