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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21 views

How to restrict sales-person to download the Quote Document?

I want to restrict the sales-person from downloading the Quote documents in Salesforce CPQ. After the sales-person clicks on [Generate Document] button from quote page,it redirects to Generate ...
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12 views

Created by for amended opportunity [duplicate]

When you amend a contract to create an amended opportunity, the 'Created By' field show gives not the logged in user but somebody else (It is the user who deployed some packages and change sets). Is ...
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18 views

CPQ - Product Rules for State Restrictions for Products

Let me preface this with - we are hoping to find a simpler way to manage this. Maybe a product rule that uses lookup queries. Also, note that these are all standalone products and not bundled ...
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14 views

CPQ: Calculation on “Clone with Related” Causing “Record Was Modified” in Lightning

Background Our SBQQ__Quote__c record page utilizes the QuoteSave VF page. As I understand it, this page polls for the underlying asynchronous job and indicates whether the job is complete. In some ...
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1answer
21 views

CPQ - Bundle Configuration using Sections Option Layout Not Acting as Expected

We have built a Bundled Product in salesforce. We are using the sections option layout. The first criteria within the bundle (DnA or Suite) should allow the user the ability to select one of the ...
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21 views

How Do I Create/Edit a Discount Schedule to Discount Based on the Number of Product Options in a Bundle

We need a discount rule to discount product options within a bundle based on the number of products within the bundle on a quote. For example, you could have the following bundle: ABC Bundle (parent)...
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1answer
55 views

How to change pdf page color into red in salesforce cpq quote template

I need to change pdf page color into red in salesforce cpq quote template.is it possible?
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15 views

Creating CPQ QuoteLineGroup records via Apex not visible in Editor

I have a trigger set up that is intended to create QuoteLineGroup records for a Quote when the Quote is first created, based on the Assets that exist for the Account. The trigger works as expected and ...
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32 views

CPQ: Generate Quote Documents for more than 25 Quotes

I'm trying to generate Quote Documents for several Quotes simultaneously. We're using a schedule but calling the API and running up against a limit: we can only call the API to create Quote Documents ...
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14 views

CPQ Quote - Description not Editable in Mobile View

On the mobile view of CPQ, I am trying to edit the Description field for the Quote Line Group object. I cannot edit anything on the Description field when using the mobile view only. I've checked ...
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92 views

Quote CPQ - how to correctly create a Quote Line Group and relate Quote Lines (without lines editor)?

I am trying to automatically created Quote Line Groups when a new CPQ Quote is created, based on some fields on the Opportunity products. But I fail. In a trigger on SBQQ__QuoteLine__c I group the ...
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49 views

How to clone a Quote (CPQ) changing the Record type

I would like to change de record type when cloning the Quote, but it doesn't. What am I doing wrong? My code: From "Quote Custom Button or Link" Detail Page Button Behavior Display in existing ...
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31 views

CPQ Quote Line Item - automatic setting of a custom field?

In an org I have a field SBQQ__QuoteLine__c.CostsType__c, and this gets set by some kind of magic, it seems. The possible picklist values are "Monthly" and "OneTime". There is no APEX code, nor flow, ...
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8 views

How to auto populate CPQ Quote in Email Message object Related To lookup field?

I have created CPQ Quote in my edition. Based on my requirement i need to send listed Quote data in selected Template using Email Message. Once clicked save & Email Button in Send an email screen ...
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1answer
54 views

Salesforce CPQ - Managed Extension Package - Expiration Date

I am looking to create a managed extension package for Salesforce CPQ. In particular, I would like to add some custom fields to the managed Quote object SBQQ__Quote__c. For example, if my package has ...
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1answer
42 views

Re-parenting primary CPQ quote Line Items not rolling up to Opportunity

Within CPQ, Opportunity Line Items should automatically sync with the Primary Quote's Line Items. However, when re-parenting a primary quote from a Source Opp to a Destination Opp (Destination Opp ...
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29 views

“Assertion Failed: Unsupported quote object: …” CPQ Dev Org Error

Completing a Trailhead Project called 'Simplify Home Security Subscription Renewals'. The Project required me to sign up for a Salesforce DE Org with CPQ set up. I have it up and running. The next ...
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19 views

Add price per x number of units in Salesforce CPQ

I am trying to set up a pricing calculation on a product which is part of a bundle, where the first 2000 units sold will be for $50, but from the range of 2001 - 50000 any additional unit sold will $...
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1answer
92 views

CPQ How Net Total is Calculated?

I have observed one thing When calculating Net Total, following things I did For Start Date - 8/1/2020 and End Date 3/15/2024 I added segments as follow Now, when I hit Save for Term of Every year(...
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102 views

CPQ Quote sync to Opportunity results in no information

I have an issue with the synchronization between a CPQ Quote and an Opportunity, and I have no clue how to provoke that. There are a few Opportunities that have a primary CPQ Quote (Accepted by ...
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12 views

CPQ Generate Document Apex Jobs Queued Status

When clicking on "Generate Document" -> "Save" within a Quote record. The screen gets stuck loading. I did notice within Apex Jobs there is a lot of jobs Queued.
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48 views

Trying to add a Custom CPQ Quote Field to Product Rule Error Condition

I'm trying to add a Custom Field in the Quote object to be used in the Tested Field of an Error Condition on a Product Rule in CPQ. I've added the Custom Field to the Quote Object. Added the field to ...
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1answer
43 views

Salesforce Price Rule Pro-Rating Scenarios Based on Subscription Start Date/End Date Not Calculating as Expected

We created some pro-rating scenarios via Price Rules. The price rules are for a specific price book and based on Subscription start and end Dates. Here are all of the scenarios but we tested on the ...
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23 views

List Price Not editable in QLE(Quote Line Editor)

List price edited checkbox is checked(True) in Standard price book but not able to edit the list price of particular product in QLE(Quote Line Editor) Salesforce CPQ
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176 views

SDLC with data-dependent applications (CPQ and FSL)

I'm looking for best practices for a SDLC workflow given the following scenario: Team consists of a mix of point-and-click admins and developers Project is based around CPQ or FSL where data is used ...
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1answer
93 views

Salesforce CPQ Custom Template Content (Quote Templates) not showing field value from custom controller

I just created a simple quote template. With 1 Template Section. I have assigned that section with a Custom Template content that references a visualforce page I created. Visualforce page, <apex:...
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43 views

PriceBookEntry required field missing when creating QuoteLineItems

I am kind of new to CPQ and have been trying to create a Quote Line Item with no success. Opportunity OpportunityOne = [SELECT Id, PriceBook2Id FROM Opportunity WHERE Id='...
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20 views

Proration multiplier not rounding correctly?

We are creating billing schedules and its line items(based on quote lines), based on term period and quantify specified we are calculating amount for each billing schedule. our Requirement is SUM of ...
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10 views

Metrics Service spams console

Metrics Service spams console How can I turn off console.logs from MetricService.js? CPQ Performance Metrics Service: ended service call 0
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17 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
42 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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21 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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32 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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43 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
63 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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71 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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69 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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48 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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37 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
70 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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42 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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27 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
30 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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15 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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109 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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81 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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12 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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97 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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46 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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84 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"]...