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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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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308 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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200 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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386 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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192 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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771 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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239 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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1answer
305 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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237 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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1answer
183 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 ...
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1answer
44 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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1answer
531 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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1k 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 ...
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225 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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42 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 ...
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2answers
577 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 ...
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1answer
262 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.
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635 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 (...

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