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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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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10 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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23 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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13 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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1answer
34 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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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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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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2answers
35 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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1answer
40 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
68 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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8 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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19 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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1answer
24 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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22 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
36 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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50 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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10 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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18 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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30 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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14 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
23 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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24 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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1answer
56 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

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 ...
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22 views

Sorting Line Items CPQ

I am trying to sort line items on the output document in a specific order; the order being by Product Code but in a specific way other than Ascending. Is this a feature I can utilize? Ex. ...
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23 views

Issue unwanted blank page is created in CPQ Quote template?

I am working with CPQ Quote template. In my Quote template, a blank page is created unexpectedly. I tried to remove it by using, removing space in the content, removing the margin from content, ...
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2answers
40 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-...
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94 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 ...
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51 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'...
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29 views

Calculate no. of duplicate quoteline records on product

I am having duplicate count field on product so how can i calculate count of duplicated quote line in that quote on selected product. public static void duplicateRecord(Id precId){ //List<...
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114 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 ...
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1answer
172 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 ...
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1answer
53 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 ...
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26 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.
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41 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 ...
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110 views

Apex Error on CPQ Advanced Approval with with Dynamic Approver

I have created an Approval Rule in CPQ Advanced Approvals with a custom lookup to the Manager ID of the Salesperson on a Quote (Theater_Manager_ID__c) as the Approval Field. When I submit a quote to ...
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72 views

“Apex trigger SBQQ.OpportunityAfter caused an unexpected exception message when on a opportunity and click on ”Contracted" checkbox

I got this in my email Error type: SBQQ.ContractService.ContractServiceException Reason for error: A primary quote is not specified for this opportunity. Please make sure you have the primary ...
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2answers
120 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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47 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?
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68 views

CPQ - Generate Document questions

All - I've converted the Generate Document button on the Quote object into a hyperlinked formula field so that we can display it dynamically based on the quote's Status field. I have two questions ...
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56 views

Amending Block Price Product - Salesforce CPQ

Pricing Method: Block Block Pricing Field: Custom_Field__c //NOT BASED ON QUANTITY Block: 1-50 $100 50-100 $200 100-150 $300 Selected this block pricing product with ...
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1answer
57 views

Cross Object Formula in Product Validation Rule?

Essentially, I want a Product Rule that prevents the user from entering a term that is not equal to the term on the product, but I am unclear on how to set the error condition. Can I use a cross ...
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25 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 ...
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50 views

Jsforce Upsert QuoteLine object

I try with a custom script to upsert a QuoteLineItem but I face a problem with the SBQQ__Quote__c field, which is a Master-Detail of the Quote object. This is my code : export function ...
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2answers
196 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....
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20 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
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42 views

CPQ Evergreen product increase/decrease quantity in Amend Quote Line

I am having an issue with one requirement which is client want to increase/ decrease product quantity when amend quote which Product is Evergreen !! While updating with existing quantity it is getting ...
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35 views

How to Configure Salesforce Product based on 'Block Price' and 'Term Length' in Salesforce CPQ

We have some products which need to be configured based on quantity in ranges, say for example, for 100 to 199 quantity the price will be $20, for 200 to 299 price will be $18. These prices are if the ...
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10 views

After implementing QuoteCalculatorPlugin in class, inside method runs in which context

I am new to CPQ, i am implementing QuoteCalculatorPlugin in my CPQQuoteCalulator class and also implementing some Validation logic in which i am checking if the quote line is having correct account ...
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12 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 ...