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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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In Salesforce CPQ, how to get values from a custom field present in Price Book Entry to Quote Line? [on hold]

In Salesforce CPQ, I am trying to create a custom field "Floor Price" in Price Book Entry and trying to get the values in Quote Line,in the same way standard field "Unit Price" of Price Book Entry ...
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Jsforce Upsert QuoteLine object

I try with a custom script to upsert a QuoteLineItem but I face a problem with the SBQQ__Quote__c field, which is a Master-Detail of the Quote object. This is my code : export function ...
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63 views

Deploy CPQ related changes to production with SFDX

trying to add SBQQ_Quote__c to Opportunity's related lists in my scratch org, no problem there using UI. i pull the code and confirm that the changes are in Opportunity-Opportunity Layout.layout-meta....
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CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft'

CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft' In general is is possible to show alert when a Generate Document button is clicked in CPQ
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CPQ Evergreen product increase/decrease quantity in Amend Quote Line

I am having an issue with one requirement which is client want to increase/ decrease product quantity when amend quote which Product is Evergreen !! While updating with existing quantity it is getting ...
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7 views

How to Configure Salesforce Product based on 'Block Price' and 'Term Length' in Salesforce CPQ

We have some products which need to be configured based on quantity in ranges, say for example, for 100 to 199 quantity the price will be $20, for 200 to 299 price will be $18. These prices are if the ...
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7 views

After implementing QuoteCalculatorPlugin in class, inside method runs in which context

I am new to CPQ, i am implementing QuoteCalculatorPlugin in my CPQQuoteCalulator class and also implementing some Validation logic in which i am checking if the quote line is having correct account ...
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7 views

Can Salesforce CPQ UI be exposed via Lighting Out?

I have a customer who uses LifeRay as a portal and wants to leverage this to allow their partners to generate quote using Salesforce CPQ. I guess this can be done using CPQ APIs but I understand there ...
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13 views

CPQ API QuoteLine Model not returning custom fields

I noticed that reading a QuoteModel via SBQQ.ServiceRouter.read() doesn't return quote line custom fields in the quote's child QuoteLine Models (this is after the QuoteModel has been saved via ...
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22 views

Insufficient access rights on cross-reference id in a managed package procedure

I have added a changing Opportunity owner logic inside Opportunity before triggers. And this is causing issue in a managed package procedure when I amend a contract in Salesforce cpq package. The ...
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25 views

Salesforce CPQ - Filter Picklist Values based on Product in Configuration Attribute

Use Case: On Quote Line Editor, I have picklist configuration attribute with the picklist values 1, 2, 3, 4 and 5. When Product1 is selected, the picklist configuration should be filtered and display ...
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21 views

Salesforce CPQ: Block Pricing with Configuration Attribute

Block pricing is very useful to set the price based on the quantity of the product. But can it be used with a configuration attribute?. For ex: Block Pricing 0-99 - $1000 100-199 - $2000 200-299 -...
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1answer
30 views

“Attempt to de-reference a null object” for formula field in map

I am trying to get the value of formula field to check in condition via customAccMap. i am checking if formula_field__c is null then i need to throw a cpqException. But on Add Product Page on CPQ i am ...
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1answer
35 views

Salesforce CPQ: Product Setup scenario

I'm trying to setup the below product set up in salesforce CPQ. Product: BAG Now, I need to set up the price of this particular BAG product based on the Colour in the line editor. For Ex: If the ...
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21 views

Salesforce CPQ: Sum up the options price in bundle product(main product)

I've been trying different models in salesforce cpq. Am trying to achieve the usecase I have in salesforce CPQ. I want to sum up all the options price and show in the main product while adding into ...
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How to get the old version of record in class that implements SBQQ.QuoteCalculatorPlugin

I am trying to get the old version of quote lines in my CPQHelperClass which implements SBQQ.QuoteCalculatorPlugin. Is there any way to get the old value of any custom field into this class. Without ...
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Implementing CPQ Electronic Signature Plugin

We are currently using the old CPQ Docusign plugin that was created by Steelbrick. Last year Docusign released a new plugin. Problem is they didn't make it behave the same way as the old plugin and we ...
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20 views

Steelbrick CPQ: Editing/ Inserting new quotelines post quote creation via amender api

As far as I can see from steelbrick API(s) here I see that the API provides a way to read quote/ quote line items. https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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19 views

Product Rules: Selection rule for individual products

I have 2 products, product A and product B. These products are not part of any bundle. How to create a product rule (Selection) such that if product A is selected, product B is automatically selected ...
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15 views

Not able to find fields on quote template

I am trying to customize quote template so that I can include Payment Method, Payment Terms, Biling Method fields but I am not able to find these fields. Thanks
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1answer
46 views

Billing rule must be selected error

When I tried to mark the ordered(SBQQ__Ordered__c) checkbox from salesforce Quote(To generate a order) object, I receive the below error. Everything was fine until yesterday not sure what changes were ...
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1answer
15 views

CPQ - show/hide global header

We are working with cpq in lightning experience. The global salesforce header is usually on when clicking edit lines in quote. However, when I redirect to this page using the VF page style apex/...
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65 views

How to redirect to CPQ Quote Line Editor page in an action/button

I am trying to implement a button/action to redirect directly from opportunity to related quote line editor. However, quote line editor is no longer a VF page now. I am not even sure whether it is a ...
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1answer
26 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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35 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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108 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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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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2answers
40 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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40 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
57 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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44 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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15 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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26 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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48 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
65 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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1answer
149 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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1answer
113 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
232 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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1answer
69 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
128 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
117 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
163 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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23 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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1answer
64 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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41 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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131 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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68 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
322 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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79 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
208 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 ...