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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Conga: Merging multiple quotes into 1 order form
Use case: I want to amend multiple active contracts on one Account while keeping their distinct dates (not co-terming). The problem is I have to manually merge the documents so the customer can see ...
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Quote Line Group Field in Order Object always coming as null before or after insert Triggers
I want to display the values of the Subscription Vendor Name and Delivery Mode fields in the Order object.
The logic is as follows: When the order is created, it should check the Quote Line Group (...
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"Clone with related" button does not work on Product page
We are facing an issue when trying to clone a Product with ist related lists.
It is a CPQ button : (Button or Link URL /apex/SBQQ__CloneProductChildren?id={!Product2.Id})
It is strange because ...
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CPQ Custom Script Running User Id
I am working in new functionalities to enforce the isFieldEditableForObject / isFieldVisibleForObject .
Is there a way on the JS CPQ custom script code to get the current running user id?
I ...
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Permission Set Assignment for non-admin users in Test Class for CPQ objects
I have read a lot about my issue but can't seem to overcome it. I need to write what I thought was a simple test class for Salesforce CPQ quotes. I need to be able to run the test as users of two ...
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BillingCity field in not available for selection in Quote Object
I'm configuring the default Search layout in Quote layout to have BillingCity field but am not able to find this field in Available fields section to move it to selected fields. I've attached the ...
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Hide an individual Product (not a bundle component) in CPQ Quote Line Editor
I'm trying to hide products from the selection list in the CPQ QLE when certain conditions are met. These are not components of bundles, just products.
I have a Product Rule that triggers a Validation ...
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Converting Discount (Amt) to Discount % in Amendment Quote
I have a doubt can anyone please solve it?
In salesforce cpq, QLE, In Amendment Quote, If the product is already having Discount(Amt) in the main Quoteline, In Amendment it should be converted as ...
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Is there a way to trigger a Product Rule evaluation when a Quote Line record is deleted?
tl;dr - Can apex triggers or another automatic process be set up to fire CPQ Product Rules when a Quote Line record is deleted?
Background
Our org has Product Rules set up that add certain products to ...
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CPQ: Can a Product be set up to be sold exclusively as part of a bundle?
Using CPQ, Is it possible to set up a Product so that it can be sold as part of a bundle while preventing it from being sold as a stand-alone item?
For example, I have product A which has Product B ...
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Loading PricebookEntry records via Bulk v2 API using Postman
Trying to get a bulk api 2 job working to upsert records for the PricebookEntry object in Salesforce CPQ. The following is the contents of csv file.
ITEM_id__c,Pricebook2.ITEM_id__c,IsActive,UnitPrice,...
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Close a CPQ custom action popup that has an embeded LWC
I have a CPQ custom action on the Quote Line Editor, this opens a VF page which embeds an LWC.
My setup is the same as this: https://www.sfdcpoint.com/salesforce/use-lightning-web-components-in-...
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Salesforce CPQ custom calculation based on custom fields
Does anyone know how to use custom fields of a custom object in a price rule? For example, I have the Living Area number field. If someone now clicks on “Calculate”, the number of products should ...
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Salesforce CPQ - Hiding Additional Discount field in QLE
Whenever we have a products of product family software and another Product family of hardware , the additional discount field should be hidden for the hardware when we add software products ? How can ...
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Update Approval Status field as null for new cloned quote
I created a flow that updates the Approval Status as blank and Status as 'Draft' for newly created Cloned Quotes. I put the starting condition of the flow as below :-
This seems to work fine for some ...
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Based on these configuration attribute values need to select the product with same values
I have implemented three fields within the product interface, specifically for indicating the device type, engine type, and model year selection. Additionally, I have established a configuration ...
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Set the Search Filter to currency range
I have a requirement to create a Search filter with which the user can set a price range (currency field) to filter products in the Quote line editor.
I have already created the filter with the ...
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Error : unable to obtain exclusive access to this record while posting the Invoices
I have build the custom logic to post all the invoices by clicking on Lightning Button. It retrieve the Invoice Run Id and get all the invoices that are in Draft stage. I am sending in batch size of 5 ...
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Conditional Terms & Conditions based on Unique Combination of SKUs
I would like to add a "Statement of Works" to an order form generated from the quotes object in Salesforce based on a unique combination of products/SKUs selected. This is not a product ...
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Salesforce CPQ Calculator Plugin - Get User Permissions
In the CPQ Quote Calculator Plugin, I'd like to conditionally enable editing for a specific field based on the running user's permissions (whether or not they have been assigned a specific Perm Set).
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Orders stopped contracting
Our CPQ for Service Cloud is no longer creating contracts after orders are activated/contracted. Just started happening this week. We have a support ticket open, but wondering if anyone else has ...
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Adding Filter Logic On Custom Action - Salesforce CPQ
We have a use case where in we have to filter out products based on advance condition
In Custom Action , we can add search filters with index 1,2,3.... etc.
Unlike in Approval Rules (Advanced Approval ...
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Additional Discount Field Is Non-Editable When Products are segmented
On Quote Line Editor, we have a custom field named "Additional Discount".(Data Type Percentage).
We have added product and created two segments and we land up into an issue, where for ...
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Custom Field is Not Editable When Multiple Values are selected
We are facing one weird issue on Quote Line Editor, we have multiselect picklist with picklist values as (Sales & marketing,HR,Finance and Custom) where, if we select Custom (Picklist Value) then ...
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Salesforce CPQ - Quote Lines, Quote Line Groups, and MDQ - Visualforce Approval Email Template
Our team is looking to launch MDQ for our products in CPQ, however while this is handled seamlessly on the Quote Template end, I am struggling to make an Approval Email Template that will adequately ...
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Salesforce CPQ: Update the Integration User that creates Quotes, Amendments, and Renewals
We had a person leave the company and need to turndown the user. This person had established the CPQ setup. I am looking to update the user to a dedicated integration user so that quotes, amendments, ...
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Salesforce Vlocity, how can I calculate child product quantity based on parent product quantity?
This
I want to calculate the child product quantity based on the parent quantity and it should look something like this:
Test case:
Let's take parent quantity is 1. Upon adding child product, default
...
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Currency Formatting Issue in Conga Template Conditional Statements
I am encountering a problem with currency formatting in a Conga Word template while using conditional statements. The specific code snippet in question is as follows:
{
if "«...
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Error: cpqCartSummaryContainer RangeError: Maximum call stack size exceeded
as we're on an older version of Vlocity we had to do a manual upgrade from Spring 23 to Winter 24. I made all the deployment steps based on Salesforce Help but am now running into an error for which I ...
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CPQ Quote templates selection problems
I'm working on a CPQ implementation that I didn't originally set up, and I need to make some minor changes to the templates. Before making any modifications, I want to be able to clone and test new ...
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Conflict Between Triggers on blng__Invoice__c: Billing Package vs. Custom Development
We have the Salesforce CPQ Billing package installed in our organization without any problems.
Since the new Winter '24 release, we have sometimes encountered deployment errors in our org due to the ...
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CPQ Quote not synchronized with Opportunity when Primary checkbox is updated
I have a custom QLE done by LWC, at the beginning of the year we used to uncheck the SBQQ__Primary__c checkbox if it was Primary, wait, and then check it again (with a flow) to trigger the ...
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CPQ - SBQQ.QuoteAfter: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object
I have a screen flow that is creating an opportunity and a quote. This flow works as expected in a lower environment. In the full sandbox, the flow fails with the below error:
This error occurred when ...
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Salesforce CPQ inside Customer Community / Ecommerce site
My client is currentlty using a third party ecommerce site for pricing/simulation, and using Salesforce CPQ separately.
He would like to replace the current custom pricer/simulator by CPQ, by adding ...
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Referencing Setup Custom Settings Fields in Salesforce CPQ Quote Terms
I'm trying to reference a custom setting in Salesforce CPQ's quote term object, although instead of displaying what's in the field, it's just showing the formula. This is the formula {!$Setup....
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The Cloned Quote record is taking the currency of user instead of taking the currency of parent Quote?
We are using a standard Clone feature for a Conga Quote object in Conga CPQ. When cloning instead of the Quote's currency the currency of the user is filled. We don't want that behavior we want it to ...
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Throw Validation On Quote - Deal duration(Between Start date and Endate) can't be less than 1 year (or 12 months)
I want to throw Validation on Quote whenever user enters start date and end date, they should get an error if the deal duration is less than 1 year
E.g. :- Start Date is 14/9/2022 and End date is 13/9/...
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Execute a batch with custom delay between each batch processing
I have a batch class which update the primary field on the quote object using batch size of 1. I need to do this in such a way that each batch is processed 30 seconds after the previous one(there ...
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Salesforce CPQ - Best way to determine if a quote has been saved within the QLE
I need to be able to initiate a record-triggered flow on the Quote object whenever a quote has been saved within the QLE.
I need to be able to accurately determine if a quote line have been added, ...
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How to display attribute name instead of the field label on configuration attribute?
I have a Colour picklist field on Product Option object and it is used as an attribute across various products. But depending upon the product the attribute name can be Fabric Colour, Door Colour, ...
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Bundle showing 'No visible options in feature' in Configure product screen - salesforce CPQ
I have mapped features to all the options in the bundle, Could anyone assist where i missed?
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jsforce CPQ quote & quoteline force recalculation
I'm trying to load Salesforce with some test data for Salesforce CPQ, but can't get the quotes (SBQQ__Quote__c) nor the quote line items (SBQQ__QuoteLine__c) to "recalculate".
My process is ...
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What's the difference between CPQ and CPQ plus
My company has CPQ+ but I don't think we are using any of its functionalities.
Tried to do some research on what are the differences between the 2 versions and all I could find was that CPQ+ has ...
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Run trigger for an object when related objects update
Given this example trigger on the SBQQ__Quote__c object, I can log data whenever the quote is created/updated/deleted/undeleted.
trigger QuoteTrigger on SBQQ__Quote__c (after insert, after update, ...
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Question about cloning behavior on quotes
I have a class where we define some behavior under an IsClone() condition. Specifically a few fields are nulled/blanked. I was asked to change it so that a specific field persists across clones (lets ...
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Trigger issue on CPQ Group not returning name of product
deep diving into the SF developer world. I am trying to create a CPQ Group for CPQ Quote Lines
This is what I have written so far
trigger QuoteLineTrigger on SBQQ__QuoteLine__c (before insert) {
...
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How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?
We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
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Duration calculation between two date fields
I have two date fields start date &End date. I want to calculate the duration between these two fields in the no.of months with a formula for a Price action salesforce CPQ.
Can anyone help me in ...
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Validation rule - Salesforce CPQ Contracted checkbox
I want to write a validation rule on the Opportunity record -
Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status ...
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How to edit Salesforce CPQ quote line editor fields
I am trying to update the unit price on the salesforce CPQ quote line editor to say fixed price but for some reasons I cannot access it. Every topic and video I've seen points to field sets but it's ...
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