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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7 views

How to customize Generate Document button in Quote object?

The Preview and Save & Email buttons should also work automatically after clicking the Generate Document button on the quote object. How can i customize those three standard buttons as one custom ...
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17 views

Integrating Custom Salesforce Configuration with Zuora Quotes?

We are interested in using Zuora to help pipe our data from Salesforce into our external billing/invoicing system. However, we do not want to integrate Zuora CPQ and we do not have Salesforce CPQ set ...
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12 views

CPQ Filter functionality

Is there a way in order to remove/hide the filter button on Product configuration page is Quote line Editor? Tried looking it up on the custom actions but its not there. Removing the fields on the ...
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13 views

Salesforce CPQ Code Issue in calculating New new revenue

Error: Apex trigger SBQQ.ContractAfter caused an unexpected exception, contact your administrator: SBQQ.ContractAfter: execution of AfterUpdate caused by: System.DmlException: Insert failed. First ...
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17 views

[Salesforce CPQ]Lookup to ContractId on Activated Order

I'm trying to update the ContractId field on an Activated Order via process builder on Contract. However, it's throwing me an error  You can't edit Contract Number on activated orders.: Contract ID. ...
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25 views

Salesforce CPQ - Force users to enter a quantity

I would like to force users to enter a quantity for every line item in the quote line editor. When saving the quote, Salesforce CPQ will automatically set the quantity to 1 if any value smaller then 1 ...
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16 views

Salesforce CPQ - Multi-Dimensional Quoting(MDQ)

I'm looking for help with Salesforce CPQ MDQ. The issue I'm facing is - I have an MDQ enabled Product i.e I have created a Price Dimension of Type = Custom(segment). I created a Quote(it has only one ...
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35 views

CPQ QLE Quick Add Product Function?

I'm attempting to create a "Quick Add" function for the CPQ Quote Line Editor (QLE). The idea is that the user knows the part number they want to add and doesn't want to go through the &...
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14 views

How to set weekly Billing Frequency in Salesforce CPQ?

Does anyone help me with a query regarding Billing Frequency in Salesforce CPQ? As a billing frequency, we can see some options on the product level field like Monthly, Quarterly, Semiannual, Annual, &...
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35 views

Count of files on custom object via trigger when ContentDocument is DELETED

I was just successfully able to implement a trigger that counts the number of files attached to my custom record (SBQQ__QuoteDocument__c) on insert with your help(thanks David Reed!) now I am hung up ...
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18 views

Edit quote redirecting to create new quote in CPQ instead of existing quote

I am doing CRM integration for salesforce and CPQ, While editing quotes from the opportunity page, existing quote is not being redirected in CPQ This is my visual force page 'CPQQuoteEdit' <iframe ...
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46 views

Count of Files attached to Custom Object Record

I am trying to do (what I think is) a simple trigger that counts the number of files attached to a custom object record(SBQQ__QuoteDocument__c) and puts that number in a field on that object. I am ...
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15 views

Salesforce CPQ: Quote Calculation issue using custom webservice

I have create the custom web service to create the quote and quote line items from postman call in Salesforce CPQ. I am able to create the quote and quote line items but my requirement is after quote ...
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13 views

Salesforce CPQ - Product Options required together

Does someone had a chance to implement a logic that would require two product options in a bundle to be sold together? I am looking for a best solution. There are 2 product options in each bundle (...
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7 views

CPQ - On a renew quote, prevent user from replacing Product A with Product B because its considered a downgrade

Want an error message as soon as user adds Product B to the cart. So need a product rule based on what else is in the cart. Suggestions? User may also delete the Product A line entirely. But I have a ...
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16 views

CPQ: Dynamically Update Configuration Attribute from another Configuration Attribute

I want to dynamically update one configuration attribute (CA) using a formula derived from the current value of another CA. Ex: CA1 holds the length of a square side and CA2 holds the calculated ...
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27 views

How to override standard Advanced approval package's approve button?

We are hitting the limit of Apex CPU time when we are approving the advanced approval records. So now ,we are thinking of shifting the logic to async but couldn't find anything related to it. As ...
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30 views

CPQ: How can I get dynamic pricing, via a custom column, to appear on “OptionConfiguration” Field Set on “Product Option” object in CPQ?

I would like for the users of CPQ to be able to see the pricing change dynamically while they are building their quote in the "Configure Products" page. For example, if they change the ...
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18 views

Validation rule error CPQ

I am trying to lock quotes in CPQ. I insert TEXT(Quote.Status) = "Certain Value". I get the response of Error: Syntax error. Extra '.' Any recommendations to lock a quote in CPQ ?
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13 views

How to Restrict Add Relationship button access to specific profiles

On the Account Contact Relationship - Only specific profiles should have access to Add Relationship remaining profiles should only view what is the role of the contact with the Account. Is there any ...
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71 views

Customize CPQ Clone Line Function

I have a request to customize the CPQ Clone Line function within the Quote Line Editor. The default behavior of the clone function is that all fields on a quote line are copied during a clone line ...
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35 views

Salesforce CPQ Price Rules applying across Quote Line Groups

We have created some complex discount combinations using price rules which sets the additional discount based on the presence of other products. We opted for this instead of discount schedules as we ...
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17 views

Pre populate a lookup field with CPQ Quote

Usually in Salesforce when we click on "new" button from parent object to create a child object, the lookup field is pre populated with the ID of parent object. But in the case of Quote object when I ...
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13 views

Amend Contract Error Loading Visualforce Page in Salesforce Community Cloud

Anyone have been able to enable the ability to "Amend Contract" through Salesforce Community Cloud/Lightning Communities? I am getting "Error Loading Visualforce Page" when amending the contract. Any ...
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64 views

Install for “All Users” vs “Admin Only” (Salesforce CPQ)

I've been going back and forth most of the day today with both Salesforce's CPQ Team AND our implementation partner with regard to whether or not we should install Salesforce CPQ for All Users, or ...
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24 views

Creating Assets and Subscriptions without Opportunities

TLDR: Does Salesforce only work if we use opportunities? Can an ecommerce platform push orders to Salesforce to create assets and subscriptions without going through opportunities and quotes? We've ...
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41 views

EOL subscription/ product in Salesforce CPQ

Is there any way in Salesforce CPQ to handle End of Life products, the use case is following we have some products on which we define End of life date and we don't want to renew the subs related to ...
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10 views

VisualForce Page on Cloudsense Basket Page

I am using Cloudsense CPQ for some training purposes. What i have to to is to create a vf page when a button is clicked to create a custom object's record (cscrm__Address__c). So i developed a ...
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18 views

Salesforce CPQ without Sales Cloud

Wanted to check on whether a user with Salesforce CPQ license requires Sales Cloud license? Can he work with quotation process without been given the Sales cloud license? This is in reference to a ...
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32 views

CPQ Product Rule Not to functioning with “Disable and remove”

We are adding a legacy product to our org so we can track renewals, and were advised to create a Product Rule to ensure this product is only available to our grandfathered-in customers. The goal is ...
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22 views

CPQ Quote Document: formatting difference between preview and generated / saved PDF

Generating a CPQ Quote Document I get differently rendered PDFs, depending on whether I look at them via Preview Document or Generate Document and then save. The main issue is, generated & saved ...
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42 views

Line 1: Unexpected identifier, while adding products to quote

When I tired to add products in Quote Edit Lines page, it's giving alert message like Line 1: Unexpected identifier There are no product rules, alert rules, custom plugins and custom triggers(on CPQ ...
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29 views

Salesforce CPQ Document Output Format

I found that article https://help.salesforce.com/articleView?id=cpq_allow_user_output_format.htm&type=5 I don't think this guide is updated. I can't find any way how to enable changing output ...
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23 views

Can't insert CPQ object in my Apex Test Class with Permission Set

I have an Apex Test where I have problems with my Permissions. But even with the right Permission Sets I can't insert Quotes. Here's my code : Profile p = [SELECT Id FROM Profile WHERE Name='...
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13 views

Using a case formula in process builder for updating discount rates when net price falls under a defined range

Working on a price slab with various disc. rates, for example if the field List Amount is <= 24199 the field additional disc is updated to 2.5 , then system calculates Customer Amount (Net Amount) ...
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16 views

CPQ - Quote Line editor Page - Ui Theme Not displaying correctly

I have created formula field which returns true if logged in user theme is of LEX. e.g If($User.UIThemeDisplayed == "Theme4d",true,false) I dragged this field on Quote Layout using field set , just ...
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57 views

Salesforce CPQ: Primary Quote Sharing Settings issue

There can be multiple Quotes on one Opportunity, but only one of them could be marked as a Primary. It means that if we would create a new Quote with primary checked, it is being unchecked on previous ...
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30 views

Can I CRUD Managed Package Objects via Lightning or VisualForce with a non-licensed user (Customer Community User)?

First and foremost, we are not trying to be unethical. I am in the middle of vetting Salesforce CPQ+ and Salesforce Billing as potential replacements for our existing quoting and billing systems. ...
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105 views

Questions about DocuSign with Salesforce CPQ [closed]

The relevant apps (DocuSign for Salesforce CPQ and Salesforce CPQ) are already installed in our dev sandbox. The connection between DocuSign and Salesforce including the setup of template was already ...
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156 views

Passing recordId to multiple child LWC from parent and displaying fields from them on parent LWC

I am relatively new to LWC and think I could probably handle this ask using Aura, but I really want to get into the new LWC direction so here I am. This ask is for Salesforce CPQ and Docusign. What I ...
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41 views

Salesforce CPQ: Float:left is not working in template content

I just want to align two tables nearby in the output document. This is what I have in the template content source code, <table style="width:40%;float:left;"> <tbody> <tr&...
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68 views

which executes first when we compare Price Rules and Product rules(order of execution in CPQ)

What is the order of execution in cpq. when we have price rules and product rules ,which one executes first when we create quote lines
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48 views

Getting error "Canvas can not locate an installed canvas app with the namespace [] and API name [CPQTest] when clicking on create New Quote

We are working on Salesforce to Oracle CPQ integration, when we click on New Quote under Oracle Quotes in Opportunities, we are getting the following error "Oops, there was an error rendering Canvas ...
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47 views

How to throw an error using trigger, if an opportunity already having a quote and agreement, and agreement status = in Effect?

when I create a quote (using a button on opportunity object), I want to throw an error when Status Category = 'in effect' and there already exists a primary quote i.e Primary Quote Is Checked. ...
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39 views

Salesforce CPQ: Hide quote template total if a specific condition is met

I would like to show or hide the quote total based on a specific condition, the same way we can do using the "Conditional Print Field" option with the line columns object. I know it is possible to ...
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1answer
83 views

Wrapper Class Error on Account Hierarchy

I have created one VF page which is on Account object to show the Account Hierarchy at the parent level. Basically this VF page will show Contracts of all child Accounts on parent account. I have ...
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58 views

CPQ Nested Bundle with Same Option in multiple nested option

I have a nested bundle where two of the nested options could have the same option, meaning, an option has multiple occurrence within the same product bundle. In this particular example, our use case ...
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12 views

Subscription term in QLE in Salesforce CPQ

I have 3 products namely SW1, SW2 and SV1. The subscription term of SV1 depends on Subscription term of SW1 and SW2. If SW1 is present on quote then the term of Sv1 will be same as term of SW1 or if ...
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1answer
38 views

CPQ is creating amendment quotes as another user

We have a custom trigger on the SBQQ Quote object that deletes the auto-generated opportunity and associates an existing opportunity to the newly created quote. This was working in the sandbox but not ...
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1answer
32 views

Data binding between 2 custom objects

According to the below article, easy way to bind all child records when we use a standard controller is {!Account.Contacts} - {!Parent.RelationshipName of Child} <apex:repeat value="**{!Account....

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