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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Display Product Options with the selected Configuration Picklist attribute value

New to Salesforce CPQ. Below is a scenario I am trying to implement. There is a Product Bundle "PB" which has 2 Product Options PB1 and PB2. A Configuration attribute of Type Picklist is ...
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Quote discount not flowing from Parent Opp to Renewal Opp created via CPQ Renewal Quoted checkbox

I recently implemented CPQ for our client. In production we are noticing that discount that agents apply to quote of parent opportunity are not getting applied to renewal opportunity's quotes and ...
1 vote
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37 views

Conditional configuration of a CPQ Product as Bundle

We have a complex CPQ scenario that I would appreciate your inputs. We have 1 CPQ product (single record) that: For some types of quotes should appear as a bundle (with many product options and ...
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Salesforce CPQ API to create Quote and Quote Line items facing issue with calculation

Using Salesforce CPQ API to create Quote and Quote Line items. Records are created, but on Quote line items facing below error Before you can create an order, generate a document, or contract an ...
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44 views

CPQ Quote Template - include current date in generated quote

I was curious if there is a way to get the current date in the generated quote? I currently have the 'Date:' field referencing the 'CreatedDate' formula field that just calls 'CreatedDate', however, I ...
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SFDX CPQ : Cannot modify managed object

I am trying to deploy a package including some CPQ objects usiing sfdx:source:deploy I am having the following error : API Name Type Line Column Error Message SBQQ__QuoteTemplate__c Custom Object 0 ...
1 vote
1 answer
110 views

CPQ Quote Line Records Bundle Hierarchies with Flow

While I am creating Quote Line records from the Flow. Where products are in the form of Bundle & configured Products. I have filled up the required by field on the child product Quote Line, but ...
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34 views

CPQ: How to use Selection Rule based on Product Option criteria?

We have the following scenario: We have two bundle products: B1 and B2 Also we have two Products that act as Product Options for B1 and B2: PO1 and PO2 In gerneral the bundle configuration looks like ...
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40 views

Make a field required before generating a document on Quote record

I have to make a field "F" mandatory before clicking on generating the quote document button. Is it a custom action or validation rule? If custom action I checked and could not find the ...
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45 views

How to automate calculate in salesforce using CPQ API QuoteCalculator

Need to automate the Calculate button background process in salesforce. Referred the documentation - https://developer.salesforce.com/docs/atlas.en-us.214.0.cpq_api_dev.meta/cpq_api_dev/...
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Apply Group value to all Quote lines

The CPQ help is telling me this: Use quote line groups to organize related quote lines in your quote. You can apply field values to all the group’s quote lines at once. https://help.salesforce.com/s/...
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1 answer
77 views

CPQ Quote Preview Document not working as expected with Visualforce page section

I've been asked to create a VF page to dynamically create tables on a Preview Document for a Quote. I've created a section to reference the VF page. Using XSL:FO format, which is required from what I ...
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1 answer
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Declarative Roll up Summary - How does it work when filter criteria changes

I am using the declarative roll up summary tool to create a lookup on Account object to sum over all net prices of Subscriptions using a filter criteria as Active Contract = 1(1,0). Parent Object : ...
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Subscriptions not updating when amendment opportunity is closed won

We are using Salesforce CPQ. We have created an amendment opportunity with some changes in original quote lines. However, on closed won this opportunity, order is generated but subscription on ...
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1 answer
32 views

duplicate alias: name error while grouping

We are using bundle products in salesforce and I am trying to display the Order products in a PDF document which I am creating using VF page. In the Order detail page the Bundle products appear ...
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How to display the Order products in the same Order as they are shown in Order detail page

I am trying to fetch the CPQ bundle products and show it in the PDF in SOQL. But the Order products aren't getting fetched in the same Order as they are shown in the Order detail page. They are ...
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13 views

SKUs and Product Rules

We have SKUs that we want to decommission, but these SKUs are tied to some product rules. I'm looking for a way to have these SKUs active for all pending open quotes till they are closed while ...
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23 views

Prefilled fields for Quote Generate Dcoument Email

Is there a way to predefine values for related to and subject in CPQ Quote button Generate Document -> Save & Email?
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1 answer
81 views

Salesforce CPQ Translation output language - English doesn't appear

In the UAT, I deployed CPQ's records, including localization records. Quote Term's English translation does not work, so I tried to redo it. On the quote term record, I selected the "Translate&...
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1 answer
102 views

Price Rules in Salesforce CPQ

I am trying to learn Salesforce CPQ Price rules. I am trying to create something like the following: If the Add on product added is more than 10 then the primary product quote line will have an ...
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Start Recalculation of a CPQ Quote from Apex With "Calculate Immediately" Disabled

How can I initiate recalculation of a CPQ Quote from apex when Calculate Immediately is disabled? I have an apex rest method creating a quote, and I tried calling SBQQ.QuoteExtController.calculate ...
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1 answer
63 views

Percent of Total field in Salesforce CPQ

I am trying to learn Salesforce CPQ where I have two questions. I have tried to create a Percent of Total product. I have two questions here : I will have to add the Percent of Total product in the ...
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1 answer
314 views

add products button not visible in quote line editor in salesforce cpq

The add products button is not visible in quote line editor in salesforce cpq. I have logged in as sys admin, but still not visible. No buttons at all - any pointers?
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1 answer
106 views

Test Class Error for Apex Class meant to filter Quote Lines on a VF Email Template

I'm just starting out with Apex, really any SF development. I've been lucky enough to be able to learn and practice what I've been learning in real-life scenarios, but I've depleted my googling skills ...
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Advanced Approval CPQ mails for Non admin Profiles are not working

We have setup advanced approval on the quote object. When we are triggering the approval rule via submit for approval from System admin, everything is working fine as expected. But when we are ...
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1 answer
156 views

Insufficient Privileges on Recall Approval CPQ button on quote

Note: Everything is working fine for System Admin Profile but not for non-admin profiles I have one issue where CPQ -> Recall Approval Quick Action throws me an error. You do not have the level of ...
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CPQ: How to handle small unit prices + volume discounts (decimal precision)?

we're having a price model where we sell items with a very low price (< 0.01 EUR) and those prices are based on volumes. Example: Volume Price per Unit 1 - 50k 0.015 EUR 50,001 - 100k 0.012 EUR ...
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1 answer
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How to get only the selected lines from QLE in QCP context ? [Salesforce CPQ, QCP, JavaScript]

How to get only the selected lines from quote line editor in QCP context ? We can create additional checkbox field on quote lines and refer that, but client wants to use standard checkbox.
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155 views

How to set a reference/lookup field through Price Action in SF CPQ?

I am working on a Price Rule which has one of the action to update lookup fields on Quote Line. To elaborate we have From and To (reference to Location custom object) on Line Group and we'd like to ...
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250 views

CPQ Quote Line Group Sub Total is not showing the correct amount when its Optional

In CPQ quote line editor when I change the Quote Line Group as optional all the quote line items are change to optional. But the subtotal is showing the sum of quote lines. But its should be 0 since ...
1 vote
1 answer
220 views

How to identify what action started QCP Calculator Plugin script in Salesforce CPQ?

I'm using a JS script as a plugin for QCP calculator to do some stuff after every change in Quote Edit Lines. Now I need to run the script only when user presses Calculate or Save button. The only ...
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50 views

Call Custom Script outside the QLE (from a Custom QLE in salesforce)

I have a custom QLE in salesforce CPQ with LWC (lightning web components) and my colleague created a custom script that is going to change some prices after the QCP is active. The thing is that I do ...
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72 views

Combining total quantity of same product in CPQ Order

Currently we are using Quote Line Groups and adding Quote Lines while creating quotes. So many times we have to add same product multiple times in different Quote Line Groups within the same Quote. ...
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226 views

CPQ - Set Contracted True too soon does not create contract

we're developing a flow that takes an order, activates it and then automatically flag SBQQ__Contracted__c = True. In my mind CPQ should create a contract but in reality if i launch it syncronously it ...
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1 answer
37 views

How to send an image to third party when the content type is multipart/form-data ? How to add two parameters while sending a request? [duplicate]

I have to send an images to third party system and content type provided is multipart/formdata and I have to add two parameters in it. and then want to send the request. How to send 2 parameters in it ...
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115 views

Salesforce CPQ - Product Rule

I want to add a product automatically when a field is changed in quote in QLE. Is there a way to do this using product rule in cpq? A field from quote has been added to field sets in Quote Line ...
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137 views

CPQ Clone Group - QCP

I have a request to return a custom cumulative total for each quote line group based on the lines included in each group. Thanks to this article, I've got the QCP looping through groups on the quote ...
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1 answer
176 views

Update Quote line Grouping thru QCP

I have field in Quote line that looks up to the Quote line Group [groupA__c]. When that field is populated in the parent Quote line of a bundle, that bundle should be reassigned to the group indicated ...
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63 views

Filter Solution Groups listed in Add Group Custom Action on QLE of Salesforce CPQ

I am trying to filter Solution Groups listed in QLE with over 50 Solution Groups listed based on Quote attribute. I do not see any documentation around this. Can some one guide me on this ? What is ...
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122 views

Is there a way to navigate users to Quote record page and not Quote Document on save of Quote Document?

I would like to know if it is possible to modify the 'Save' button on Generate Document page which is part of the CPQ Managed package . Aim is to navigate user to Quote record page after they click '...
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Not able to hide table row in custom CPQ quote template

I am trying to create a custom PDF template for CPQ quote and depends on some condition I want to hide a table row,so trying like below <table-row visibility="hidden"> ...
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256 views

Standalone use of Quote, Orders and Standard Contract object is it possible in salesforce.com org without implementing CPQ?

We have a business requirement where we want to use standard Contract, Quotes and Orders objects. I wanted to know if we can use and implement Contract, Quotes and Orders objects in salesforce.com org ...
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1 answer
379 views

Advance Approval API call for bulk records

Has anyone worked on or has idea about the calling Advance Approval APIs for bulk records? The goal is to Submit multiple records for Approval, with current SBAA.ApprovalAPI's we can call it only for ...
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1 answer
2k views

CPQ Calculator - asynchronous function returning promise pending instead of a value

In the below code I am making a Server Call using a async/await. Once I get the results I want to process the results and then move along after the .Then statement. The problem seems to be that ...
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1 answer
160 views

CPQ JSForce Query

I am working with the CPQ Jvascript Calculator. I writing logic on BeforePriceRules. I will need to do a couple of Queries to get what I need. When I write my first Query the order of Operation of how ...
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42 views

VF remoting issues console app salesforce cpq navigation to QLE?

I am trying to link a user directly to the configuration of a certain bundle in Salesforce CPQ based on criteria. Long story short this is working as expected outside of a console app, however, when I ...
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80 views

Determine Template Section from Custom CPQ Visualforce Page

I am building a series of Quote Templates with CPQ and attempting to build a custom table using a Visualforce page and the custom Template Content object. This works fine but I can't seem to be able ...
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58 views

how to disable products with same product family with the help of product rule in salesforce cpq

i have 5 products (p1, p2, p3, p4, p5) with same product family (p f 1) for all 5 products. and a bundle that has all 5 products. so if i select any one product with product family (p f 1) then all ...
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1 answer
108 views

How can I use HTML from an email template in a Quote Template?

We have a custom email template built using HTML. I am trying to create a VisualForce component, using the same exact HTML, that I can then use into a CPQ quote template. I removed any messaging tags ...
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1 answer
196 views

Selection rules are not firing immediately in Quote Line Editor in Salesforce CPQ

I am doing following trailhead. I created 2 product rules to disable and enable Electrical installation based on selection of US POWER OUTLET. It says in the trailhead that I should see that ...
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