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
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
votes
2answers
491 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
votes
0answers
378 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
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
votes
1answer
68 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
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
votes
0answers
51 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
421 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
176 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
864 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
2answers
327 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....
2
votes
1answer
108 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
96 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
0answers
51 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
votes
0answers
93 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
726 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
344 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
81 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
25 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
157 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
296 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
3answers
448 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
252 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
302 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
325 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
851 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
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0answers
15 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
vote
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
vote
1answer
36 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
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-...
1
vote
0answers
98 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
123 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
54 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 ...
1
vote
0answers
26 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
1answer
246 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 ...
1
vote
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 ...
1
vote
0answers
100 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
vote
1answer
712 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
vote
1answer
260 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
vote
1answer
340 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 ...
1
vote
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 ...
1
vote
0answers
412 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
vote
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 ...
1
vote
0answers
245 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
vote
1answer
342 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 ...
0
votes
2answers
121 views

Salesforce CPQ: Contracted Pricing is Not Overriding Pricing Rule Price

If a product has only a list price and contracted pricing for the product and particular account is setup, whenever the user is adding that product to the Quote under that particular account, the ...
0
votes
1answer
35 views

How many fields are created by CPS package? Customer wants to know so that h can clear the fields [closed]

How many fields are created by CPS package? Customer wants to know so that h can clear the fields. Any version 14.7 and above.
0
votes
1answer
48 views

Our core products' names are changing - thinking about pros and cons of changing the names on existing Product2 records vs. creating new ones

We are in the process of changing the naming scheme of our product tiers. Within Salesforce CPQ and elsewhere we have quite a few automations and processes that look for specific product names and ...
0
votes
2answers
579 views

How to redirect to CPQ Quote Line Editor page in an action/button

I am trying to implement a button/action to redirect directly from opportunity to related quote line editor. However, quote line editor is no longer a VF page now. I am not even sure whether it is a ...