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
725 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 ...
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1answer
170 views

I want to add border line by CSS in lookup field in CPQ Quote line editor?

I am working in SFDC CPQ. When I navigate to Quote->Quote Line Editor I can see there are 5 lookup fields in the drawer. Business users are expecting an red Border in those lookup filer CPQ Quote line ...
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2answers
324 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 ...
12
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1answer
423 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 ...
1
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1answer
250 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 ...
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1answer
149 views

Validation message in CPQ

I am getting a validation message on SFDC CPQ Quote edit Line , "Addon Fulfillment start dates must be equal to or after Parent Fullfilment start dates." But could not able to find it out from which ...
1
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1answer
339 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 ...
0
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1answer
39 views

Salesforce CPQ schedule dates can not be sold again

I am trying to create a service in salesforce CPQ selling a service that can only be sold on dates that have not be scheduled before. The use case is: Once a date has been scheduled with a set date ...
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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 ...
1
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2answers
80 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 ...
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1answer
396 views

CPQ Product Search Plugin

In current project we want to use product search plugin. The problem is there is no good documentation or exemple of SBQQ.ProductSearchPlugin impelemnts. Code i have right now is from: steelbrick ...
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2answers
408 views

update lookup field with apex class and trigger

Really need help with this issue: I am trying to populate field Version__c [Lookup(Product)] on QuotLine__c object, whenever New_Management_Version__c (checkbox field) on Product object is set to ...
4
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0answers
377 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 ...
0
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2answers
259 views

CPQ Managed Package Still Necessary?

Is a managed package still needed to get up and running with CPQ? (formerly SteelBrick) I installed this package in our sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=...
0
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1answer
741 views

Update Product Field Value based on Configuration Attribute

I have setup the the CPQ as below. 1 Bundle with 1 Configuration Attribute (Picklist With Regions) and 1 Configuration Attribute (Number - Total Volume). 4 Products in above Bundle. The ...
0
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1answer
1k views

Custom Quote Calculator plugin in Advanced Calculator org

A requirement I'm looking to meet is to adjust pricing along a curve as it relates to total quantity of items in a quote. The curve is derived via a quadratic equation where the admin can tweak the ...
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0answers
410 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 "...
0
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1answer
391 views

How to aggregate Quote Line data in Steelbrick?

I'm trying to determine how to best aggregate data up to the Quote object in Steelbrick CPQ when Quote Lines are added or edited. Essentially creating rolled up sums of prices for different fields. ...
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2answers
536 views

Disable SteelBrick/CPQ Trigger from running in current trigger context

I have a method that runs an update on the SBQQ Quote. If I run it on a list of Quotes the CPQ code hits a soql 101 limit exception and I have no way of fixing it. My solution would be to temporaraly ...
1
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1answer
215 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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3answers
445 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
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1answer
251 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: ...
0
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1answer
802 views

Steelbrick/Salesforce CPQ - Alter a Price Rule if another one is running?

My Company uses a pricing structure of packages with several sub-levels. Because of this we may see something where our products look like this: Product Suite Product Series ...
0
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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.
1
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1answer
300 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 ...
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0answers
243 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
323 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 = ...
2
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1answer
343 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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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; ...
0
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1answer
180 views

Can we define multiple price for same product and used in quote in salesforce CPQ?

I want to define multiple prices for same product like Upfront price, implementation price. Can we define multiple price for same product and used in quote in salesforce CPQ?
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1answer
133 views

Salesforce CPQ (STEELBRICK)

How can i use product rule and price rule in salesforce CPQ. AnyOne have a example how to use and test the rules in salesforce?
0
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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 ...
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0answers
38 views

Why is Okta continually reauthenticating from Salesforce CPQ?

We just implemented Salesforce CPQ in Production and found that every time a user does anything that requires a call out to the server that CPQ is on... Okta wants to re-authenticate each time, which ...
1
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1answer
336 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 ...
1
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1answer
842 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 ...
0
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1answer
675 views

Sales Cloud and Salesforce CPQ

What is the difference Sales Cloud and Salesforce CPQ. Is there any difference in their licenses. Do sales cloud licience is enough to work on CPQ.
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 ...
0
votes
1answer
329 views

How to Set quantity of Product in each bundle?

we have a Custom object Bundle__c and in this object i have a related list of Product (Product2 is standard Object) Now, if i add quantity field in this related list then quantity of this product is ...
0
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2answers
506 views

Steelbricks CPQ salesforce

How can I use multi-currency in SteellBrick CPQ in dev org? My requirement is, suppose I have created a quote using SteelBrick CPQ, now I want to send this to different country's customer, but in ...
0
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1answer
253 views

CPQ tool -Product rule

I have created a product rule successfully. Now I want to append a condition that of date that whenever the created date > some range, then only the product rule (Validation) should fire.
0
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1answer
544 views

Field calculation in CPQ steelbricks

I want to do some calculation between some fields before the quote is generated, on Edit Quote Lines page. Do anyone have any idea how to achieve the above requirement. I am totally new with CPQ (...