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1 vote
1 answer
344 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
  • 405
8 votes
1 answer
11k 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 ...
Morgan Marchese's user avatar
2 votes
0 answers
180 views

Can I CRUD Managed Package Objects via Lightning or VisualForce with a non-licensed user (Customer Community User)?

First and foremost, we are not trying to be unethical. I am in the middle of vetting Salesforce CPQ+ and Salesforce Billing as potential replacements for our existing quoting and billing systems. ...
Morgan Marchese's user avatar
1 vote
1 answer
817 views

Salesforce CPQ - Managed Extension Package - Expiration Date

I am looking to create a managed extension package for Salesforce CPQ. In particular, I would like to add some custom fields to the managed Quote object SBQQ__Quote__c. For example, if my package has ...
dana's user avatar
  • 1,197
0 votes
0 answers
1k views

Pricebook field auto population in Quote Record Salesforcec CPQ

Pricebook field (Pricebook2Id)is auto populated on opportunity record by a visual workflow that looks up the right pricebook record from pricebook object based on an account field in the opportunity ...
gopal1007's user avatar
1 vote
1 answer
675 views

CPQ Parent to Child (Template Content to Quote Template)

I am trying to select child records (Quote Template) from the Parent (Template Content). I am not 100% sure what is wrong here: Child relationship name : QuoteTemplatesFooter; Parent object: ...
jc_mc's user avatar
  • 802