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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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How to add subscription start and end dates from CPQ Quote line editor to Quote template?

We want to add the CPQ Start and end-dates from the Quote line editor to the CPQ Quote template. Also sometimes we have separate groups with separate start and end- dates. How do we deal with this ...
Swati Malhotra's user avatar
1 vote
0 answers
46 views

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,...
user9035826's user avatar
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0 answers
49 views

Why am I getting a validation exception in the Contract record even if I am a System Administrator?

I was wondering if anyone encountered this issue before when ticking 'Renewal Quoted' on the Contract record? Please find below error message Error while saving Contracts:SBQQ.ValidationException: [&...
John Andrei Gayeta's user avatar
-1 votes
0 answers
37 views

Sync custom fields created in CPQ Quote with Opportunity

I've a scenario where I have created a custom field in CPQ Quote (SBQQ__Quote__c). I want to sync this field with Opportunity field. How we can sync custom field with opportunity in CPQ. Also, I see ...
unflagged.destination's user avatar
1 vote
0 answers
56 views

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-...
jbard's user avatar
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1 vote
0 answers
19 views

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 ...
Salesforce_FreeLancer's user avatar
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23 views

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 ...
praneeth's user avatar
1 vote
0 answers
65 views

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 ...
Vinay Jagwani's user avatar
0 votes
1 answer
48 views

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 ...
nss v's user avatar
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1 vote
0 answers
23 views

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 ...
faouzi Ch's user avatar
1 vote
0 answers
38 views

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 ...
Tayyaba Noor's user avatar
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0 answers
17 views

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 ...
Aylin Alkan's user avatar
0 votes
0 answers
68 views

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). ...
Jason Benkert's user avatar
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0 answers
49 views

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 ...
Damon Betlow's user avatar
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35 views

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 ...
Nachiket Deshpande's user avatar
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0 answers
91 views

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 ...
Nachiket Deshpande's user avatar
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0 answers
49 views

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 ...
Nachiket Deshpande's user avatar
0 votes
0 answers
71 views

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 ...
Chapin23's user avatar
1 vote
1 answer
453 views

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, ...
Bud's user avatar
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0 votes
0 answers
92 views

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 ...
Stojchesky's user avatar
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1 answer
129 views

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 "«...
hemanth kumar's user avatar
1 vote
1 answer
170 views

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 ...
Max's user avatar
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0 votes
0 answers
53 views

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 ...
Juan de la Fuente's user avatar
1 vote
1 answer
182 views

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 ...
Badbaxx's user avatar
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93 views

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 ...
Carolina Mercado's user avatar
2 votes
0 answers
191 views

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 ...
Shruti's user avatar
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0 votes
0 answers
188 views

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 ...
CBine's user avatar
  • 1
0 votes
1 answer
70 views

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....
Josh Bridgman's user avatar
0 votes
0 answers
71 views

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 ...
Kiran.pandiyan's user avatar
0 votes
1 answer
98 views

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/...
sonam singh's user avatar
0 votes
1 answer
137 views

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 ...
Tony Jude's user avatar
0 votes
0 answers
96 views

Salesforce CPQ: JS Calc working and returning values in backend but values are not reflecting real time

I am using the JS QCP Plugin to update the QLI level field value then that value is referenced in a price rule of event On Calculate I tried wrapping up the query in a new promise return but still, it'...
Pratik Pawar's user avatar
0 votes
1 answer
822 views

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, ...
gjohnson282's user avatar
0 votes
0 answers
96 views

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, ...
Chandrashekaran's user avatar
0 votes
0 answers
189 views

Percent of total Calculation

We have scenario where we have a combination of subscription fixed products and percent of total products in our products setup. We have a setup the fixed price products to include the calculations ...
swetha's user avatar
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0 votes
0 answers
210 views

Allow manual price override after price rule execution

We have a generic price rule configured, which sets the list price based on the attribute values selected. We have a formula field which is the concatenation of all the different attribute fields and ...
Chandrashekaran's user avatar
0 votes
0 answers
8 views

When I change assignee for my approval rule 'GxP Enabled Approval', I get below error when I try to hit the approval rule [duplicate]

When I change assignee for my approval rule 'GxP Enabled Approval', I get below error when I try to hit the approval rule. Error: {faultcode:'soapenv:Client', faultstring:'Apttus_Approval....
Manisha Ganjhu's user avatar
-1 votes
1 answer
657 views

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?
Shiny Edward's user avatar
0 votes
1 answer
1k views

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 ...
tester's user avatar
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-1 votes
1 answer
2k views

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 ...
Neto0291's user avatar
0 votes
0 answers
88 views

CPQ Pricing Rule with custom PoT for each bundle depending on Configuration Attribute

I have many product bundles with same structure. Here i give example for four Product Bundle A Product Bundle A1 Product Bundle A2 Product Bundle A3 Product Bundle B Product Bundle B1 Product ...
Muhammad Sheheryar Afsar's user avatar
0 votes
1 answer
421 views

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, ...
tester's user avatar
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0 votes
0 answers
152 views

Issue with Permission Set Groups being unassigned after user creation via OKTA in Salesforce

I need assistance in identifying the cause of an issue related to Permission Set Groups in Salesforce when creating a user via OKTA. Our automation on the User SObject correctly assigns Permission Set ...
Dmitriy Yurkin's user avatar
0 votes
1 answer
99 views

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 ...
Ben Hogan's user avatar
0 votes
0 answers
75 views

Salesforce CPQ document preview rendering incorrectly

When I enter the following into a Rich Text Area field: this is what renders in the document preview: and this is the HTML from the Rich Text Area field: <p>Normal text <span style="...
user123647's user avatar
0 votes
0 answers
206 views

How to effectively track changes to items in Quote Calculator Plugin (QCP) in salesforce cpq?

I have a segmented product. On the product I want to avail a discount if a certain condition is met. I've implemented this as export function onAfterCalculate(quoteModel, quoteLineModels, conn) { ...
N_H1922's user avatar
  • 315
0 votes
0 answers
53 views

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) { ...
Hulk Buster's user avatar
0 votes
1 answer
199 views

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 ...
MdSaeed's user avatar
  • 13
0 votes
0 answers
88 views

Show Toast message in Quote Line Editor

I have a custom action in Quote Line Editor that launches VFpage with LWC. How to show toast message? JS : import { LightningElement,api,track } from 'lwc'; import { ShowToastEvent } from 'lightning/...
Michael's user avatar
-2 votes
2 answers
922 views

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 ...
Raju's user avatar
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