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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1answer
17 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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1answer
60 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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0answers
8 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
29 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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16 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
20 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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1answer
31 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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1answer
17 views

Tried validating changeset and got one error

While validating changeset got this error. Please help me out
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1answer
15 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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11 views

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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14 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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17 views

Create Product Data Translations

how can I translate data of my products using CPQ Translation.
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1answer
30 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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23 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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14 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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1answer
31 views

What is “Optional For” under product related list in salesforce cpq?

Below is the image of "Optional for" related list , and what is the diff between options and optional for
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37 views

How to summarize line columns values in quote template?

I want sum all the quantity's from QTY line column, How to summarize the line columns?
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2answers
58 views

how to deploy quote templates in salesforce, I think we can't deploy using changesets? Is there any alternate ways to deploy? [closed]

https://trailblazer.salesforce.com/ideaView?id=08730000000irFdAAI Could you please share your thoughts on this, with out manual creation any other possibilities to deploy quote templates Thanks
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48 views
+50

Update the Bundle Product Quantity on behalf of SUM of Product Options quantities

Can you please help me with this scenario? I need to update the Bundle Product field, on behalf of the product options fields. My bundle structure is Bundle Product A: (Quantity) Product Option B: ...
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1answer
38 views

How to call a lightning web component from within CPQ quote line editor

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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0answers
76 views

Salesforce CPQ: Using CPQ API to Reconfigure an existing Bundle in an Amendment?

I'm using the CPQ API to build an integration with our self-service subscription portal. The intent is to allow customers to add and remove products from their existing contract via amendments, as ...
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1answer
24 views

Getting JSON_PARSER_EXCEPTION “Unexpected parameter encountered during deserialization: saver ”

I am trying to use the Quote Generation API for Salesforce, I referred the below link for reference https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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11 views

'Cannot dissolve provided composite number' Error while deleting Quote from script

I am trying to delete the quote from the quote list page, which returns the error 'Cannot dissolve provided composite number'. But while running the script from workbench, it is deleted. I am calling ...
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1answer
45 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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27 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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14 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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28 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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1answer
30 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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1answer
34 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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59 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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43 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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26 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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1answer
64 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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24 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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1answer
182 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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23 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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22 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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0answers
8 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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18 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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0answers
38 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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53 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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1answer
24 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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14 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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1answer
102 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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0answers
72 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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22 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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17 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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156 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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25 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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73 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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