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.
317 questions
0
votes
1
answer
210
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 ...
- 11
0
votes
1
answer
2k
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, ...
0
votes
0
answers
142
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, ...
- 106
0
votes
1
answer
997
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?
- 11
0
votes
1
answer
2k
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 ...
- 55
-1
votes
1
answer
3k
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 ...
- 69
0
votes
1
answer
860
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, ...
- 55
0
votes
1
answer
194
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 ...
0
votes
0
answers
95
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) {
...
- 89
0
votes
1
answer
234
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 ...
- 13
-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
240
views
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 ...
- 11
0
votes
1
answer
2k
views
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 ...
- 11
0
votes
0
answers
36
views
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....
- 405
0
votes
1
answer
209
views
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 ...
- 90
-1
votes
1
answer
437
views
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 ...
- 1
0
votes
2
answers
3k
views
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 ...
- 435
0
votes
1
answer
535
views
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 ...
- 455
0
votes
0
answers
1k
views
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 ...
2
votes
0
answers
873
views
How to Reassign an Advanced Approvals request via Apex
I have a business requirement that when a record is submitted for approval with Advanced Approvals, to evaluate a set of criteria, and if it the criteria is satisfied, immediately reassign the ...
- 12.1k
0
votes
1
answer
135
views
What fields are exactly calculated in Third Round of Calculations?
New to Salesforce CPQ here.
I was going through the Salesforce documentation and read that in Third Round of Calculations, CPQ:
Calculates Fixed Items
Calculates Dynamic Items
Calculates Totals
Does ...
0
votes
1
answer
213
views
Segregate Parent and Child in Bundles
I want to differentiate between products based on their usage as child products or the parent product in the bundles.
For this I have added 2 checkboxes on the Product2 object called isBundleParent &...
0
votes
1
answer
825
views
Is there a way to populate the selected attributes of a product in the Order Product and the Quote Line without using Twin Fields?–Salesforce CPQ
The reason why Twin Fields is not the best solution, in this case, is that we are working in an Org that has more than 500 products, and almost every product has its own set of different attributes. ...
-2
votes
1
answer
69
views
How do I get my Salesforce org to its original state
I have implemented some record types and flows in my Salesforce CPQ Developer Org through trailhead. Now I am unable to complete the modules in Trailhead. Therefore, I would like to get the Demo org ...
- 1
0
votes
1
answer
2k
views
How to delete the ORDERS in salesforce CPQ?
I created ORDERS for a quote and now I need them to be gone from (deleted). The quote is the PRIMARY Quote of the opportunity and it's the only quote we have on the Opportunity.
When I'm trying to ...
- 142
0
votes
0
answers
1k
views
CPQ: Marking a quote as "Ordered" does not create all Order Products
I'm currently at a loss: We have several Subscription products.
I can configure them in the configurator just fine.
Now I create a new quote with 2 of those products (i.e. 2 quote lines with a ...
- 1,022
0
votes
0
answers
47
views
Compare Opportunity with other opportunities on same account
On CPQ Contract obj I have Renewal opportunity. Before performing renewal I need to check other opportunities on same account.
If any opportunity found in closed won stage and same contract start date ...
- 1
0
votes
1
answer
870
views
In Salesforce CPQ, Do Summary Variables Count Towards Governor Limits?
Consider the following two Salesforce CPQ scenarios:
1) In one scenario, a Summary Variable can have the following values:
Aggregate Function: Sum
Aggregate Field: SBQQ__ListPrice__c
Target Object: ...
2
votes
1
answer
966
views
Fetch user selected Picklist value from flex card
I have picklists in flex card, where user can select Product attribute values. I am only able to see the updated value inside the flex card. I want to store the user selected value in a variable and ...
4
votes
1
answer
406
views
How to Pass data from Flexcard to call API
I was doing scenario using flexcard, the scenario is to display Order line items in flexcard with a configure button to update product attributes. I have displayed products in flexcard.Now, I have to ...
0
votes
1
answer
180
views
How to Include Cloned CPQ App in Scratch Org Built from Org Shape
I recently started using the Salesforce DX CLI to spin up scratch orgs. I managed to generate a scratch org that mirrors my production Salesforce environment using the shape org feature.
In our ...
- 101
0
votes
2
answers
1k
views
Display Product Options with the selected Configuration Picklist attribute value
New to Salesforce CPQ.
Below is a scenario I am trying to implement.
There is a Product Bundle "PB" which has 2 Product Options PB1 and PB2. A Configuration attribute of Type Picklist is ...
- 11
1
vote
1
answer
188
views
Conditional configuration of a CPQ Product as Bundle
We have a complex CPQ scenario that I would appreciate your inputs.
We have 1 CPQ product (single record) that:
For some types of quotes should appear as a bundle (with many product options and ...
- 11
0
votes
0
answers
2k
views
Salesforce CPQ API to create Quote and Quote Line items facing issue with calculation
Using Salesforce CPQ API to create Quote and Quote Line items.
Records are created, but on Quote line items facing below error
Before you can create an order, generate a document, or contract an ...
- 120
0
votes
0
answers
718
views
CPQ Quote Template - include current date in generated quote
I was curious if there is a way to get the current date in the generated quote? I currently have the 'Date:' field referencing the 'CreatedDate' formula field that just calls 'CreatedDate', however, I ...
- 97
1
vote
1
answer
374
views
SFDX CPQ : Cannot modify managed object
I am trying to deploy a package including some CPQ objects usiing sfdx:source:deploy
I am having the following error :
API Name
Type
Line
Column
Error Message
SBQQ__QuoteTemplate__c
Custom Object
0
...
- 11
1
vote
1
answer
1k
views
CPQ Quote Line Records Bundle Hierarchies with Flow
While I am creating Quote Line records from the Flow.
Where products are in the form of Bundle & configured Products.
I have filled up the required by field on the child product Quote Line, but ...
- 529
1
vote
0
answers
545
views
CPQ: How to use Selection Rule based on Product Option criteria?
We have the following scenario:
We have two bundle products: B1 and B2
Also we have two Products that act as Product Options for B1 and B2: PO1 and PO2
In gerneral the bundle configuration looks like ...
- 1,022
1
vote
1
answer
1k
views
How to automate calculate in salesforce using CPQ API QuoteCalculator
Need to automate the Calculate button background process in salesforce.
Referred the documentation - https://developer.salesforce.com/docs/atlas.en-us.214.0.cpq_api_dev.meta/cpq_api_dev/...
- 120
0
votes
1
answer
839
views
CPQ Quote Preview Document not working as expected with Visualforce page section
I've been asked to create a VF page to dynamically create tables on a Preview Document for a Quote. I've created a section to reference the VF page. Using XSL:FO format, which is required from what I ...
- 741
1
vote
1
answer
473
views
Declarative Roll up Summary - How does it work when filter criteria changes
I am using the declarative roll up summary tool to create a lookup on Account object to sum over all net prices of Subscriptions using a filter criteria as Active Contract = 1(1,0).
Parent Object : ...
- 7,861
0
votes
1
answer
618
views
Subscriptions not updating when amendment opportunity is closed won
We are using Salesforce CPQ. We have created an amendment opportunity with some changes in original quote lines. However, on closed won this opportunity, order is generated but subscription on ...
- 151
0
votes
1
answer
1k
views
duplicate alias: name error while grouping
We are using bundle products in salesforce and I am trying to display the Order products in a PDF document which I am creating using VF page.
In the Order detail page the Bundle products appear ...
- 265
0
votes
1
answer
466
views
Salesforce CPQ Translation output language - English doesn't appear
In the UAT, I deployed CPQ's records, including localization records. Quote Term's English translation does not work, so I tried to redo it. On the quote term record, I selected the "Translate&...
- 11
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
0
votes
1
answer
608
views
Percent of Total field in Salesforce CPQ
I am trying to learn Salesforce CPQ where I have two questions. I have tried to create a Percent of Total product.
I have two questions here :
I will have to add the Percent of Total product in the ...
- 1,435
0
votes
1
answer
4k
views
add products button not visible in quote line editor in salesforce cpq
The add products button is not visible in quote line editor in salesforce cpq. I have logged in as sys admin, but still not visible. No buttons at all - any pointers?
- 71
0
votes
1
answer
807
views
Test Class Error for Apex Class meant to filter Quote Lines on a VF Email Template
I'm just starting out with Apex, really any SF development. I've been lucky enough to be able to learn and practice what I've been learning in real-life scenarios, but I've depleted my googling skills ...
- 93
0
votes
1
answer
1k
views
Insufficient Privileges on Recall Approval CPQ button on quote
Note: Everything is working fine for System Admin Profile but not for non-admin profiles
I have one issue where CPQ -> Recall Approval Quick Action throws me an error.
You do not have the level of ...
- 55
0
votes
1
answer
461
views
How to get only the selected lines from QLE in QCP context ? [Salesforce CPQ, QCP, JavaScript]
How to get only the selected lines from quote line editor in QCP context ?
We can create additional checkbox field on quote lines and refer that, but client wants to use standard checkbox.
