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
votes
0answers
478 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
votes
2answers
595 views

Change total labels in a quote generator CPQ

In Salesforce CPQ, I can't seem to get rid of the "Ongoing Monthly total" and "Ongoing monthly total VAT", in my yearly quote, I've managed to change the layout and adjust everything to yearly except ...
4
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0answers
448 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
votes
2answers
132 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
votes
2answers
169 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 ...
3
votes
2answers
363 views

CPQ learning resources available?

It seems Salesforce has released almost no resources on CPQ on trailhead after its acquisition. Old Steelbrick Community pages are gone and it seems there's only documentation pages on Salesforce Help....
3
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1answer
140 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 ...
3
votes
1answer
55 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
127 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
votes
1answer
658 views

Auto populate Subscription term in Quote line editor

I've tried to set a subscription length to 12 months on the product object, but it doesn't auto populate when you select the product on the quote line editor. is there a way to auto-populate ...
2
votes
1answer
1k views

Standalone CPQ Licensing?

In reviewing the CPQ Pricing Page, I am wondering whether these licenses need to be purchased in addition to Sales Cloud and/or Community Cloud licenses. I have a scenario where an AppExchange ...
2
votes
1answer
267 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 ...
2
votes
1answer
202 views

Billing rule must be selected error

When I tried to mark the ordered(SBQQ__Ordered__c) checkbox from salesforce Quote(To generate a order) object, I receive the below error. Everything was fine until yesterday not sure what changes were ...
2
votes
1answer
173 views

Is it possible to export/import cpq settings

We have a bunch of salesforce cpq settings to configure. Since we are using salesforce DX, every time we create a scratch org we need to do this configurations manually. It is kind of tedious. Is it ...
2
votes
1answer
33 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='...
2
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0answers
123 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
137 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
votes
1answer
868 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
votes
1answer
387 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 ...
1
vote
2answers
118 views

Formula to determine if a value is not an integer/is a decimal? [closed]

I am trying to get a formula to determine if a price variable is calculated to be a decimal. I haven't really been able to make any progress on this but I have to feel it's a simple function or set ...
1
vote
2answers
1k views

Steelbrick - how to add product options when selecting product bundle in Apex

In steelbrick, I'm creating a quote and quote line through Apex. //create quote line item SBQQ__QuoteLine__c qli = new SBQQ__QuoteLine__c(); qli.SBQQ__Quote__c = quote.Id; qli.SBQQ__Bundle__c = True; ...
1
vote
1answer
56 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: ...
1
vote
1answer
171 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 ...
1
vote
1answer
255 views

CPQ - What does Calculate button do in QLE

In CPQ, Quote Line Editor, we are currently having an issue that when user add some bundle products, the price is correct. But when we change the start date in it and click calculate, the price ...
1
vote
1answer
379 views

Validation rule is not working on QuoteLineEditor page (CPQ)

I am new to Steelbrick CPQ. I am trying to write a validation on quote line custom object of CPQ. And trying to validate a field on quote lines. But when I am hitting the Save button on ...
1
vote
2answers
398 views

CPQ - Template Section - Group Field - Sorting

I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue. It seems to be grouping in alphabetical order of the picklist ...
1
vote
3answers
577 views

Process Builder Rule not running on Salesforce CPQ Quote Lines?

I have a process builder flow I need to run whenever a product is added to a quote and recorded as a quote line. To my understanding this created a new quote line. Right now the formula that it uses ...
1
vote
1answer
329 views

Community user cannot create SBQQ__Quote__c object in a @RemoteAction

I'm trying to create CPQ Quote(Steelbrick) from Community user through @RemoteAction method. It fails with error Insert failed. First exception on row 0; first error: ...
1
vote
1answer
340 views

Implementing Apex interface for Steel Brick package

we are using Steel Brick CPQ. One of the requirements for us is to customize the product look up page. When I accessed Salesforce CPQ -> Configure (button) -> Plugins (Tab), there is a option to ...
1
vote
1answer
377 views

When price rule is triggered, Target Customer Amount and additional discount $ stop working

So I have a price rule that gives a 15% discount if the order is paid upfront. Price Actions: SBQQ__RegularPrice__c = SBQQ__ProratedListPrice__c * .85 SBQQ__CustomerPrice__c= IF(SBQQ__Discount__c = ...
1
vote
1answer
963 views

Salesforce CPQ quote without opportunity

We are currently using CPQ in our sales cloud and we've NOT enabled standard quote object. We want to implementing service and field service cloud with an ability to generate quote for a case/work ...
1
vote
1answer
40 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
vote
1answer
26 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 ...
1
vote
1answer
24 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 ...
1
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0answers
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 ...
1
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0answers
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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0answers
17 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 ...
1
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0answers
34 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
vote
1answer
45 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 ...
1
vote
2answers
50 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-...
1
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0answers
242 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
vote
0answers
246 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
vote
1answer
108 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
33 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.
1
vote
0answers
127 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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vote
0answers
85 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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0answers
21 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
vote
1answer
377 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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vote
0answers
85 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 ...
1
vote
0answers
132 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(...