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
105 views

CPQ - show/hide global header

We are working with cpq in lightning experience. The global salesforce header is usually on when clicking edit lines in quote. However, when I redirect to this page using the VF page style apex/...
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2answers
1k 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 ...
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1answer
202 views

Can we download the word form of quote template

How do I download a word form of a quote template in Salesforce CPQ? I've created a quote, added lines and generated the document. On the document I've changed the document output field to "Word". ...
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1answer
397 views

Can we override the standard Preview approval screen in Salesforce CPQ

Currently we have the Salesforce CPQ advanced approval process setup in our instance but the users aren't liking the screen that comes up when we click" Preview approval or Submit for approval" ...
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2answers
786 views

CPQ Javascript Quote Calculator Plugin Custom Script not updating

I set up a simple CPQ Javascript Quote Calculator Plugin Custom Script last week and it was working fine. Today, I wanted to update the script, but my changes don't seem to take effect. My (...
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0answers
208 views

How to apply theme for standard line item drawer field set in CPQ Quote object Records view?

I have applyed genaral themes for Quote object Records view. when am clicking EDIT LINES standard button it will be redicting to Quote records and Quote line field sets. Here my requirement is i want ...
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2answers
257 views

CPQ - In Quote line editor, when I manually enter a start date, it always updates itself to be a previous date, why is that happening

In quote line editor in CPQ, when I manually enter a start date (not through date picker), it always changes back to a previous date. For example, if I enter 11/01/2019, it changes to 10/01/2019 ...
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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 ...
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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 ...
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0answers
104 views

isClone( ) doesn't work for cloning from UI

Once i am cloning the quote line on QuoteLineEditor page(please find the attached screenshot of cloned icon of quitelineeditor page) of CPQ Steelbrick, I am trying check in apex if the new line is ...
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0answers
65 views

Copy configuration attribute to quote line

I want to add a text field to the CPQ configuratior. Doing this with a configuration attribute. The text I write there I'd like copied into the quote line for the bundle. E.g. I'm adding a new ...
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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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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 ...
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1answer
303 views

Custom Block Pricing and Amendments

We have implemented the Block Tiers in CPQ but number of tiers in our products is greater than 50, as Pricing Method "Block Price" does not work when tiers are greater than 50 Here is the help article ...
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1answer
212 views

Salesforce cpq - when re-activating order, the contracts won't be generated again

In Salesforce cpq, when we click the contracted button in order, the related contract is automatically generated. This is a out of box feature provided by Salesforce cpq. We have created a ...
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1answer
302 views

Advanced Approval Email Attachment

I have Advanced Approvals enabled in our organization for our Salesforce CPQ. When an approval is requested from the Quote, an email gets sent to the approver through a VF template. I would like to ...
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1answer
261 views

Issue with Quote Line items

I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist ...
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1answer
298 views

Cost price for block priced products

Let's say we're selling product licences, and have defined block pricing, e.g: 1-10: $100 10-50: $400 50-100: $700 But what about product cost? There is not the same cost for each range. So the ...
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1answer
181 views

Unable to generate Quote template after sandbox refresh

We just refreshed our sandbox and when I try to generate or Preview quote document, it is showing as blank. Are there any settings that need to be done after sandbox refresh for quote templates to ...
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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 ...
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0answers
350 views

CPQ QuoteLine Editor page got attempt to de-reference null object error when we introduce recordType.name in the formula

In Salesforce CPQ, in quote, when we have a formula like below: IF(Contains(SBQQ__Opportunity2__r.RecordType.Name, "Agent"), "Agent", "") The QuoteLine Editor will throw attempt to de-reference a ...
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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(...
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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 ...
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1answer
175 views

What is the purpose of Default Field on Process Input of Salesforce CPQ?

I want to use the Guided Selling on CPQ and on one of the questions, I want to show a default value as the answer. Does the Default Field serves for this purpose? I tried with an example but nothing ...
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1answer
656 views

Salesforce CPQ error when marking Renewal Quoted on Contract

When attempting to mark 'Renewal Quoted' on a contract within Salesforce, I'm getting an error stemming from managed Salesforce CPQ code: Error:Apex trigger SBQQ.ContractAfter caused an unexpected ...
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2answers
594 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 ...
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1answer
211 views

Is it possible to delete quoteline automatically using trigger?

We have requirement to delete certain type of quoteline once the user insert different type of quote line automatically. I experiment using Quote Trigger and Quote Line trigger ,either way it is not ...
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2answers
988 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. ...
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1answer
237 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
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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 ...
3
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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....
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1answer
268 views

Salesforce CPQ : How to detect field changes and fire validation rules

I am still new with CPQ. So far we able to set validation rules if certain field contain certain value but we cannot set validation rules to detect field changes. The requirement is to lock certain ...
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2answers
551 views

Salesforce CPQ - JS Calc Works But Does Not Show In UI

I've been working through configuring CPQ and have reached a scenario I was trying to solve using customization. When generating a quote and adding a line, I want to look at previous active quotes (...
2
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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 ...
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1answer
221 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
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 ...
12
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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 ...
1
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1answer
339 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
177 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
372 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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1answer
41 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
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 ...
1
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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 ...
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1answer
489 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
563 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
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 ...
0
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2answers
292 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=...
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1answer
941 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 ...
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0answers
498 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
418 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. ...