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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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 "«...
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CPQ Visualforce Content - Conditionally Display Discount column in Line Item Visualforce Content
I have visualforce content that I'm using to display quote line item information in Quote PDF using Salesforce CPQ Quote template generation process.
I want only to display discount column only when ...
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Salesforce CPQ-Block Pricing apply to configuration attribute number filed
I have configuration attribute with picklist values. Depending up on the picklist block price is applying. Example if 1- 10000 qunatity block price 1000. Now they want configuration attribute number ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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....
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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 ...
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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/...
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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 ...
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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'...
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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, ...
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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, ...
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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 ...
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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 ...
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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....
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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?
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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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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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="...
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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) {
...
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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) {
...
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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 ...
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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/...
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Salesforce CPQ – How To Add Radio Buttons (Instead of Checkboxes) to Product Selection Screen?
In Salesforce CPQ, is it possible to limit the User to only allow them to select one Product via the Product Selection screen?
1) Instead of checkboxes, can we use radio buttons on the Product ...
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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 ...
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passing json from QCP javascript to Apex class for callout [duplicate]
I have JSON in below format and passing to the apex class from QCP through JavaScript. I am getting following error JSON_PARSER_ERROR : JSON request body must be an object at [Line 1, column2]. I am ...
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Is it possible to iterate over quote line items in HTML template instead of using type of content Line Items?
I'm trying to add a background color to the table that displays the line items for a CPQ quote, but if I select the Line Items type, there is not a ton of changes I can do there.
Can I select instead ...
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Validation rule - Salesforce CPQ Contracted checkbox
I want to write a validation rule on the Opportunity record -
Condition:- User can only check the contracted checkbox if the opportunity stage is closed won and primary quote (lookup field) - status ...
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Improved CPQ Quote Preview Process
Our company has NS with SF and CPQ on the front-end. I'm one of the team members responsible for approving quotes. When I receive those emails, there is a link that takes me to the opportunity, but ...
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How to edit Salesforce CPQ quote line editor fields
I am trying to update the unit price on the salesforce CPQ quote line editor to say fixed price but for some reasons I cannot access it. Every topic and video I've seen points to field sets but it's ...
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Billings API - runAs user doesn't work as expected
I'm doing a test class on a batch that trigger some call to the Salesforce billings API.
Even if I give the good right on the running as user, I have this issue on the field blng__CreditNoteLine__c....
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CPQ Contracted Price at Contract level
In CPQ I get that a Contracted Price can be given to a particular Account/Product. However, if that Account were to create a Contract which contained let's say 3 products, is there a way that I can ...
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CPQ+ License and eSignature
If the org currently has CPQ+ license and is planning to use CPQ for document generation and DocuSign for esignature, will we need to convert CPQ templates to DocuSign templates before we can add the ...
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Rollup summary on quote line editor
Is there a way to create a rollup summary field at the quote line editor level?
At the quote level object does not work for what I want to build l.
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An error occurred when filtering products: Filter field SBQQ__ProductFamily__c does not exist on object Product2
--New to Salesforce.
I have created a Product Rule with Type "Filter". In Product Action -> Filter Information , the Filter Field is Product Family. On selecting the Product in Quote , I ...
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How do you find the relationship between subscriptions in opportunity hierarchy?
I have a requirement to find the lifetime of a product throughout its new new, amendments and renewals cycle and list them down.
I know SBQQ__RevisedSubscription__c uses to identify the original ...
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Make CPQ Quote Line Editor Columns read only
We add all the relevant field inside the fieldset Line Editor and the fields show exactly as we wanted. Our customer now ask as to make some columns inside the CPQ Quote line editor read only. Is ...
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Delete Quote Lines using CPQ Plugin
I am trying to automate deleting Quote Lines in Quote Lines Editor from Salesforce CPQ package, so when you delete manually one record, script will delete some others based on given conditions.
F.e. ...
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SFDMU use for cpq objects
I'm trying to use sfdmu to migrate some cpq data, and i have two major problems:
the order of files beeing processed (for example for pricebookentry, the ones related to the standard pricebook should ...
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Would flows execute before QCP script?
This might be a fairly simple question but not much available documentation around it. I have a flow on SBQQ__Quote__c object which is making some field updates on related quote lines. I also have a ...
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QCP to Summarize Quote Line Groups
Since there is no way to use summary variables or roll up summary fields or price rules on quote line groups, I was wondering if there is to way to write a custom QCP that calculates the NetTotal for ...
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CPQ: HTML Template Content - Show/Hide Paragraph based on a checkbox field
I am trying to show/hide some paragraphs on the HTML type of Template content based on a checkbox field that I have created on Quote.
I used following condition but it is not working when I generate ...
