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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How to create one contract when multiple quote line group with different subscription term

Right now when creating quote with multiple quote line group with same subscription term, it creates one contract but when creating contract for multiple quote line group with different subscription ...
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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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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 ...
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Salesforce Billing Invoice (Tax Error Message - Rate can not be determined for given data.)

When I am trying to generate an invoice for the order, getting an error related to tax. Tax error message: Rate can not be determined for given data" I have the Tax treatment, Tax Rule and ...
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Salesforce CPQ Clone with Related not syncing Products

I have been stuck on this for a while. In my salesforce cpq, I can perfectly clone a quote using "clone with related" and sync it to a newly created opportunity and the quote comes over ...
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Error: Opportunity must have a primary quote in order to create an order.: [] - SBQQ CPQ Test class

I am very new to CPQ, and I am given a test class to write directly. When I try creating order in my test class, I am getting this error: FIELD_CUSTOM_VALIDATION_EXCEPTION, Opportunity must have a ...
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CPQ Javascript Calculator - Console.Log

I am working with the CPQ JavaScript Calculator. How do you see the debug logs? I mean it is running through as a Custom Script Record when running the CPQ UI. I looked through the pages with the ...
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Clone Quotelines

Is it possible to use the clone line functionality in QLE by another custom button placed on the top of the QLE (along with the Add Products button, etc.)? When the button is clicked, a bundle with ...
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Send With DocSign Button On Generate Document Of CPQ Quote Object

I am trying to send quote document to sales rep using Send With DocuSign button available on Generate Document For that i am using (Legacy)DocSign eSignature for CPQ and created Envelope Configuration....
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CPQ Quantity Based Pricing on one Quote Line

We have one SKU that has different pricing based on quantities. For example for quantities 1-5, it will be $100, 6-10 $90, etc. With price blocks, when I add these tiers in and add this SKU at a ...
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117 views

What parameters are passed to CPQ Custom Visualforce Template Content?

There is no official documentation on what parameters get passed to a Custom Template Content section. What parameters are available to me?
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The default value isn't getting selected in the picklist

I have a picklist field named Reporting type in the Quote Line Item object, for which I have set the default value as "Performance Reporting" at the field level. And also, there are no ...
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is cloning quotes possible?

Is it possible to clone quotes? From my research, the information online seems to be conflicting: It appears that this is not natively available with Salesforce, as this functionality has been ...
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1 answer
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Salesforce CPQ Approvals API: NullPointerException with no null arguments?

I'm a non-technical resource unfamiliar with Salesforce doing some urgent SF CPQ work. I've been trying to call this: https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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Is it possible to call an apex method in javascript quote calculator plugin?

Is there a way to invoke apex method in custom script( JavaScript Quote Calculator Plugin)?''I read the documentation but apex seems to only be called in the old calculator rather than the Javascript ...
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1 answer
139 views

Downloading CPQ Quote documents using the REST API

I'm trying to write a small automation bridging Salesforce CPQ and a third-party vendor. The workflow I would like to address is to (i) generate a CPQ Quote document and (ii) save the generated PDF ...
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Translate CPQ Quote Document with custom (VF) template content

I'm trying to understand how one can get static text on a custom template content translated to the chosen language while generating a Quote Document. I tried using custom labels with translations but ...
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Mix between block pricing and list pricing for CPQ

We want to setup in CPQ a mixed pricing between block and list, so that if a user buys from 1 to 5 licenses of our product the price will be 150, if they buy more than 5, the price per product is 25, ...
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When adding 2 of same nested bundle, identify each nested bundles/corresponding CPQ quotelines separately by increment the count

Working on a use case where we are trying to check if an identical bundle is added more than once on a Salesforce CPQ quote. For instance, Bundle A with multiple Product Options is added by sales ...
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Save and email or save button on generate document page on click getting below error

We have using cpq functionality for the partner user but on generated document page on click save and email button we are facing below error. https://i.stack.imgur.com/8tSd6.png
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Document Language Picklist

Can I change the list of document languages when Generating documents? Currently the list is made up of all SFDC supported languages, but I only want to display what we use.
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Pass QuoteLineModel[] from Custom Script to Apex - Salesforce CPQ

I am trying to pass the entire QuoteLineModel[] from custom script QCP to Apex method but recieving below error. This is what I tried- Custom Script: //PATH TO APEX REST API const PATH = "/...
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CPQ Bundle - require reconfigure instead of adding another?

When using segmented products (MDQ) the segmented (our actual skus) and the standard (the bundles) are on different tabs (confirmed an issue w/ CPQ product team)... so our users often add new products ...
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Remove line using CPQ Quote Calc Plugin (QCP)

Is it possible to remove lines from the quote using QCP? All of the QCP function take quote lines as in input e.g. export function onInit(quoteLines) I have attempted to remove lines using splice ...
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Clarification on subscription behavior in CPQ when multiple revisions occur to a subscription, does it chain or do both point to the original sub?

If I have a contract in SF CPQ with subscription x1 at quantity 100, I amend it to be quantity 200. This creates subscription x2 which has a revised subscription pointer to x1. I then amend it again ...
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2 answers
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Validation Rule - deny edit on Opportunity based on Stage + another field

Attempting to create a rule that doesn't allow users to change an Opportunity in CPQ to "Closed Won" (final stage) without inputting text into the Use_Case field. This is what I have so far: ...
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CPQ Custom Action Condition on QLE Line

CPQ quoteline conditional custom action Similar situation as above post but it seems it remains unanswered for a couple of years. Has any one managed to figure this out? Thanks in advance.
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SF CPQ - How to create custom action on Edit Lines for a pop up to edit page of Quote Line Group?

I'm trying to implement a custom action to edit Quote Line Groups on the Quote Line editor itself. This is because there's already many fields on the Quote Line Group fieldset and I would rather show ...
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Show Bundle Product Flag on Product Selection Page - CPQ

This question is related to SF CPQ. I've been trying to figure out if there is any OOB field on Product2 that indicates if it is a Bundled Product . My aim is to show Products along with a flag on the ...
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CPQ Javascript Quote Calculator Custom Script Capturing Events

So I am using the custom script on salesforce CPQ and on the QLE(Quote Line Editor) I am trying to implement some feature to make the life of the sales easier, for example, one picklist field which by ...
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