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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6 views

Help with CPQ Configure product [on hold]

Can you make an editable custom quote object field during product selection on the configurator?
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14 views

CPQ-Custom field blank value email template after submit for approval on Quote

On CPQ Quote: I am a newbie to salesforce and CPQ. When quote is Submitted for approval, email templated is triggered named quote submitted for approval from CPQ package.In that email template custom ...
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1answer
18 views

CPQ How to Hide Preview Button

Is there a way to hide the "Preview Button" while generating a document within CPQ?
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19 views

Multiple shipments for each Partial order needs to be tracked

My requirement is to do Multiple shipments for each Partial order needs to be tracked in salesforce cpq environment. Is it possible to track and add multiple shipping address for each partial order in ...
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14 views

Quote Template issue when creating Word Document

We have created Quote Template we are using Line Columns and Sections to generate template, we are facing problem when generating word document like following: PDF Version: The section which is ...
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24 views

CPQ: Automating the Selection of Product Options based on fields in custom objects. Product Rule or Apex?

My use case is I have a screen flow that asks questions that are needed to populate the quote correctly ie: Are there curbs involved, and if so, what concrete PSI is needed: 3500, 4000, 4500; Are ...
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1answer
16 views

Is there a way to force a mass refresh prices on old quotes in CPQ?

Rather than relying on the user to click the "Refresh Prices" button, is there a way that Admins can force a "Mass Refresh Prices" on older quotes? We need to insert the new list price, because our ...
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1answer
30 views

Quote Calculator plugin doesnt seem to be firing at all

I have a requirement that, whenever we click 'edit lines' button on Quote object the price of the products selected needed to be updated in realtime from SAP. I have created a Custom script JScode ...
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34 views

Salesforce CPQ Subscription terms not working for Subscribed products in quote line editor

I have been trying to get subscription terms working: Example of Subscribed product with 15 months as Subscription terms It should reflect the values for Net Total as 2,10,000$ for 13th row in the ...
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18 views

CPQ - Quote Line Editor throwing null pointer exception when called Custom Action

We have created a custom action like following: When we go to quote editor and try to open any page or URL using icon Reconfigure Performance Engine we are getting null pointer exception not sure why ...
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25 views

Pricebook field auto population in Quote Record Salesforcec CPQ

Pricebook field (Pricebook2Id)is auto populated on opportunity record by a visual workflow that looks up the right pricebook record from pricebook object based on an account field in the opportunity ...
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1answer
28 views

Can I Call visualforce page in custom action - CPQ?

I am using following custom action for CPQ , I wanted to call my custom visualforce page , could anyone advise how can I call a visualforce page inside custom action.
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30 views

Running into the error “Opportunity must have a primary quote in order to create an order.” when renewing contracts from Apex

Here is the code that we can run in Developer console to reproduce the error. What this code does: Renews the expiring contract by setting the CPQ renewal fields to TRUE. Queries the renewal ...
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12 views

Issue in generating Document in Salesforce using Adobe Sign

I'm finding the right way to do Adobe Sign in Salesforce. Followed the steps using Adobe sign, but throws error while generating Document under Quote.[This Quote is CPQ based Quote] https://helpx....
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1answer
17 views

Completing Learn About Configuration in the Sales Process

I am using my developer org to complete this unit. Here is the link: https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration/configuration-in-the-sales-process I have ...
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11 views

Sorting Column Headers in the Quote Line Editor: How to do it automatically

I can sort Column Headers in the Quote Line Editor by clicking the arrow on the header. https://help.salesforce.com/articleView?id=cpq_sort_qle_headers.htm&type=5 However can I trigger it ...
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1answer
34 views

SBQQ__ProductCode__c not visible in Tested Field in Error Condition of product rule

I am trying to learn CPQ. My scenario is: I need to add product B in the cart if product A is added. I have created product rule, added action. I need to verify if product A is added using ...
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23 views

Unable to Renew Contracts in Salesforce CPQ

We're seeing the below error when trying to create quotes(Steelbrick or Salesforce CPQ) against renewal Opportunities for migrated contracts. Update failed: First exception on row 0 with id 800*****...
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9 views

Order tab not visible on CPQ

I am using a developer org, the order tab is not available on my CPQ. I have checked my profile permission setting, it shows default on. Also under Quote page in Contract Information section, order ...
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49 views

Integrating Salesforce CPQ with SAP to get realtime pricing data

Existing Functionality: Currently we have three types of pricing Standard, A and B Standard: A: GPO pricing is maintained in price books B: B are created as accounts and pricing is manually loaded ...
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32 views

Enhanced Lookup for Contract on Quote in CPQ

In CPQ Quote object record when we try to add Master Contract Record using lookup Icon we only see Contract Number and Owner. We wanted to enhanced this lookup to be able search it by Contract Name , ...
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1answer
31 views

Salesforce CPQ - Quote Calculator Plugin - How to access Account Name

I need to access Account Name from Quote Calculator Plugin. Sample code snippet is as below - export function onBeforeCalculate(quoteModel, lineModels) { alert(quoteModel.record["Account__r"]["Name"]...
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1answer
38 views

CPQ execution of AfterUpdate caused by: System.FinalException: Record is read-only

On CPQ quote object When we click on submit for approval button, status is changed to In review, when the status is changed to in review. I Have to populate a field from quote associated ...
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23 views

BigMachines:Too many future calls: 1

we are trying to update existing CPQ integration to latest version, which is been out for a while. while running the tests we encountered this problem. BigMachines:Too many future calls: 1 while ...
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17 views

Share record on basis of sharing of lookup object [closed]

We have Quote object looking up to opportunity in our Org. We want to set sharing of Quote object to Private. The sharing of the Quote record should be same as of opportunity. We are planning to ...
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68 views

Brand new CPQ: how to get Price Action > Target Field populated? Only manually?

Just have installed the CPQ Managed Package v220.10 on a blank Developer Org. Now on an existing Org I found the Picklist for Target Field populated like this: But on my brand new org it's only ...
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1answer
53 views

Salesforce CPQ - is it possible for the Price Rules to send mails?

We have many complex Price Rules in our org. Sometimes it is not clear how the price came to be and what Price Rules was executed out. Therefore, I wanted to ask if it would be possible to adjust the ...
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1answer
112 views

Salesforce CPQ - is there a list of applied Price Rules per Quote Line?

We have many complex price rules created. Now when we Calculate a quote, some of these price rules are applied, if their conditions are met. Many rules may apply on a single quote line. For developers ...
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11 views

option-constraint issue

I have started my trailblazer account and I have integrated the CPQ package to my salesforce login. I have been working on the option-constraints for my parent product, the list of child products are ...
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26 views

Getting an error SBQQ.SecurityUtils.SBSecurityException: You do not have read permission for field Match Type on object Lookup Query

Getting an error SBQQ.SecurityUtils.SBSecurityException: You do not have read permission for field Match Type on object Lookup Query But we have provide access to the field. Is there any permission I'...
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1answer
35 views

Issue with creating Evergreen Product in unit tests

I have an issue with unit testing a piece of logic built for Evergreen Subscriptions. When trying to insert Evergreen product I get following: System.DmlException: Insert failed. First exception on ...
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29 views

Where does advanced approvals do field updates

In the normal approval process there is an approval action section which we can have field updates. But when I read through the advanced approval process I don't find a place to have this. May I know ...
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1answer
40 views

multicurrency enablement for CPQ

We have enabled multicurrency in our org. There are some places where in Apex classes and Visualforce pages which is hard coding or returning '$'. My concern is there is some old code and ...
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91 views

CPQ quoteline conditional custom action

I am trying to set up a conditional Custom Action on a CPQ Quote Line. I only want the Desegment Line Custom Action to appear when a custom field "Segmentation_Editable__c" has a value of true. I ...
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14 views

configuring bundle options for Subscription products

I have a multi-year subscription product. Which needs configuration with different features. which is Bundle and features in Salesforce terms. For Instance, We have a product with car rental for 3 ...
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33 views

How to do Cell Wrap in visualforce page used as Quote Template in CPQ?

Refer the screenshot below, the column width of the comments will support 15 characters. In CPQ, We have used template content of type VisualForce page for document generation. For Comments the width ...
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42 views

How to display checkbox in custom custom visualforce page for CPQ quote?

I am trying to generate a quote document using custom visualforce page for steelbrick CPQ. I need to display a checkbox in a column (it does not have to be associated with any field). I tried using , ...
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17 views

CPQ - Data loss when Primary field Change

I'm using Salesforce CPQ for quotation and some problem when changing Primary Field on Quote. (SBQQ__Quote__c) It has a sub-relationship with custom object and custom field to manage additional ...
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1answer
36 views

CPQ Parent to Child (Template Content to Quote Template)

I am trying to select child records (Quote Template) from the Parent (Template Content). I am not 100% sure what is wrong here: Child relationship name : QuoteTemplatesFooter; Parent object: ...
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49 views

How To Create Approval Notification in CPQ Quote Line Editor

I would like to ask on how I can meet this kind of Approval Notification in CPQ if you gave a discount and it needs to seek approval to your manager. (see image below)
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1answer
114 views

Salesforce CPQ Quote Template not updating header and footer

I have Salesforce CPQ (Steelbrick) and am trying to put a custom header and footer on the quote template. I went to template content, clicked new, selected Template Top, clicked continue and for ...
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58 views

Style page-break-inside: avoid not being applied

Environment: Salesforce CPQ Object: Template Content The goal is to apply the page-break-inside style for each section to force each of those sections on a page without breaking. What I have in my ...
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39 views

Sorting Line Items CPQ

I am trying to sort line items on the output document in a specific order; the order being by Product Code but in a specific way other than Ascending. Is this a feature I can utilize? Ex. ...
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45 views

Issue unwanted blank page is created in CPQ Quote template?

I am working with CPQ Quote template. In my Quote template, a blank page is created unexpectedly. I tried to remove it by using, removing space in the content, removing the margin from content, ...
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2answers
46 views

Line spacing not applying when using <li> tag

This is for Salesforce CPQ Template Content. I have a spacing issue when using the li tag. If the item is too long and is forced onto more than one line, it doesn't take into account the style="margin-...
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163 views

Salesforce CPQ Renewal Quote and Document Generation Automation

I'm working on a requirement to automatically generate renewal opp/quote , then generate document and email to customer . The logic I followed is as follows: Wrote a batch class that would pick ...
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98 views

Why are these calls into CPQ taking so long?

I'm working through a problem here where we have a website that making calls into Apex code that's taking 8 seconds to add an item to a quote, and I wonder if I could get some help understanding if we'...
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32 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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201 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
219 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 ...