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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

Can we download the word form of quote template

How do I download a word form of a quote template in Salesforce CPQ? I've created a quote, added lines and generated the document. On the document I've changed the document output field to "Word". ...
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1answer
11 views

Can we override the standard Preview approval screen in Salesforce CPQ

Currently we have the Salesforce CPQ advanced approval process setup in our instance but the users aren't liking the screen that comes up when we click" Preview approval or Submit for approval" ...
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2answers
33 views

CPQ Javascript Quote Calculator Plugin Custom Script not updating

I set up a simple CPQ Javascript Quote Calculator Plugin Custom Script last week and it was working fine. Today, I wanted to update the script, but my changes don't seem to take effect. My (...
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12 views

How to apply theme for standard line item drawer field set in CPQ Quote object Records view?

I have applyed genaral themes for Quote object Records view. when am clicking EDIT LINES standard button it will be redicting to Quote records and Quote line field sets. Here my requirement is i want ...
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1answer
19 views

CPQ - In Quote line editor, when I manually enter a start date, it always updates itself to be a previous date, why is that happening

In quote line editor in CPQ, when I manually enter a start date (not through date picker), it always changes back to a previous date. For example, if I enter 11/01/2019, it changes to 10/01/2019 ...
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0answers
30 views

Is it possible to export/import cpq settings

We have a bunch of salesforce cpq settings to configure. Since we are using salesforce DX, every time we create a scratch org we need to do this configurations manually. It is kind of tedious. Is it ...
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1answer
33 views

CPQ - What does Calculate button do in QLE

In CPQ, Quote Line Editor, we are currently having an issue that when user add some bundle products, the price is correct. But when we change the start date in it and click calculate, the price ...
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24 views

isClone( ) doesn't work for cloning from UI

Once i am cloning the quote line on QuoteLineEditor page(please find the attached screenshot of cloned icon of quitelineeditor page) of CPQ Steelbrick, I am trying check in apex if the new line is ...
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12 views

Copy configuration attribute to quote line

I want to add a text field to the CPQ configuratior. Doing this with a configuration attribute. The text I write there I'd like copied into the quote line for the bundle. E.g. I'm adding a new ...
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23 views

Version control for Salesforce CPQ

Does anyone know what the most technically feasible approach is currently for managing Salesforce CPQ configuration in a version control system (e.g., Git)? We currently have most of our metadata ...
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24 views

Setting up Salesforce CPQ Electronic Signature Plugin

We are using Salesforce CPQ in our development. We are trying to include the 'Salesforce CPQ Electronic Signature Plugin' Checked the below document https://developer.salesforce.com/docs/atlas.en-us....
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1answer
33 views

Opportunity Line Items not generating

I have a Product that is set up as a CPQ Product. It has options/features etc. Just like any other product set up in my org. I create an opportunity, create a quote and set that quote as Primary. I ...
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15 views

Change bundle with existing quotes

Over time bundles change. What will happen if I delete options/features of a bundle that has existing quotes made with the old bundle setup? I guess the quote lines will not change, but will it still ...
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0answers
11 views

Change default quantities/minimum/etc based on parent/grandparent

I've got a product P1 with some options (A,B,C) with some default quantities, minimums, etc. The thing is that those defaults/restrictions will vary depending on the bundle in which P1 is. And P1 is ...
2
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1answer
86 views

Auto populate Subscription term in Quote line editor

I've tried to set a subscription length to 12 months on the product object, but it doesn't auto populate when you select the product on the quote line editor. is there a way to auto-populate ...
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59 views

CPQ bundle config - summary variables and price rule

I've got this example with nested bundle, where I'd like to set a quantity for a product on the top level bundle based on a quantity of a deeply nested bundle. See figure for details. I've tried ...
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1answer
59 views

Custom Block Pricing and Amendments

We have implemented the Block Tiers in CPQ but number of tiers in our products is greater than 50, as Pricing Method "Block Price" does not work when tiers are greater than 50 Here is the help article ...
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1answer
75 views

issue with Salesforce CPQ quote template document

I am trying to create a quote template with Custom quote template content. here is what i am trying to do : on a quote, i have a related list called as eligible users(multiple). with the standard ...
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27 views

CPQ pricing method: List Price vs Volume Price

I'm using a discount schedule, so for 1-10 products there is no discount (just the price from the price book) and for 10-100 there is a $1 discount. Whether I select List Price or Volume Price as the ...
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1answer
45 views

Salesforce cpq - when re-activating order, the contracts won't be generated again

In Salesforce cpq, when we click the contracted button in order, the related contract is automatically generated. This is a out of box feature provided by Salesforce cpq. We have created a ...
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1answer
66 views

Advanced Approval Email Attachment

I have Advanced Approvals enabled in our organization for our Salesforce CPQ. When an approval is requested from the Quote, an email gets sent to the approver through a VF template. I would like to ...
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1answer
76 views

Issue with Quote Line items

I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist ...
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1answer
100 views

Cost price for block priced products

Let's say we're selling product licences, and have defined block pricing, e.g: 1-10: $100 10-50: $400 50-100: $700 But what about product cost? There is not the same cost for each range. So the ...
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21 views

Error: BlockPricing is only available for Volume Pricing

I have use case that requires setting up products using block pricing, unfortnuately I can't set it up becasue of the following error Error: BlockPricing is only available for Volume Pricing The ...
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0answers
134 views

Issue with Salesforce CPQ Quote Line Editor

I have two issues with Quote Line Editor 1) Not able to see all the quote fields on filed set "Line Editor". I can only see two custom fields . - please see the attached screenshot 2) Even after ...
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1answer
44 views

Unable to generate Quote template after sandbox refresh

We just refreshed our sandbox and when I try to generate or Preview quote document, it is showing as blank. Are there any settings that need to be done after sandbox refresh for quote templates to ...
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31 views

Is there a way to debug into the cpq generate template process

In CPQ Quote templates, we need to write xsl-fo code into the VF template and very often, it throws ambiguous error when previewing the document. Is there a way to debug into it and understand what ...
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95 views

CPQ QuoteLine Editor page got attempt to de-reference null object error when we introduce recordType.name in the formula

In Salesforce CPQ, in quote, when we have a formula like below: IF(Contains(SBQQ__Opportunity2__r.RecordType.Name, "Agent"), "Agent", "") The QuoteLine Editor will throw attempt to de-reference a ...
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52 views

Lightning Component - Updating CPQ QuoteLine Fields via inline editing

I am recently working on a custom lightning component and one of the features is for a table that consists of SBQQ__QuoteLine__c records, and the ability to inline edit a field like Quantity(...
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1answer
180 views

Standalone CPQ Licensing?

In reviewing the CPQ Pricing Page, I am wondering whether these licenses need to be purchased in addition to Sales Cloud and/or Community Cloud licenses. I have a scenario where an AppExchange ...
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0answers
33 views

'Please set Sale Price to $0' error when trying to save Quote Lines in CPQ Quote-Line editor

To preface, I am configuring Salesforce CPQ in a sandbox and am creating Product bundles with Features and Options. I currently have a Product bundle with five features, each with two Product Options....
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60 views

What is the purpose of Default Field on Process Input of Salesforce CPQ?

I want to use the Guided Selling on CPQ and on one of the questions, I want to show a default value as the answer. Does the Default Field serves for this purpose? I tried with an example but nothing ...
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1answer
149 views

Salesforce CPQ error when marking Renewal Quoted on Contract

When attempting to mark 'Renewal Quoted' on a contract within Salesforce, I'm getting an error stemming from managed Salesforce CPQ code: Error:Apex trigger SBQQ.ContractAfter caused an unexpected ...
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68 views

Quote Line Editor Subscription term doesn't populate individual line items.

When I put in the subscription term at the top of my quote. It calculates the values fine however I doesn't seem to populate the subscription term number on the individual lines, Does anyone have ...
4
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1answer
164 views

Change total labels in a quote generator CPQ

In Salesforce CPQ, I can't seem to get rid of the "Ongoing Monthly total" and "Ongoing monthly total VAT", in my yearly quote, I've managed to change the layout and adjust everything to yearly except ...
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1answer
38 views

Is it possible to delete quoteline automatically using trigger?

We have requirement to delete certain type of quoteline once the user insert different type of quote line automatically. I experiment using Quote Trigger and Quote Line trigger ,either way it is not ...
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0answers
62 views

Automatically Delete Default Product(Quoteline) when add new Product (QuoteLine) using Trigger

Everytime quote will have one default quoteline.However we want this quoteline to be deleted once other Product is added. I read that we cannot do this via Process builder so I create trigger like ...
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0answers
222 views

Error creating CPQ - SBQQ__QuoteLine__c Object

I am trying to test a controller that I have written which queries SBQQ__QuoteLine__c objects. I am running into an error which is preventing me from inserting the object during the @TestSetup method. ...
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0answers
48 views

Salesforce CPQ, Image from a footer component doesn't show on a quote

I've created a CPQ quote and configured all of the related lists and line items and my footer component got broken because the URL expired, I've started hosting the image myself on static resources ...
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0answers
59 views

Validation in Quote Line editor

I have one Quote (say Q-01000) and it has two Quote Lines QL-1, Ql-2. SBQQ__QuoteLine__c has a custom field business_profile__c and this field is added into Line editor FieldSet to make it available ...
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1answer
136 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
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1answer
98 views

Validation rule is not working on QuoteLineEditor page (CPQ)

I am new to Steelbrick CPQ. I am trying to write a validation on quote line custom object of CPQ. And trying to validate a field on quote lines. But when I am hitting the Save button on ...
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2answers
171 views

CPQ learning resources available?

It seems Salesforce has released almost no resources on CPQ on trailhead after its acquisition. Old Steelbrick Community pages are gone and it seems there's only documentation pages on Salesforce Help....
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1answer
104 views

Salesforce CPQ : How to detect field changes and fire validation rules

I am still new with CPQ. So far we able to set validation rules if certain field contain certain value but we cannot set validation rules to detect field changes. The requirement is to lock certain ...
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2answers
232 views

Salesforce CPQ - JS Calc Works But Does Not Show In UI

I've been working through configuring CPQ and have reached a scenario I was trying to solve using customization. When generating a quote and adding a line, I want to look at previous active quotes (...
2
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1answer
411 views

Steelbrick/Salesforce CPQ - Customize the pricing in quote line editor

My company just started using Salesforce CPQ and we have a structure for furniture manufacturing. We have 3 types of products with product family: Furniture Fabric Leggings The furniture product ...
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1answer
87 views

I want to add border line by CSS in lookup field in CPQ Quote line editor?

I am working in SFDC CPQ. When I navigate to Quote->Quote Line Editor I can see there are 5 lookup fields in the drawer. Business users are expecting an red Border in those lookup filer CPQ Quote line ...
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1answer
209 views

Setting up DocuSign to Salesforce CPQ [closed]

My Question is What are all the packages required to setting up Docusign for Salesforce CPQ? 'DocuSign for Salesforce' App from Appexchange is required for Salesforce CPQ Docusign or not? I have ...
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2answers
186 views

CPQ - Template Section - Group Field - Sorting

I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue. It seems to be grouping in alphabetical order of the picklist ...
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1answer
297 views

Testing Salesforce CPQ

I'm trying to create some meaningful tests for Salesforce CPQ. I'm trying to create Apex test classes and also UI tests with Selenium. The problem with the apex tests is that a lot of the important ...