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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16 views

CPQ: How to verify if manually triggered recalculation is success?

We have a scenario that sometimes in CPQ, the ghost quotes which gets created does not automatically gets deleted because the internal CPQ calculation fails. https://help.salesforce.com/articleView?id=...
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32 views

When i try to write & run test class in Salesforce CPQ, i see the below error. Kindly suggest

When i try to write & run test class in Salesforce CPQ, i see the below error message. How can i fix this? System.DmlException: Insert failed. First exception on row 0; first error: ...
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CPQ quoteline custom action

Can I Implement a custom action in Quote or Group level, to calculate the Group discount on top of the Quote Line discount.
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CPQ Quote formatting

I have a quote where on generating the PDF it works but I need to modify the table which is being displayed this is because of SBQQ_GenerateDocument code which is product specific unable to do it. How ...
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15 views

Cannot Deactivate CPQ Contract Generation

We were Using CPQ in our org. But Now we have shifted to Deal Hub. For Old data to sustatain, we have our CPQ package installed and working. The only problem that is coming is when Opportunity is ...
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16 views

Salesforce CPQ Cancel and Replace Package Issue

Has anyone tried using the Cancel and Replace Contracts package developed by Salesforce Labs. We are having issues with the replacement quote is getting created with no line items. any help will much ...
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How to add new Quote line via CPQ Custom Script

I'm writing a custom script for CPQ Calculator. I'm using the onAfterCalculate method to insert new quote lines using JSForce. export function onAfterCalculate(quote, lines, conn) { let ...
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SALES Rep cannot update contracted price record

Does anybody know how sales reps can update contracted pricing records? I came across some article saying sales rep will only have read access to Contracted Price and you cannot update sharing ...
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34 views

All opportunity products will be added as quote line items

For an Opportunity (Synced Quote already exists for this Opportunity & Opportunity Products are existing) whenever you try to create another Quote extra QuoteLineitems are created for the Quote. I ...
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CPQ 'Add Product' to call custom (vf) search page

Looking for guidance on how to implement a solution to call a custom search page when user clicks CPQ Add Products button. When the button is clicked redirecting users to a custom vf page with pre ...
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Adding Credit Product to Quote - CPQ

I am working on a below requirement in salesforce cpq: There are bundled products which have been added to the quote configuration. Now when a credit product is added to the quote configuration then ...
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12 views

How to close a modal visualforce page (with child aura that itself wraps a lightning web component)

I have a visualforce page that I am using as a Custom Action on the CPQ Quote Line Editor page. I actually only need a lightning web component (lightning-record-form) but due to technological ...
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CPQ - How to conditionally renderig fields on quote edit lines

I want to render the Contracted price term field on quote edit line drawer based on Product Family
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CPQ Column Resizing - Enable just for one profile?

Is there a way to enable column resizing in CPQ without enabling it for the entire organization? I want to enable it for one profile, but not for all CPQ users. The documentation on this feature is ...
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Automatic Contracted Price generation with discount(%) instead of Price

When a contracted price is configured manually, we can set a discount (%) instead of price. How can we achieve the same when the Contracted price is generated automatically using the "Generate ...
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95 views

CPQ showing error 'Cannot read property replace of null'

I'm getting an issue while working on CPQ. I'm using a custom script for running CPQ, but custom script is not working even after making a lot of changes. It shows the below error. Even if the custom ...
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19 views

Can we insert/update/read data of CPQ package (namespace SBQQ) objects via SOAP API?

We are receiving an error SBQQ__Quote__c is not supported via SOQL query. User has full permission and we are using Partners WSDL. Do we need to use CPQ API instead of partner API to update/insert ...
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23 views

Salesforce CPQ Quote Line Editor, Field to enter Additiona Discount % or USD

In header by default we have Additional Discount(%), i wish to add additional functionality for this, so i can enter Discount % or USD. See screenshot, kindly suggest how i can achieve it? see ...
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52 views

Salesforce CPQ, how to move Quote Lines from one Group to another

In Salesforce CPQ Quote we had 2 groups, and have few products in each group. I click on the tab in left margin, to see all groups and then go to each group. Can someone suggest how can i move a ...
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27 views

Control font on Total row of CPQ quote document

When previewing the line items section of a CPQ quote document, how can I control the font of the totals line (at the bottom of the table)? I am able to control the line item rows using the Line ...
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26 views

Exception: SObject row was retrieved via SOQL without querying the requested field: User.Sales_Office__c in CPQ Quote document preview

How do I get CPQ, as a managed package, to include certain custom fields in the data query that it performs as part of generating a quote document from an SBQQ_Quote object using a template? My quote ...
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38 views

Salesforce CPQ Quote Calculator Plugin - Callouts work on Record Save also?

I would like to know if the callouts made from Quote Calculator Plugin(Advanced JavaScript plugin) works when the Quote Calculating fields are updated from Quote Detail Record Page also? When I click ...
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22 views

Add word wrap to table cell in VF page for CPQ template content

I am using VF page for template content in CPQ. When i preview the quote document, the table cell contents are overlapping.Could someone tell me how to solve this word wrap issue i am facing
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26 views

Creating a Contract from an Order

When we check the checkbox "Contracted" on the Order record by default, Salesforce CPQ creates a contract in the background. Selecting the Contracted Checkbox on an Order will generate the ...
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31 views

Test class for approval process with formula fields

I am trying to write a test class for an email controller but keep getting tripped up on the Approval Process part. The long & short of it is that my approval processes for SBQQ__Quote__c in my ...
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68 views

Hide product 'C' AND 'D' when product A is present

I need to create a rule in salesforce CPQ, that hides product 'C' and 'D' when product A is selected. I have created a selection rule. I am not sure if I shd use a configuration attribute or summary ...
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69 views

Approvals getting deleted when one Approval is approved

When I try to create a set of approvals by submitting for approval, they show up in the related list of the object I'm using for advanced approvals. But when I approve an approval request assigned to ...
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How do you update the cpq quote's object status field to match the opportunity's status field?

How do you update the quote's status field to math the opportunity's status field. Should I create it through process builder?
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103 views

Creating a table name for line item CPQ Quote template

I want to give my line item tables a name on the Quote template in Salesforce CPQ. For example let's say I have 2 tables, Products and members, I did create template sections and content, however I'm ...
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Row borders not visible in Quote document CPQ

Below is the html code generated in the template content, I made a few changes for the borders but it didn't work. Can anybody please help me with this issue?   ...
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48 views

Salesforce CPQ remove Search Products

Is it possible to Remove the Search Products from the CPQ screen so that the users must use guided selling?
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24 views

In lightning console whenever I click any button in the Quote (CPQ) page it open in a new tab (Sub Tab ?). I don't want this

In lightning console whenever I click any button on the Quote (CPQ) object record page it open in a new tab (Sub Tab ?). Like when it Edit Lines the Quote line editor open in a new tab(sub tab?). I ...
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22 views

Is there any predefined standard cpq field which stores contract amount, If not how we can store contract total value

Contract total value can we derive from Order total amount or opportunity Amount is this right approch decide contract amount. please share your suggestions on this, Thanks in advance
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49 views

Accessing Salesforce CPQ Setting Properties In Apex

In Salesforce CPQ settings configuration page, there are some settings which are used to created records during the quoting process. For example the "Subscription Term Unit" is used to ...
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1answer
43 views

Not able to see on contract detail page 'delete' button

Profile level on contract object having delete permission,and added in pagelayout but still not able see on contarct detail page. i am able to "Renew" and "Amend" buttons
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247 views

Disable “Enable New Order Save Behavior” on newly created Dev or Trial Org to be able to install Salesforce CPQ

I'm trying to install Salesforce CPQ in a new Trial or Dev org, but it fails with the following error: "Can't install the package. This package uses old Order Save Behavior and can't be part of ...
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1answer
50 views

QCP - Not getting called

I have created custom script in which i have added following code : export function onAfterCalculate(quoteModel, quoteLineModels){ console.log('quote is called'); return Promise.resolve(); }; name of ...
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1answer
43 views

I would like to be ableto change the date format on the PDF quote. Expected format 21 Oct 2020. Instead of 10/21/2020

When generating quote the expected dateformat is 10 OCT 2020, How it possible to print 10 OCT 2020, date format on quote pdf
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21 views

Populate data product bundle header based on selected products in CPQ

I am looking for a way to output data from quote line items to the output document. Part of my requirements for the output quote document is that only the bundle header can be visible in the line item ...
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1answer
31 views

Update a multipicklist value on Agreement object based on agreementLineItems field

I have two objects. Agreement and AgreementLineItems. It's a masterdetail relationship. One agreement can have multiple items. I have a billing_system__c formula field on agreementLineItem. It's value ...
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42 views

In price rules, lookup querys Tested filed not showing “CurrencyIsoCode” value

dev sandbox able to see, when trying create full copy it is not visible how to populate lookup filed value "CurrencyIsoCode in TestedField Appriciate your help
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21 views

Tried validating changeset and got one error

While validating changeset got this error. Please help me out
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1answer
26 views

Is there any predefined field on quotline which calculates product quatity for amendment quote

when amending the contract, If we increase quantity for allready subscrption products, When generating invoice its showing total quantity, not newly added(i.e increased) quantity
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Creating groups of products CPQ-dynamically

I'm looking to create groups of products based on product family or any other attribute dynamically once I add products to a Quote. Currently we can manually group products in Salesforce but how do I ...
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1answer
125 views

CPQ Price Rule best practice on formula fields dependency calculations

Can you please provide the best practice to write price Rule if we are using the formula field for calculations on Quote line Editors? The Problem I am facing: Sometimes my calculation button is ...
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28 views

Create Product Data Translations

how can I translate data of my products using CPQ Translation.
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37 views

Remove Edit Lines Button on a certain page layout only

Has anyone tried removing the edit lines button on a page layout? I was able to remove it on a certain PL but it is still being displayed? Not sure it can be deactivated but that would remove it on ...
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64 views

Launch a Lightning Component from a Custom Action

if anyone knows I want to add a new action on the quote line editor, as you may see in the screenshot I have already modified a button however I need it to call a lightning web component and I don't ...
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22 views

CPQ Quote Draft Button

I am looking to add a button or even a look up in the quote line editor. So let's say I want to go back and forth between quotes without going back to the quote object screen. I only want to do this ...

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