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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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Quickly Reviewing Multiple Approvals in Lightning

We're currently implementing Salesforce CPQ (Steelbrick) and want to use the standard approval process for products in a Lightning enabled org. Approvals route to a queue and I'm bouncing against this ...
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1answer
17 views

Cost price for block priced products

Let's say we're selling product licences, and have defined block pricing, e.g: 1-10: $100 10-50: $400 50-100: $700 But what about product cost? There is not the same cost for each range. So the ...
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16 views

Error: BlockPricing is only available for Volume Pricing

I have use case that requires setting up products using block pricing, unfortnuately I can't set it up becasue of the following error Error: BlockPricing is only available for Volume Pricing The ...
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55 views

How does one modify the buttons on Generate Document page in Salesforce CPQ?

In the referenced screenshot, the Generate Document page shows five buttons in the upper-right corner, two of which are Save & Email and Save. I want both of these buttons removed but cannot find ...
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11 views

Issue with Salesforce CPQ Quote Line Editor

I have two issues with Quote Line Editor 1) Not able to see all the quote fields on filed set "Line Editor". I can only see two custom fields . - please see the attached screenshot 2) Even after ...
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10 views

Unable to generate Quote template after sandbox refresh

We just refreshed our sandbox and when I try to generate or Preview quote document, it is showing as blank. Are there any settings that need to be done after sandbox refresh for quote templates to ...
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14 views

Is there a way to debug into the cpq generate template process

In CPQ Quote templates, we need to write xsl-fo code into the VF template and very often, it throws ambiguous error when previewing the document. Is there a way to debug into it and understand what ...
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31 views

CPQ QuoteLine Editor page got attempt to de-reference null object error when we introduce recordType.name in the formula

In Salesforce CPQ, in quote, when we have a formula like below: IF(Contains(SBQQ__Opportunity2__r.RecordType.Name, "Agent"), "Agent", "") The QuoteLine Editor will throw attempt to de-reference a ...
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23 views

Lightning Component - Updating CPQ QuoteLine Fields via inline editing

I am recently working on a custom lightning component and one of the features is for a table that consists of SBQQ__QuoteLine__c records, and the ability to inline edit a field like Quantity(...
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1answer
35 views

Standalone CPQ Licensing?

In reviewing the CPQ Pricing Page, I am wondering whether these licenses need to be purchased in addition to Sales Cloud and/or Community Cloud licenses. I have a scenario where an AppExchange ...
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15 views

'Please set Sale Price to $0' error when trying to save Quote Lines in CPQ Quote-Line editor

To preface, I am configuring Salesforce CPQ in a sandbox and am creating Product bundles with Features and Options. I currently have a Product bundle with five features, each with two Product Options....
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32 views

What is the purpose of Default Field on Process Input of Salesforce CPQ?

I want to use the Guided Selling on CPQ and on one of the questions, I want to show a default value as the answer. Does the Default Field serves for this purpose? I tried with an example but nothing ...
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47 views

Salesforce CPQ error when marking Renewal Quoted on Contract

When attempting to mark 'Renewal Quoted' on a contract within Salesforce, I'm getting an error stemming from managed Salesforce CPQ code: Error:Apex trigger SBQQ.ContractAfter caused an unexpected ...
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18 views

Quote Line Editor Subscription term doesn't populate individual line items.

When I put in the subscription term at the top of my quote. It calculates the values fine however I doesn't seem to populate the subscription term number on the individual lines, Does anyone have ...
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1answer
87 views

Change total labels in a quote generator CPQ

In Salesforce CPQ, I can't seem to get rid of the "Ongoing Monthly total" and "Ongoing monthly total VAT", in my yearly quote, I've managed to change the layout and adjust everything to yearly except ...
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20 views

Is it possible to delete quoteline automatically using trigger?

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 ...
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21 views

Automatically Delete Default Product(Quoteline) when add new Product (QuoteLine) using Trigger

Everytime quote will have one default quoteline.However we want this quoteline to be deleted once other Product is added. I read that we cannot do this via Process builder so I create trigger like ...
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61 views

Error creating CPQ - SBQQ__QuoteLine__c Object

I am trying to test a controller that I have written which queries SBQQ__QuoteLine__c objects. I am running into an error which is preventing me from inserting the object during the @TestSetup method. ...
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29 views

Salesforce CPQ, Image from a footer component doesn't show on a quote

I've created a CPQ quote and configured all of the related lists and line items and my footer component got broken because the URL expired, I've started hosting the image myself on static resources ...
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33 views

Validation in Quote Line editor

I have one Quote (say Q-01000) and it has two Quote Lines QL-1, Ql-2. SBQQ__QuoteLine__c has a custom field business_profile__c and this field is added into Line editor FieldSet to make it available ...
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1answer
74 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
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1answer
43 views

Validation rule is not working on QuoteLineEditor page (CPQ)

I am new to Steelbrick CPQ. I am trying to write a validation on quote line custom object of CPQ. And trying to validate a field on quote lines. But when I am hitting the Save button on ...
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2answers
87 views

CPQ learning resources available?

It seems Salesforce has released almost no resources on CPQ on trailhead after its acquisition. Old Steelbrick Community pages are gone and it seems there's only documentation pages on Salesforce Help....
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1answer
50 views

Salesforce CPQ : How to detect field changes and fire validation rules

I am still new with CPQ. So far we able to set validation rules if certain field contain certain value but we cannot set validation rules to detect field changes. The requirement is to lock certain ...
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2answers
127 views

Salesforce CPQ - JS Calc Works But Does Not Show In UI

I've been working through configuring CPQ and have reached a scenario I was trying to solve using customization. When generating a quote and adding a line, I want to look at previous active quotes (...
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1answer
289 views

Steelbrick/Salesforce CPQ - Customize the pricing in quote line editor

My company just started using Salesforce CPQ and we have a structure for furniture manufacturing. We have 3 types of products with product family: Furniture Fabric Leggings The furniture product ...
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1answer
53 views

I want to add border line by CSS in lookup field in CPQ Quote line editor?

I am working in SFDC CPQ. When I navigate to Quote->Quote Line Editor I can see there are 5 lookup fields in the drawer. Business users are expecting an red Border in those lookup filer CPQ Quote line ...
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1answer
142 views

Setting up DocuSign to Salesforce CPQ [closed]

My Question is What are all the packages required to setting up Docusign for Salesforce CPQ? 'DocuSign for Salesforce' App from Appexchange is required for Salesforce CPQ Docusign or not? I have ...
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2answers
88 views

CPQ - Template Section - Group Field - Sorting

I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue. It seems to be grouping in alphabetical order of the picklist ...
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236 views

Testing Salesforce CPQ

I'm trying to create some meaningful tests for Salesforce CPQ. I'm trying to create Apex test classes and also UI tests with Selenium. The problem with the apex tests is that a lot of the important ...
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1answer
47 views

How to enable community partner user to create new Quotes? (as a part of Managed SBCPQ package)

I am trying to enable community partner user to create new Quotes and edit them (as a part of SBCPQ managed package) I am able to create new Quotes from CRM users and see them when I switch to ...
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1answer
48 views

Validation message in CPQ

I am getting a validation message on SFDC CPQ Quote edit Line , "Addon Fulfillment start dates must be equal to or after Parent Fullfilment start dates." But could not able to find it out from which ...
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51 views

Update child product fields (CPQ)

I have some product bundles with child options below to chose. The main idea is to chose a bundle and set some fields, after that, a price rule updates other related ones in his product options. It ...
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109 views

Best approach for Salesforce automated testing

I am new to Salesforce testing. We are building a solution on Salesforce CPQ platform and I am looking for a best way for automated testing it. I understood that all custom code we are building in ...
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104 views

grey out dates on calendar that are unavailable

Using salesforce CPQ I have set up a sales process which includes selling a service that can only be sold on dates that have not be scheduled before. I have already created a table that includes dates ...
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1answer
191 views

Salesforce CPQ quote Template

I want to display Features and Options related to the product on my Quote template, but I am not sure how to display those records in Salesforce CPQ quote Template without using visualforce as ...
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1answer
32 views

Salesforce CPQ schedule dates can not be sold again

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 ...
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516 views

Override Net Unit Price via Price Rule in Salesforce CPQ?

I have the fields setup to support the standard functionality to override either the net unit price or the net total price, but I can't seem to figure out how to use this when trying to override via a ...
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2answers
58 views

Formula to determine if a value is not an integer/is a decimal? [closed]

I am trying to get a formula to determine if a price variable is calculated to be a decimal. I haven't really been able to make any progress on this but I have to feel it's a simple function or set ...
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1answer
203 views

CPQ Product Search Plugin

In current project we want to use product search plugin. The problem is there is no good documentation or exemple of SBQQ.ProductSearchPlugin impelemnts. Code i have right now is from: steelbrick ...
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2answers
260 views

update lookup field with apex class and trigger

Really need help with this issue: I am trying to populate field Version__c [Lookup(Product)] on QuotLine__c object, whenever New_Management_Version__c (checkbox field) on Product object is set to ...
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190 views

Steelbrick CPQ API validate quote not working as expected

I'm creating a quote via the native CPQ quote line editor and adding a bundle with its corresponding options for the each feature. After creating the quote I want to validate it via the API using ...
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1answer
146 views

CPQ Price Rule Condition on Rule Itself?

I'm writing a price rule to set a "default" markup on the quote line. The key piece here is that the markup must then be editable. The rule I've created fills in the markup field, but I want to add a ...
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2answers
112 views

CPQ Managed Package Still Necessary?

Is a managed package still needed to get up and running with CPQ? (formerly SteelBrick) I installed this package in our sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=...
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1answer
264 views

Update Product Field Value based on Configuration Attribute

I have setup the the CPQ as below. 1 Bundle with 1 Configuration Attribute (Picklist With Regions) and 1 Configuration Attribute (Number - Total Volume). 4 Products in above Bundle. The ...
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1answer
462 views

Custom Quote Calculator plugin in Advanced Calculator org

A requirement I'm looking to meet is to adjust pricing along a curve as it relates to total quantity of items in a quote. The curve is derived via a quadratic equation where the admin can tweak the ...
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141 views

Error:“No such column 'Product__r' on sobject of type SBQQ__QuoteLine__c” when marking primary quote

We're configuring our instance of Salesforce CPQ (Steelbrick) and running into an error where when any user marks a quote primary on the detail page an error appears at the top where the "...
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1answer
228 views

How to aggregate Quote Line data in Steelbrick?

I'm trying to determine how to best aggregate data up to the Quote object in Steelbrick CPQ when Quote Lines are added or edited. Essentially creating rolled up sums of prices for different fields. ...
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1answer
211 views

Disable SteelBrick/CPQ Trigger from running in current trigger context

I have a method that runs an update on the SBQQ Quote. If I run it on a list of Quotes the CPQ code hits a soql 101 limit exception and I have no way of fixing it. My solution would be to temporaraly ...
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1answer
78 views

How to write a test class for covering Bundle product?

I am trying to cover a class in which I have below condition which contains one variable called SBQQ__Bundle__c available on QuoteLine Object of steel brick CPQ. I have tried to investigate regarding ...