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
-1
votes
1
answer
895
views
How to change pdf page color into red in salesforce cpq quote template
I need to change pdf page color into red in salesforce cpq quote template.is it possible?
1
vote
1
answer
1k
views
Creating CPQ QuoteLineGroup records via Apex not visible in Editor
I have a trigger set up that is intended to create QuoteLineGroup records for a Quote when the Quote is first created, based on the Assets that exist for the Account. The trigger works as expected and ...
- 1,067
1
vote
1
answer
489
views
CPQ: Generate Quote Documents for more than 25 Quotes
I'm trying to generate Quote Documents for several Quotes simultaneously. We're using a schedule but calling the API and running up against a limit: we can only call the API to create Quote Documents ...
- 11
1
vote
1
answer
6k
views
Quote CPQ - how to correctly create a Quote Line Group and relate Quote Lines (without lines editor)?
I am trying to automatically created Quote Line Groups when a new CPQ Quote is created, based on some fields on the Opportunity products.
But I fail.
In a trigger on SBQQ__QuoteLine__c I group the ...
- 925
1
vote
1
answer
571
views
How to clone a Quote (CPQ) changing the Record type
I would like to change de record type when cloning the Quote, but it doesn't.
What am I doing wrong?
My code:
From "Quote Custom Button or Link"
Detail Page Button
Behavior
Display in existing ...
0
votes
1
answer
2k
views
CPQ Quote Line Item - automatic setting of a custom field?
In an org I have a field SBQQ__QuoteLine__c.CostsType__c, and this gets set by some kind of magic, it seems. The possible picklist values are "Monthly" and "OneTime".
There is no APEX code, nor flow, ...
- 925
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 ...
- 1,197
1
vote
1
answer
2k
views
Re-parenting primary CPQ quote Line Items not rolling up to Opportunity
Within CPQ, Opportunity Line Items should automatically sync with the Primary Quote's Line Items. However, when re-parenting a primary quote from a Source Opp to a Destination Opp (Destination Opp ...
- 607
0
votes
1
answer
4k
views
CPQ How Net Total is Calculated?
I have observed one thing When calculating Net Total, following things I did
For Start Date - 8/1/2020 and End Date 3/15/2024
I added segments as follow
Now, when I hit Save for Term of Every year(...
- 2,276
0
votes
1
answer
315
views
CPQ Generate Document Apex Jobs Queued Status
When clicking on "Generate Document" -> "Save" within a Quote record. The screen gets stuck loading. I did notice within Apex Jobs there is a lot of jobs Queued.
- 447
0
votes
1
answer
3k
views
Trying to add a Custom CPQ Quote Field to Product Rule Error Condition
I'm trying to add a Custom Field in the Quote object to be used in the Tested Field of an Error Condition on a Product Rule in CPQ.
I've added the Custom Field to the Quote Object. Added the field to ...
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
3
votes
2
answers
563
views
SDLC with data-dependent applications (CPQ and FSL)
I'm looking for best practices for a SDLC workflow given the following scenario:
Team consists of a mix of point-and-click admins and developers
Project is based around CPQ or FSL where data is used ...
- 1,087
0
votes
1
answer
3k
views
Salesforce CPQ Custom Template Content (Quote Templates) not showing field value from custom controller
I just created a simple quote template. With 1 Template Section. I have assigned that section with a Custom Template content that references a visualforce page I created.
Visualforce page,
<apex:...
- 21
0
votes
1
answer
1k
views
CPQ How to Hide Preview Button
Is there a way to hide the "Preview Button" while generating a document within CPQ?
- 447
1
vote
0
answers
390
views
CPQ: Automating the Selection of Product Options based on fields in custom objects. Product Rule or Apex?
My use case is I have a screen flow that asks questions that are needed to populate the quote correctly ie: Are there curbs involved, and if so, what concrete PSI is needed: 3500, 4000, 4500; Are ...
1
vote
2
answers
2k
views
Is there a way to force a mass refresh prices on old quotes in CPQ?
Rather than relying on the user to click the "Refresh Prices" button, is there a way that Admins can force a "Mass Refresh Prices" on older quotes? We need to insert the new list price, because our ...
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 ...
- 55
0
votes
1
answer
2k
views
Can I Call visualforce page in custom action - CPQ?
I am using following custom action for CPQ , I wanted to call my custom visualforce page , could anyone advise how can I call a visualforce page inside custom action.
- 2,276
1
vote
0
answers
2k
views
Running into the error "Opportunity must have a primary quote in order to create an order." when renewing contracts from Apex
Here is the code that we can run in Developer console to reproduce the error. What this code does:
Renews the expiring contract by setting the CPQ renewal fields to TRUE.
Queries the renewal ...
- 8,957
1
vote
2
answers
465
views
Completing Learn About Configuration in the Sales Process
I am using my developer org to complete this unit.
Here is the link: https://trailhead.salesforce.com/content/learn/modules/cpq-product-configuration/configuration-in-the-sales-process
I have ...
- 1,276
2
votes
2
answers
3k
views
SBQQ__ProductCode__c not visible in Tested Field in Error Condition of product rule
I am trying to learn CPQ.
My scenario is: I need to add product B in the cart if product A is added.
I have created product rule, added action.
I need to verify if product A is added using ...
- 1,276
1
vote
2
answers
2k
views
Integrating Salesforce CPQ with SAP to get realtime pricing data
Existing Functionality:
Currently we have three types of pricing Standard, A and B
Standard:
A: GPO pricing is maintained in price books
B: B are created as accounts and pricing is manually loaded ...
- 55
0
votes
1
answer
228
views
Enhanced Lookup for Contract on Quote in CPQ
In CPQ Quote object record when we try to add Master Contract Record using lookup Icon we only see Contract Number and Owner.
We wanted to enhanced this lookup to be able search it by Contract Name , ...
- 2,276
0
votes
1
answer
1k
views
CPQ execution of AfterUpdate caused by: System.FinalException: Record is read-only
On CPQ quote object When we click on submit for approval button, status is changed to In review, when the status is changed to in review. I Have to populate a field from quote associated ...
- 79
1
vote
0
answers
280
views
Share record on basis of sharing of lookup object [closed]
We have Quote object looking up to opportunity in our Org. We want to set sharing of Quote object to Private. The sharing of the Quote record should be same as of opportunity.
We are planning to ...
- 65
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
2
answers
888
views
Salesforce CPQ - is it possible for the Price Rules to send mails?
We have many complex Price Rules in our org. Sometimes it is not clear how the price came to be and what Price Rules was executed out.
Therefore, I wanted to ask if it would be possible to adjust the ...
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
0
votes
1
answer
453
views
Issue with creating Evergreen Product in unit tests
I have an issue with unit testing a piece of logic built for Evergreen Subscriptions. When trying to insert Evergreen product I get following:
System.DmlException: Insert failed. First exception on ...
- 1,426
1
vote
0
answers
500
views
Where does advanced approvals do field updates
In the normal approval process there is an approval action section which we can have field updates. But when I read through the advanced approval process I don't find a place to have this. May I know ...
- 13k
1
vote
1
answer
124
views
multicurrency enablement for CPQ
We have enabled multicurrency in our org.
There are some places where in Apex classes and Visualforce pages which is hard coding or returning '$'.
My concern is there is some old code and ...
- 79
0
votes
1
answer
896
views
How to display checkbox in custom custom visualforce page for CPQ quote?
I am trying to generate a quote document using custom visualforce page for steelbrick CPQ. I need to display a checkbox in a column (it does not have to be associated with any field). I tried using , ...
- 55
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: ...
- 802
1
vote
1
answer
2k
views
Salesforce CPQ Quote Template not updating header and footer
I have Salesforce CPQ (Steelbrick) and am trying to put a custom header and footer on the quote template. I went to template content, clicked new, selected Template Top, clicked continue and for ...
- 352
1
vote
2
answers
1k
views
Line spacing not applying when using <li> tag
This is for Salesforce CPQ Template Content. I have a spacing issue when using the li tag. If the item is too long and is forced onto more than one line, it doesn't take into account the style="margin-...
- 201
1
vote
0
answers
2k
views
Salesforce CPQ Renewal Quote and Document Generation Automation
I'm working on a requirement to automatically generate renewal opp/quote , then generate document and email to customer .
The logic I followed is as follows:
Wrote a batch class that would pick ...
- 615
5
votes
0
answers
982
views
Why are these calls into CPQ taking so long?
I'm working through a problem here where we have a website that making calls into Apex code that's taking 8 seconds to add an item to a quote, and I wonder if I could get some help understanding if we'...
- 151
1
vote
0
answers
2k
views
CPQ - twin fields not working for certain profiles due to security setting
We are building a twin field in quote and order in the hope that the field value can be automatically copied into order. This is working for other profiles but not sales user since they don't have ...
- 13k
2
votes
1
answer
1k
views
How to clone custom child of CPQ Quote Line during Favorite usage
I have customized Salesforce CPQ in a way displayed in the ER diagram below. Everything is standard beside one custom child object of the SBQQ_QuoteLine__c called QuoteLineConfiguration__c .
I need ...
- 38.2k
1
vote
1
answer
1k
views
Net total of a quote line item is changing upon calculation
I have a product set to $5000. The product option is set to $5000. When the product is added to the bundle and it is saved, it jumps to $9000. The standard price of the product is set to 5000, it is ...
- 35
1
vote
0
answers
331
views
Why can't I change the end date of a Quote Line. from 3/31/2025 to 5/31/2025 [closed]
I am not able to change the end date of a quote line in CPQ. Why is that.
- 21
5
votes
0
answers
784
views
How to update cpq QLE from CPQ External Configurator?
Requirement:
The requirement is that we need to popup an external page on quote line editor via custom action. In external page, we will generate new quotelines by customized logic.
Problems:
We ...
- 880
0
votes
2
answers
2k
views
Salesforce CPQ: Contracted Pricing is Not Overriding Pricing Rule Price
If a product has only a list price and contracted pricing for the product and particular account is setup, whenever the user is adding that product to the Quote under that particular account, the ...
1
vote
0
answers
599
views
Help Text on a Configuration Attribute in CPQ Line Editor
I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
- 91
0
votes
0
answers
120
views
Service Cloud not able to configure in CPQ
Actually, I'm facing one problem last few days, I have opened an Sfdc cpq trailhead org for three months. But there I want to enable Service contract for cpq. I have already followed a few steps from ...
0
votes
2
answers
1k
views
Deploy CPQ related changes to production with SFDX
trying to add SBQQ_Quote__c to Opportunity's related lists in my scratch org, no problem there using UI. i pull the code and confirm that the changes are in Opportunity-Opportunity Layout.layout-meta....
- 5
0
votes
1
answer
544
views
CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft'
CPQ - How to restrict Generating a Document unless Custom Status field is set to 'Draft'
In general is is possible to show alert when a Generate Document button is clicked in CPQ
1
vote
0
answers
76
views
Can Salesforce CPQ UI be exposed via Lighting Out?
I have a customer who uses LifeRay as a portal and wants to leverage this to allow their partners to generate quote using Salesforce CPQ. I guess this can be done using CPQ APIs but I understand there ...
0
votes
0
answers
988
views
Insufficient access rights on cross-reference id in a managed package procedure
I have added a changing Opportunity owner logic inside Opportunity before triggers. And this is causing issue in a managed package procedure when I amend a contract in Salesforce cpq package. The ...
- 13k