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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Salesforce CPQ Code Issue in calculating New new revenue

Error: Apex trigger SBQQ.ContractAfter caused an unexpected exception, contact your administrator: SBQQ.ContractAfter: execution of AfterUpdate caused by: System.DmlException: Insert failed. First ...
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14 views

[Salesforce CPQ]Lookup to ContractId on Activated Order

I'm trying to update the ContractId field on an Activated Order via process builder on Contract. However, it's throwing me an error  You can't edit Contract Number on activated orders.: Contract ID. ...
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23 views

Salesforce CPQ - Force users to enter a quantity

I would like to force users to enter a quantity for every line item in the quote line editor. When saving the quote, Salesforce CPQ will automatically set the quantity to 1 if any value smaller then 1 ...
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7 views

How to create an Amendment Quote in Salesforce CPQ from apex? [closed]

I wanted to know if there is a way to create amendment quote in Salesforce CPQ from apex.
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14 views

Salesforce CPQ - Multi-Dimensional Quoting(MDQ)

I'm looking for help with Salesforce CPQ MDQ. The issue I'm facing is - I have an MDQ enabled Product i.e I have created a Price Dimension of Type = Custom(segment). I created a Quote(it has only one ...
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35 views

CPQ QLE Quick Add Product Function?

I'm attempting to create a "Quick Add" function for the CPQ Quote Line Editor (QLE). The idea is that the user knows the part number they want to add and doesn't want to go through the &...
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13 views

How to set weekly Billing Frequency in Salesforce CPQ?

Does anyone help me with a query regarding Billing Frequency in Salesforce CPQ? As a billing frequency, we can see some options on the product level field like Monthly, Quarterly, Semiannual, Annual, &...
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17 views

Pre populate a lookup field with CPQ Quote

Usually in Salesforce when we click on "new" button from parent object to create a child object, the lookup field is pre populated with the ID of parent object. But in the case of Quote object when I ...
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1answer
16 views

Validation rule error CPQ

I am trying to lock quotes in CPQ. I insert TEXT(Quote.Status) = "Certain Value". I get the response of Error: Syntax error. Extra '.' Any recommendations to lock a quote in CPQ ?
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16 views

Edit quote redirecting to create new quote in CPQ instead of existing quote

I am doing CRM integration for salesforce and CPQ, While editing quotes from the opportunity page, existing quote is not being redirected in CPQ This is my visual force page 'CPQQuoteEdit' <iframe ...
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1answer
32 views

Count of files on custom object via trigger when ContentDocument is DELETED

I was just successfully able to implement a trigger that counts the number of files attached to my custom record (SBQQ__QuoteDocument__c) on insert with your help(thanks David Reed!) now I am hung up ...
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1answer
43 views

Count of Files attached to Custom Object Record

I am trying to do (what I think is) a simple trigger that counts the number of files attached to a custom object record(SBQQ__QuoteDocument__c) and puts that number in a field on that object. I am ...
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291 views

CPQ Quote sync to Opportunity results in no information

I have an issue with the synchronization between a CPQ Quote and an Opportunity, and I have no clue how to provoke that. There are a few Opportunities that have a primary CPQ Quote (Accepted by ...
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14 views

Salesforce CPQ: Quote Calculation issue using custom webservice

I have create the custom web service to create the quote and quote line items from postman call in Salesforce CPQ. I am able to create the quote and quote line items but my requirement is after quote ...
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12 views

Salesforce CPQ - Product Options required together

Does someone had a chance to implement a logic that would require two product options in a bundle to be sold together? I am looking for a best solution. There are 2 product options in each bundle (...
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1answer
677 views

Can we override the standard Preview approval screen in Salesforce CPQ

Currently we have the Salesforce CPQ advanced approval process setup in our instance but the users aren't liking the screen that comes up when we click" Preview approval or Submit for approval" ...
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7 views

CPQ - On a renew quote, prevent user from replacing Product A with Product B because its considered a downgrade

Want an error message as soon as user adds Product B to the cart. So need a product rule based on what else is in the cart. Suggestions? User may also delete the Product A line entirely. But I have a ...
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27 views

CPQ: How can I get dynamic pricing, via a custom column, to appear on “OptionConfiguration” Field Set on “Product Option” object in CPQ?

I would like for the users of CPQ to be able to see the pricing change dynamically while they are building their quote in the "Configure Products" page. For example, if they change the ...
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14 views

CPQ: Dynamically Update Configuration Attribute from another Configuration Attribute

I want to dynamically update one configuration attribute (CA) using a formula derived from the current value of another CA. Ex: CA1 holds the length of a square side and CA2 holds the calculated ...
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1answer
505 views

Opportunity Line Items not generating

I have a Product that is set up as a CPQ Product. It has options/features etc. Just like any other product set up in my org. I create an opportunity, create a quote and set that quote as Primary. I ...
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1answer
658 views

Field calculation in CPQ steelbricks

I want to do some calculation between some fields before the quote is generated, on Edit Quote Lines page. Do anyone have any idea how to achieve the above requirement. I am totally new with CPQ (...
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1answer
1k views

Salesforce CPQ error when marking Renewal Quoted on Contract

When attempting to mark 'Renewal Quoted' on a contract within Salesforce, I'm getting an error stemming from managed Salesforce CPQ code: Error:Apex trigger SBQQ.ContractAfter caused an unexpected ...
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1answer
1k views

Steelbrick/Salesforce CPQ - Customize the pricing in quote line editor

My company just started using Salesforce CPQ and we have a structure for furniture manufacturing. We have 3 types of products with product family: Furniture Fabric Leggings The furniture product ...
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26 views

How to override standard Advanced approval package's approve button?

We are hitting the limit of Apex CPU time when we are approving the advanced approval records. So now ,we are thinking of shifting the logic to async but couldn't find anything related to it. As ...
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1answer
42 views

Line 1: Unexpected identifier, while adding products to quote

When I tired to add products in Quote Edit Lines page, it's giving alert message like Line 1: Unexpected identifier There are no product rules, alert rules, custom plugins and custom triggers(on CPQ ...
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1answer
70 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 ...
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13 views

How to Restrict Add Relationship button access to specific profiles

On the Account Contact Relationship - Only specific profiles should have access to Add Relationship remaining profiles should only view what is the role of the contact with the Account. Is there any ...
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1answer
409 views

Issue with Quote Line items

I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist ...
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31 views

Salesforce CPQ Price Rules applying across Quote Line Groups

We have created some complex discount combinations using price rules which sets the additional discount based on the presence of other products. We opted for this instead of discount schedules as we ...
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116 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 ...
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44 views

Proration multiplier not rounding correctly?

We are creating billing schedules and its line items(based on quote lines), based on term period and quantify specified we are calculating amount for each billing schedule. our Requirement is SUM of ...
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13 views

Amend Contract Error Loading Visualforce Page in Salesforce Community Cloud

Anyone have been able to enable the ability to "Amend Contract" through Salesforce Community Cloud/Lightning Communities? I am getting "Error Loading Visualforce Page" when amending the contract. Any ...
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55 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 ...
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24 views

Creating Assets and Subscriptions without Opportunities

TLDR: Does Salesforce only work if we use opportunities? Can an ecommerce platform push orders to Salesforce to create assets and subscriptions without going through opportunities and quotes? We've ...
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40 views

EOL subscription/ product in Salesforce CPQ

Is there any way in Salesforce CPQ to handle End of Life products, the use case is following we have some products on which we define End of life date and we don't want to renew the subs related to ...
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9 views

VisualForce Page on Cloudsense Basket Page

I am using Cloudsense CPQ for some training purposes. What i have to to is to create a vf page when a button is clicked to create a custom object's record (cscrm__Address__c). So i developed a ...
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18 views

Salesforce CPQ without Sales Cloud

Wanted to check on whether a user with Salesforce CPQ license requires Sales Cloud license? Can he work with quotation process without been given the Sales cloud license? This is in reference to a ...
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1answer
101 views

Questions about DocuSign with Salesforce CPQ [closed]

The relevant apps (DocuSign for Salesforce CPQ and Salesforce CPQ) are already installed in our dev sandbox. The connection between DocuSign and Salesforce including the setup of template was already ...
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30 views

CPQ Product Rule Not to functioning with “Disable and remove”

We are adding a legacy product to our org so we can track renewals, and were advised to create a Product Rule to ensure this product is only available to our grandfathered-in customers. The goal is ...
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1answer
1k views

Steelbrick/Salesforce CPQ - Alter a Price Rule if another one is running?

My Company uses a pricing structure of packages with several sub-levels. Because of this we may see something where our products look like this: Product Suite Product Series ...
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1answer
22 views

CPQ Quote Document: formatting difference between preview and generated / saved PDF

Generating a CPQ Quote Document I get differently rendered PDFs, depending on whether I look at them via Preview Document or Generate Document and then save. The main issue is, generated & saved ...
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1answer
29 views

Salesforce CPQ Document Output Format

I found that article https://help.salesforce.com/articleView?id=cpq_allow_user_output_format.htm&type=5 I don't think this guide is updated. I can't find any way how to enable changing output ...
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23 views

Can't insert CPQ object in my Apex Test Class with Permission Set

I have an Apex Test where I have problems with my Permissions. But even with the right Permission Sets I can't insert Quotes. Here's my code : Profile p = [SELECT Id FROM Profile WHERE Name='...
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12 views

Using a case formula in process builder for updating discount rates when net price falls under a defined range

Working on a price slab with various disc. rates, for example if the field List Amount is <= 24199 the field additional disc is updated to 2.5 , then system calculates Customer Amount (Net Amount) ...
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16 views

CPQ - Quote Line editor Page - Ui Theme Not displaying correctly

I have created formula field which returns true if logged in user theme is of LEX. e.g If($User.UIThemeDisplayed == "Theme4d",true,false) I dragged this field on Quote Layout using field set , just ...
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52 views

Salesforce CPQ: Primary Quote Sharing Settings issue

There can be multiple Quotes on one Opportunity, but only one of them could be marked as a Primary. It means that if we would create a new Quote with primary checked, it is being unchecked on previous ...
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2answers
67 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 ...
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1answer
467 views

How to enable community partner user to create new Quotes? (as a part of Managed SBCPQ package)

I am trying to enable community partner user to create new Quotes and edit them (as a part of SBCPQ managed package) I am able to create new Quotes from CRM users and see them when I switch to ...
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30 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. ...
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1answer
400 views

Salesforce CPQ quote Template

I want to display Features and Options related to the product on my Quote template, but I am not sure how to display those records in Salesforce CPQ quote Template without using visualforce as ...

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