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Questions tagged [cpq]

Salesforce CPQ (Configure, Price, Quote) is a tool that can be used to automate sales activities to produce quotes, including guided selling. This was formerly Steelbrick.

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22 views

Calculate no. of duplicate quoteline records on product

I am having duplicate count field on product so how can i calculate count of duplicated quote line in that quote on selected product. public static void duplicateRecord(Id precId){ //List<...
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13 views

CPQ - twin fields not working for certain profiles due to security setting

We are building a twin field in quote and order in the hope that the field value can be automatically copied into order. This is working for other profiles but not sales user since they don't have ...
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1answer
100 views

How to clone custom child of CPQ Quote Line during Favorite usage

I have customized Salesforce CPQ in a way displayed in the ER diagram below. Everything is standard beside one custom child object of the SBQQ_QuoteLine__c called QuoteLineConfiguration__c . I need ...
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26 views

Net total of a quote line item is changing upon calculation

I have a product set to $5000. The product option is set to $5000. When the product is added to the bundle and it is saved, it jumps to $9000. The standard price of the product is set to 5000, it is ...
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15 views

Why can't I change the end date of a Quote Line. from 3/31/2025 to 5/31/2025 [closed]

I am not able to change the end date of a quote line in CPQ. Why is that.
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11 views

How to update cpq QLE from CPQ External Configurator?

Requirement: The requirement is that we need to popup an external page on quote line editor via custom action. In external page, we will generate new quotelines by customized logic. Problems: We ...
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20 views

Apex Error on CPQ Advanced Approval with with Dynamic Approver

I have created an Approval Rule in CPQ Advanced Approvals with a custom lookup to the Manager ID of the Salesperson on a Quote (Theater_Manager_ID__c) as the Approval Field. When I submit a quote to ...
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31 views

“Apex trigger SBQQ.OpportunityAfter caused an unexpected exception message when on a opportunity and click on ”Contracted" checkbox

I got this in my email Error type: SBQQ.ContractService.ContractServiceException Reason for error: A primary quote is not specified for this opportunity. Please make sure you have the primary ...
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41 views

Salesforce CPQ: Contracted Pricing is Not Overriding Pricing Rule Price

If a product has only a list price and contracted pricing for the product and particular account is setup, whenever the user is adding that product to the Quote under that particular account, the ...
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16 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
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32 views

CPQ - Generate Document questions

All - I've converted the Generate Document button on the Quote object into a hyperlinked formula field so that we can display it dynamically based on the quote's Status field. I have two questions ...
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28 views

Amending Block Price Product - Salesforce CPQ

Pricing Method: Block Block Pricing Field: Custom_Field__c //NOT BASED ON QUANTITY Block: 1-50 $100 50-100 $200 100-150 $300 Selected this block pricing product with ...
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39 views

Cross Object Formula in Product Validation Rule?

Essentially, I want a Product Rule that prevents the user from entering a term that is not equal to the term on the product, but I am unclear on how to set the error condition. Can I use a cross ...
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22 views

Service Cloud not able to configure in CPQ

Actually, I'm facing one problem last few days, I have opened an Sfdc cpq trailhead org for three months. But there I want to enable Service contract for cpq. I have already followed a few steps from ...
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25 views

Jsforce Upsert QuoteLine object

I try with a custom script to upsert a QuoteLineItem but I face a problem with the SBQQ__Quote__c field, which is a Master-Detail of the Quote object. This is my code : export function ...
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117 views

Deploy CPQ related changes to production with SFDX

trying to add SBQQ_Quote__c to Opportunity's related lists in my scratch org, no problem there using UI. i pull the code and confirm that the changes are in Opportunity-Opportunity Layout.layout-meta....
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10 views

CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft'

CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft' In general is is possible to show alert when a Generate Document button is clicked in CPQ
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25 views

CPQ Evergreen product increase/decrease quantity in Amend Quote Line

I am having an issue with one requirement which is client want to increase/ decrease product quantity when amend quote which Product is Evergreen !! While updating with existing quantity it is getting ...
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19 views

How to Configure Salesforce Product based on 'Block Price' and 'Term Length' in Salesforce CPQ

We have some products which need to be configured based on quantity in ranges, say for example, for 100 to 199 quantity the price will be $20, for 200 to 299 price will be $18. These prices are if the ...
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10 views

After implementing QuoteCalculatorPlugin in class, inside method runs in which context

I am new to CPQ, i am implementing QuoteCalculatorPlugin in my CPQQuoteCalulator class and also implementing some Validation logic in which i am checking if the quote line is having correct account ...
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11 views

Can Salesforce CPQ UI be exposed via Lighting Out?

I have a customer who uses LifeRay as a portal and wants to leverage this to allow their partners to generate quote using Salesforce CPQ. I guess this can be done using CPQ APIs but I understand there ...
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21 views

CPQ API QuoteLine Model not returning custom fields

I noticed that reading a QuoteModel via SBQQ.ServiceRouter.read() doesn't return quote line custom fields in the quote's child QuoteLine Models (this is after the QuoteModel has been saved via ...
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59 views

Insufficient access rights on cross-reference id in a managed package procedure

I have added a changing Opportunity owner logic inside Opportunity before triggers. And this is causing issue in a managed package procedure when I amend a contract in Salesforce cpq package. The ...
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53 views

Salesforce CPQ - Filter Picklist Values based on Product in Configuration Attribute

Use Case: On Quote Line Editor, I have picklist configuration attribute with the picklist values 1, 2, 3, 4 and 5. When Product1 is selected, the picklist configuration should be filtered and display ...
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45 views

Salesforce CPQ: Block Pricing with Configuration Attribute

Block pricing is very useful to set the price based on the quantity of the product. But can it be used with a configuration attribute?. For ex: Block Pricing 0-99 - $1000 100-199 - $2000 200-299 -...
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42 views

“Attempt to de-reference a null object” for formula field in map

I am trying to get the value of formula field to check in condition via customAccMap. i am checking if formula_field__c is null then i need to throw a cpqException. But on Add Product Page on CPQ i am ...
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61 views

Salesforce CPQ: Product Setup scenario

I'm trying to setup the below product set up in salesforce CPQ. Product: BAG Now, I need to set up the price of this particular BAG product based on the Colour in the line editor. For Ex: If the ...
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30 views

Salesforce CPQ: Sum up the options price in bundle product(main product)

I've been trying different models in salesforce cpq. Am trying to achieve the usecase I have in salesforce CPQ. I want to sum up all the options price and show in the main product while adding into ...
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13 views

How to get the old version of record in class that implements SBQQ.QuoteCalculatorPlugin

I am trying to get the old version of quote lines in my CPQHelperClass which implements SBQQ.QuoteCalculatorPlugin. Is there any way to get the old value of any custom field into this class. Without ...
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57 views

Implementing CPQ Electronic Signature Plugin

We are currently using the old CPQ Docusign plugin that was created by Steelbrick. Last year Docusign released a new plugin. Problem is they didn't make it behave the same way as the old plugin and we ...
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49 views

Steelbrick CPQ: Editing/ Inserting new quotelines post quote creation via amender api

As far as I can see from steelbrick API(s) here I see that the API provides a way to read quote/ quote line items. https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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48 views

Product Rules: Selection rule for individual products

I have 2 products, product A and product B. These products are not part of any bundle. How to create a product rule (Selection) such that if product A is selected, product B is automatically selected ...
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18 views

Not able to find fields on quote template

I am trying to customize quote template so that I can include Payment Method, Payment Terms, Biling Method fields but I am not able to find these fields. Thanks
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1answer
67 views

Billing rule must be selected error

When I tried to mark the ordered(SBQQ__Ordered__c) checkbox from salesforce Quote(To generate a order) object, I receive the below error. Everything was fine until yesterday not sure what changes were ...
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37 views

CPQ - show/hide global header

We are working with cpq in lightning experience. The global salesforce header is usually on when clicking edit lines in quote. However, when I redirect to this page using the VF page style apex/...
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217 views

How to redirect to CPQ Quote Line Editor page in an action/button

I am trying to implement a button/action to redirect directly from opportunity to related quote line editor. However, quote line editor is no longer a VF page now. I am not even sure whether it is a ...
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56 views

Can we download the word form of quote template

How do I download a word form of a quote template in Salesforce CPQ? I've created a quote, added lines and generated the document. On the document I've changed the document output field to "Word". ...
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102 views

Can we override the standard Preview approval screen in Salesforce CPQ

Currently we have the Salesforce CPQ advanced approval process setup in our instance but the users aren't liking the screen that comes up when we click" Preview approval or Submit for approval" ...
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2answers
254 views

CPQ Javascript Quote Calculator Plugin Custom Script not updating

I set up a simple CPQ Javascript Quote Calculator Plugin Custom Script last week and it was working fine. Today, I wanted to update the script, but my changes don't seem to take effect. My (...
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87 views

How to apply theme for standard line item drawer field set in CPQ Quote object Records view?

I have applyed genaral themes for Quote object Records view. when am clicking EDIT LINES standard button it will be redicting to Quote records and Quote line field sets. Here my requirement is i want ...
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83 views

CPQ - In Quote line editor, when I manually enter a start date, it always updates itself to be a previous date, why is that happening

In quote line editor in CPQ, when I manually enter a start date (not through date picker), it always changes back to a previous date. For example, if I enter 11/01/2019, it changes to 10/01/2019 ...
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1answer
63 views

Is it possible to export/import cpq settings

We have a bunch of salesforce cpq settings to configure. Since we are using salesforce DX, every time we create a scratch org we need to do this configurations manually. It is kind of tedious. Is it ...
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83 views

CPQ - What does Calculate button do in QLE

In CPQ, Quote Line Editor, we are currently having an issue that when user add some bundle products, the price is correct. But when we change the start date in it and click calculate, the price ...
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64 views

isClone( ) doesn't work for cloning from UI

Once i am cloning the quote line on QuoteLineEditor page(please find the attached screenshot of cloned icon of quitelineeditor page) of CPQ Steelbrick, I am trying check in apex if the new line is ...
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25 views

Copy configuration attribute to quote line

I want to add a text field to the CPQ configuratior. Doing this with a configuration attribute. The text I write there I'd like copied into the quote line for the bundle. E.g. I'm adding a new ...
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32 views

Version control for Salesforce CPQ

Does anyone know what the most technically feasible approach is currently for managing Salesforce CPQ configuration in a version control system (e.g., Git)? We currently have most of our metadata ...
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73 views

Setting up Salesforce CPQ Electronic Signature Plugin

We are using Salesforce CPQ in our development. We are trying to include the 'Salesforce CPQ Electronic Signature Plugin' Checked the below document https://developer.salesforce.com/docs/atlas.en-us....
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124 views

Opportunity Line Items not generating

I have a Product that is set up as a CPQ Product. It has options/features etc. Just like any other product set up in my org. I create an opportunity, create a quote and set that quote as Primary. I ...
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1answer
261 views

Auto populate Subscription term in Quote line editor

I've tried to set a subscription length to 12 months on the product object, but it doesn't auto populate when you select the product on the quote line editor. is there a way to auto-populate ...
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1answer
174 views

Custom Block Pricing and Amendments

We have implemented the Block Tiers in CPQ but number of tiers in our products is greater than 50, as Pricing Method "Block Price" does not work when tiers are greater than 50 Here is the help article ...