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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12 views

Does Apptus CPQ has guided selling? [closed]

Hi Does Apptus CPQ has guided selling ?.
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16 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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38 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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24 views

Call a visualforce page controller from a managed package

I have a managed packaged installed (CPQ), that has the controller AmendContractController in it. There is a button on the Contract Page that triggers the function onAmend(). I want to implement the ...
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18 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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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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12 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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1answer
23 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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19 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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11 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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56 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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21 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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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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26 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
22 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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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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167 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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24 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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32 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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20 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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10 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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15 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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1answer
33 views

CPQ How to Hide Preview Button

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

Multiple shipments for each Partial order needs to be tracked

My requirement is to do Multiple shipments for each Partial order needs to be tracked in salesforce cpq environment. Is it possible to track and add multiple shipping address for each partial order in ...
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21 views

Quote Template issue when creating Word Document

We have created Quote Template we are using Line Columns and Sections to generate template, we are facing problem when generating word document like following: PDF Version: The section which is ...
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35 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 ...
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27 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 ...
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49 views

Quote Calculator plugin doesnt seem to be firing at all

I have a requirement that, whenever we click 'edit lines' button on Quote object the price of the products selected needed to be updated in realtime from SAP. I have created a Custom script JScode ...
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41 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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21 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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29 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
54 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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36 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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17 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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22 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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12 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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1answer
71 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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49 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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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
68 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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41 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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50 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
42 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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23 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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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
82 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
54 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
136 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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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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30 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'...