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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842 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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9 views

Salesforce CPQ Subscription terms not working for Subscribed products in quote line editor

I have been trying to get subscription terms working: Example of Subscribed product with 15 months as Subscription terms It should reflect the values for Net Total as 2,10,000$ for 13th row in the ...
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9 views

CPQ - Quote Line Editor throwing null pointer exception when called Custom Action

We have created a custom action like following: When we go to quote editor and try to open any page or URL using icon Reconfigure Performance Engine we are getting null pointer exception not sure why ...
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17 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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1answer
21 views

Salesforce CPQ - Quote Calculator Plugin - How to access Account Name

I need to access Account Name from Quote Calculator Plugin. Sample code snippet is as below - export function onBeforeCalculate(quoteModel, lineModels) { alert(quoteModel.record["Account__r"]["Name"]...
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16 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 ...
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1answer
16 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.
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24 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 ...
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9 views

Issue in generating Document in Salesforce using Adobe Sign

I'm finding the right way to do Adobe Sign in Salesforce. Followed the steps using Adobe sign, but throws error while generating Document under Quote.[This Quote is CPQ based Quote] https://helpx....
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1answer
14 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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10 views

Sorting Column Headers in the Quote Line Editor: How to do it automatically

I can sort Column Headers in the Quote Line Editor by clicking the arrow on the header. https://help.salesforce.com/articleView?id=cpq_sort_qle_headers.htm&type=5 However can I trigger it ...
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2answers
344 views

CPQ - Template Section - Group Field - Sorting

I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue. It seems to be grouping in alphabetical order of the picklist ...
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1answer
89 views

Salesforce CPQ: Sum up the options price in bundle product(main product)

I've been trying different models in salesforce cpq. Am trying to achieve the usecase I have in salesforce CPQ. I want to sum up all the options price and show in the main product while adding into ...
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1answer
414 views

CPQ Product Search Plugin

In current project we want to use product search plugin. The problem is there is no good documentation or exemple of SBQQ.ProductSearchPlugin impelemnts. Code i have right now is from: steelbrick ...
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2answers
783 views

Error creating CPQ - SBQQ__QuoteLine__c Object

I am trying to test a controller that I have written which queries SBQQ__QuoteLine__c objects. I am running into an error which is preventing me from inserting the object during the @TestSetup method. ...
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1answer
38 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 ...
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14 views

Unable to Renew Contracts in Salesforce CPQ

We're seeing the below error when trying to create quotes(Steelbrick or Salesforce CPQ) against renewal Opportunities for migrated contracts. Update failed: First exception on row 0 with id 800*****...
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1answer
34 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 ...
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17 views

Has anyone successfully implemented Javascript in CPQ Cloud

I am trying to call AJAX for few attributes through Javascript. I have few files of framework V2 in my File Manager but I am not able to find my start point. What is the process I need to follow?
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1answer
364 views

After enabling multi-currency, MDQ products will not add in the quote line editor

I have an issue where after enabling multi-currency and setting up three currency prices in two of our pricebooks (USD, GBP, EUR), none of our multi-demensional products will add to the quote line ...
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9 views

Order tab not visible on CPQ

I am using a developer org, the order tab is not available on my CPQ. I have checked my profile permission setting, it shows default on. Also under Quote page in Contract Information section, order ...
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1answer
28 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 , ...
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1answer
172 views

Product Rules: Selection rule for individual products

I have 2 products, product A and product B. These products are not part of any bundle. How to create a product rule (Selection) such that if product A is selected, product B is automatically selected ...
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1answer
356 views

CPQ 3rd party portal integration

Background We have to integrate Salesforce CPQ with a 3rd party portal. Looking at the official doc there says that the CPQ+ licence support the kind of integration. APIs for 3rd party portals ...
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2answers
569 views

Disable SteelBrick/CPQ Trigger from running in current trigger context

I have a method that runs an update on the SBQQ Quote. If I run it on a list of Quotes the CPQ code hits a soql 101 limit exception and I have no way of fixing it. My solution would be to temporaraly ...
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1answer
349 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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1answer
37 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 ...
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1answer
86 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 ...
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22 views

BigMachines:Too many future calls: 1

we are trying to update existing CPQ integration to latest version, which is been out for a while. while running the tests we encountered this problem. BigMachines:Too many future calls: 1 while ...
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0answers
15 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 ...
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1answer
43 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 ...
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1answer
434 views

Testing Salesforce CPQ

I'm trying to create some meaningful tests for Salesforce CPQ. I'm trying to create Apex test classes and also UI tests with Selenium. The problem with the apex tests is that a lot of the important ...
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2answers
52 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 ...
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9 views

option-constraint issue

I have started my trailblazer account and I have integrated the CPQ package to my salesforce login. I have been working on the option-constraints for my parent product, the list of child products are ...
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23 views

Getting an error SBQQ.SecurityUtils.SBSecurityException: You do not have read permission for field Match Type on object Lookup Query

Getting an error SBQQ.SecurityUtils.SBSecurityException: You do not have read permission for field Match Type on object Lookup Query But we have provide access to the field. Is there any permission I'...
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0answers
63 views

CPQ quoteline conditional custom action

I am trying to set up a conditional Custom Action on a CPQ Quote Line. I only want the Desegment Line Custom Action to appear when a custom field "Segmentation_Editable__c" has a value of true. I ...
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26 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 ...
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1answer
38 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 ...
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0answers
11 views

configuring bundle options for Subscription products

I have a multi-year subscription product. Which needs configuration with different features. which is Bundle and features in Salesforce terms. For Instance, We have a product with car rental for 3 ...
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0answers
25 views

How to do Cell Wrap in visualforce page used as Quote Template in CPQ?

Refer the screenshot below, the column width of the comments will support 15 characters. In CPQ, We have used template content of type VisualForce page for document generation. For Comments the width ...
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1answer
81 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 ...
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34 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 , ...
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0answers
15 views

CPQ - Data loss when Primary field Change

I'm using Salesforce CPQ for quotation and some problem when changing Primary Field on Quote. (SBQQ__Quote__c) It has a sub-relationship with custom object and custom field to manage additional ...
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1answer
28 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: ...
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1answer
566 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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0answers
38 views

How To Create Approval Notification in CPQ Quote Line Editor

I would like to ask on how I can meet this kind of Approval Notification in CPQ if you gave a discount and it needs to seek approval to your manager. (see image below)
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2answers
137 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 ...
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1answer
482 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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2answers
519 views

Steelbricks CPQ salesforce

How can I use multi-currency in SteellBrick CPQ in dev org? My requirement is, suppose I have created a quote using SteelBrick CPQ, now I want to send this to different country's customer, but in ...
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0answers
46 views

Style page-break-inside: avoid not being applied

Environment: Salesforce CPQ Object: Template Content The goal is to apply the page-break-inside style for each section to force each of those sections on a page without breaking. What I have in my ...