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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1answer
426 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 ...
4
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0answers
380 views

Steelbrick CPQ API validate quote not working as expected

I'm creating a quote via the native CPQ quote line editor and adding a bundle with its corresponding options for the each feature. After creating the quote I want to validate it via the API using ...
4
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2answers
120 views

CPQ Custom field creation in bulk

Is there an easy way to create custom fields in bulk on a managed package object? I created 200 custom fields on the product object. I need the exact same fields on the managed package (Salesforce ...
3
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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 ...
3
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0answers
53 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'...
2
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0answers
54 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 ...
2
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0answers
94 views

Implementing CPQ Electronic Signature Plugin

We are currently using the old CPQ Docusign plugin that was created by Steelbrick. Last year Docusign released a new plugin. Problem is they didn't make it behave the same way as the old plugin and we ...
2
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1answer
730 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 ...
2
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1answer
345 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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0answers
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 ...
1
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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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0answers
100 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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0answers
124 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 ...
1
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1answer
56 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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0answers
14 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 ...
1
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1answer
250 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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0answers
66 views

Is there a way to debug into the cpq generate template process

In CPQ Quote templates, we need to write xsl-fo code into the VF template and very often, it throws ambiguous error when previewing the document. Is there a way to debug into it and understand what ...
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0answers
101 views

Lightning Component - Updating CPQ QuoteLine Fields via inline editing

I am recently working on a custom lightning component and one of the features is for a table that consists of SBQQ__QuoteLine__c records, and the ability to inline edit a field like Quantity(...
1
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1answer
719 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. ...
1
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1answer
264 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 ...
1
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1answer
341 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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0answers
1k views

Override Net Unit Price via Price Rule in Salesforce CPQ?

I have the fields setup to support the standard functionality to override either the net unit price or the net total price, but I can't seem to figure out how to use this when trying to override via a ...
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0answers
415 views

Error:“No such column 'Product__r' on sobject of type SBQQ__QuoteLine__c” when marking primary quote

We're configuring our instance of Salesforce CPQ (Steelbrick) and running into an error where when any user marks a quote primary on the detail page an error appears at the top where the "...
1
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1answer
219 views

How to write a test class for covering Bundle product?

I am trying to cover a class in which I have below condition which contains one variable called SBQQ__Bundle__c available on QuoteLine Object of steel brick CPQ. I have tried to investigate regarding ...
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0answers
246 views

Salesforce CPQ - Amend Contract

I need to amend the contract in the Salesforce CPQ from a third party tool. As from the documentation there is a way to do it - https://community.steelbrick.com/t5/Developer-Guidebook/Public-API-...
1
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1answer
344 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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0answers
5 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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0answers
5 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 ...
0
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1answer
20 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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0answers
15 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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0answers
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
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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0answers
21 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'...
0
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1answer
28 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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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
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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0answers
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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0answers
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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0answers
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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0answers
37 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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0answers
23 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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0answers
28 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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0answers
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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0answers
44 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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0answers
113 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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0answers
78 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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0answers
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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72 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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0answers
57 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 ...
0
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1answer
58 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 ...