All Questions
13 questions
0
votes
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18
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SBQQ CPQ - To throw an validation when two configuration attributes are same
I am trying to implement a validation rule that triggers on Save in the Configurator screen. I have two Configuration Attributes (Origin and Destination). When both values are the same, I want to ...
- 507
0
votes
0
answers
18
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Salesforce CPQ - Asynchronous processing of QCP and price rules resulting in incorrect ACV calculations
We have a scenario where changing the Billing Country outside QLE triggers the Price Rule to set the Partner Discount at QL, which is then used to set the Net Total at QL. In parallel, the QCP script ...
-1
votes
1
answer
50
views
Salesforce CPQ Price Rule keeps on reverting value edited on quote line field
We currently have a price rule that sets a value in the quote line whenever a certain record type is used for a quote, however when we try to change the value of the field the it keeps getting ...
1
vote
0
answers
44
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 ...
-2
votes
2
answers
2k
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 ...
- 7
0
votes
1
answer
688
views
Price Rules in Salesforce CPQ
I am trying to learn Salesforce CPQ Price rules. I am trying to create something like the following: If the Add on product added is more than 10 then the primary product quote line will have an ...
- 1,435
1
vote
1
answer
1k
views
How to set a reference/lookup field through Price Action in SF CPQ?
I am working on a Price Rule which has one of the action to update lookup fields on Quote Line.
To elaborate we have From and To (reference to Location custom object) on Line Group and we'd like to ...
- 615
1
vote
1
answer
2k
views
Hide product 'C' AND 'D' when product A is present
I need to create a rule in salesforce CPQ, that hides product 'C' and 'D' when product A is selected.
I have created a selection rule. I am not sure if I shd use a configuration attribute or summary ...
- 151
0
votes
1
answer
585
views
In price rules, lookup query Tested field not showing "CurrencyIsoCode" value
dev sandbox able to see, when trying create full copy it is not visible. How to populate lookup field value "CurrencyIsoCode" in TestedField
Appreciate your help
- 87
0
votes
1
answer
2k
views
Customize CPQ Clone Line Function
I have a request to customize the CPQ Clone Line function within the Quote Line Editor. The default behavior of the clone function is that all fields on a quote line are copied during a clone line ...
- 607
0
votes
1
answer
884
views
Salesforce Price Rule Pro-Rating Scenarios Based on Subscription Start Date/End Date Not Calculating as Expected
We created some pro-rating scenarios via Price Rules. The price rules are for a specific price book and based on Subscription start and end Dates.
Here are all of the scenarios but we tested on the ...
- 159
0
votes
4
answers
2k
views
Brand new CPQ: how to get Price Action > Target Field populated? Only manually?
Just have installed the CPQ Managed Package v220.10 on a blank Developer Org.
Now on an existing Org I found the Picklist for Target Field populated like this:
But on my brand new org it's only ...
- 28.5k
0
votes
1
answer
2k
views
Salesforce CPQ - is there a list of applied Price Rules per Quote Line?
We have many complex price rules created. Now when we Calculate a quote, some of these price rules are applied, if their conditions are met. Many rules may apply on a single quote line. For developers ...
- 28.5k