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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Getting error "Canvas can not locate an installed canvas app with the namespace [] and API name [CPQTest] when clicking on create New Quote

We are working on Salesforce to Oracle CPQ integration, when we click on New Quote under Oracle Quotes in Opportunities, we are getting the following error "Oops, there was an error rendering Canvas ...
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37 views

How to throw an error using trigger, if an opportunity already having a quote and agreement, and agreement status = in Effect?

when I create a quote (using a button on opportunity object), I want to throw an error when Status Category = 'in effect' and there already exists a primary quote i.e Primary Quote Is Checked. ...
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7 views

Salesforce CPQ: Hide quote template total if a specific condition is met

I would like to show or hide the quote total based on a specific condition, the same way we can do using the "Conditional Print Field" option with the line columns object. I know it is possible to ...
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57 views

Wrapper Class Error on Account Hierarchy

I have created one VF page which is on Account object to show the Account Hierarchy at the parent level. Basically this VF page will show Contracts of all child Accounts on parent account. I have ...
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18 views

CPQ Nested Bundle with Same Option in multiple nested option

I have a nested bundle where two of the nested options could have the same option, meaning, an option has multiple occurrence within the same product bundle. In this particular example, our use case ...
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11 views

Subscription term in QLE in Salesforce CPQ

I have 3 products namely SW1, SW2 and SV1. The subscription term of SV1 depends on Subscription term of SW1 and SW2. If SW1 is present on quote then the term of Sv1 will be same as term of SW1 or if ...
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7 views

CPQ is creating amendment quotes as another user

We have a custom trigger on the SBQQ Quote object that deletes the auto-generated opportunity and associates an existing opportunity to the newly created quote. This was working in the sandbox but not ...
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21 views

Data binding between 2 custom objects

According to the below article, easy way to bind all child records when we use a standard controller is {!Account.Contacts} - {!Parent.RelationshipName of Child} <apex:repeat value="**{!Account....
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10 views

how to toggle Salesforce CPQ Document generation button in lightning record page

We have a salesforce CPQ lightning action button which refers a VF page. it comes with the salesforce CPQ package. What we are trying to achieve here is whithout two different pagelayout , we want to ...
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12 views

CPQ : Advanced Approvals determining if Approval is required

My team would love to have a checkbox formula determining if currently any Approval is required :) I mean - before clicking 'Submit for Approval'. I know we can use button 'Preview Approval' but we ...
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15 views

Can we add Billing frequency field to Quote line editor?

I tried to add Billing frequency field to line editor field set in quote object, but the field is not visible in the palette. Can anyone suggest me any way to make it visible on QLE if it is possible ...
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27 views

Salesforce CPQ: Amendment contract issue

I am trying to create an amendment on the account and I am getting the following error: o Error • System Error.Cannot process contract because we cannot link revised SBQQ__Subscription__c ...
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19 views

CPQ Product Rule - Dynamically Pick Product?

Lets say we have 2 flavors of our Software Bundle. Bundle A and Bundle B. Both Bundles include a Feature called "SMS Services", with 7 flavors of SMS as Product Options in that Feature. We'll call ...
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20 views

CPQ: Product Feature - Configuration Layout

We have created a field called 'Additional Instructions' which is CPQ Special Field. It mean's it doesn't exist out of the box, but u can create it and then some functionalities will work with that. ...
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34 views

Discount is being added to a quote line even when there is no discount schedule or manual discount CPQ

I have a quote line where the user enters the subscription term(month) as follows. When user saves the quote line an additional discount of 10% is added automatically even when there is no discount ...
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39 views

How to force Calculator Price Rules to fire after changing something in Configurator?

This is my scenario: I have configuration attribute on Configurator. There are two options: A B When option A is selected, the Price on the QuoteLine should be editable. When option B is selected,...
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14 views

CPQ - How to Adjust Price rule to avoid Multiple Results from Query Error

I am receiving the following error around a price rule I have created: This price rule is being used in conuntion with lookup queries and a product rule. See screenshots below. The quote this is ...
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31 views

CPQ - How to create Tiered Pricing by Year for Renewals in CPQ

We have some products that for specific states we are forcing them from Legacy to Premium or Plus to Premium during renewal time. For States where we are forcing customers to go to Premium (one of ...
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99 views

CPQ - How to perform custom field calculations in Quote Edit lines screen?

Requirement In Edit quote lines screen of Salesforce CQP, we need to add a custom field "Budget" and add a JS script to auto-calculate the additional discount % applicable on all the lines, so that ...
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38 views

How to restrict sales-person to download the Quote Document?

I want to restrict the sales-person from downloading the Quote documents in Salesforce CPQ. After the sales-person clicks on [Generate Document] button from quote page,it redirects to Generate ...
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12 views

Created by for amended opportunity [duplicate]

When you amend a contract to create an amended opportunity, the 'Created By' field show gives not the logged in user but somebody else (It is the user who deployed some packages and change sets). Is ...
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56 views

CPQ - Product Rules for State Restrictions for Products

Let me preface this with - we are hoping to find a simpler way to manage this. Maybe a product rule that uses lookup queries. Also, note that these are all standalone products and not bundled ...
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22 views

CPQ: Calculation on “Clone with Related” Causing “Record Was Modified” in Lightning

Background Our SBQQ__Quote__c record page utilizes the QuoteSave VF page. As I understand it, this page polls for the underlying asynchronous job and indicates whether the job is complete. In some ...
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29 views

CPQ - Bundle Configuration using Sections Option Layout Not Acting as Expected

We have built a Bundled Product in salesforce. We are using the sections option layout. The first criteria within the bundle (DnA or Suite) should allow the user the ability to select one of the ...
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39 views

How Do I Create/Edit a Discount Schedule to Discount Based on the Number of Product Options in a Bundle

We need a discount rule to discount product options within a bundle based on the number of products within the bundle on a quote. For example, you could have the following bundle: ABC Bundle (parent)...
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77 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?
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28 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 ...
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41 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 ...
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20 views

CPQ Quote - Description not Editable in Mobile View

On the mobile view of CPQ, I am trying to edit the Description field for the Quote Line Group object. I cannot edit anything on the Description field when using the mobile view only. I've checked ...
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247 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 ...
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63 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 ...
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73 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, ...
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13 views

How to auto populate CPQ Quote in Email Message object Related To lookup field?

I have created CPQ Quote in my edition. Based on my requirement i need to send listed Quote data in selected Template using Email Message. Once clicked save & Email Button in Send an email screen ...
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88 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 ...
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73 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 ...
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47 views

“Assertion Failed: Unsupported quote object: …” CPQ Dev Org Error

Completing a Trailhead Project called 'Simplify Home Security Subscription Renewals'. The Project required me to sign up for a Salesforce DE Org with CPQ set up. I have it up and running. The next ...
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36 views

Add price per x number of units in Salesforce CPQ

I am trying to set up a pricing calculation on a product which is part of a bundle, where the first 2000 units sold will be for $50, but from the range of 2001 - 50000 any additional unit sold will $...
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133 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(...
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165 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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17 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.
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92 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 ...
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1answer
66 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 ...
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36 views

List Price Not editable in QLE(Quote Line Editor)

List price edited checkbox is checked(True) in Standard price book but not able to edit the list price of particular product in QLE(Quote Line Editor) Salesforce CPQ
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193 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 ...
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1answer
200 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:...
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1answer
78 views

PriceBookEntry required field missing when creating QuoteLineItems

I am kind of new to CPQ and have been trying to create a Quote Line Item with no success. Opportunity OpportunityOne = [SELECT Id, PriceBook2Id FROM Opportunity WHERE Id='...
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21 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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11 views

Metrics Service spams console

Metrics Service spams console How can I turn off console.logs from MetricService.js? CPQ Performance Metrics Service: ended service call 0
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19 views

CPQ-Custom field blank value email template after submit for approval on Quote

On CPQ Quote: I am a newbie to salesforce and CPQ. When quote is Submitted for approval, email templated is triggered named quote submitted for approval from CPQ package.In that email template custom ...
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69 views

CPQ How to Hide Preview Button

Is there a way to hide the "Preview Button" while generating a document within CPQ?