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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0answers
462 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
139 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
59 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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0answers
140 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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1answer
39 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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0answers
138 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
143 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
892 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
362 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 ...
2
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1answer
392 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
15 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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1answer
29 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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1answer
47 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 ...
1
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1answer
34 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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0answers
41 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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0answers
39 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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0answers
37 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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2answers
55 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
285 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 ...
1
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0answers
263 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
123 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
138 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
92 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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22 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
394 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
89 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
144 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(...
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1answer
379 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
2k 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
509 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
278 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
287 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-...
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1answer
422 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
14 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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0answers
16 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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1answer
49 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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0answers
12 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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0answers
8 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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0answers
24 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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0answers
19 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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0answers
85 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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0answers
12 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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0answers
20 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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0answers
65 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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0answers
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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0answers
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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0answers
17 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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0answers
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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0answers
27 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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1answer
60 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 ...