Questions tagged [quote]
The Quote object represents a quote, which is a record showing proposed prices for products and services. Quotes can be created from and synced with opportunities, and emailed as PDFs to customers
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FIELD_INTEGRITY_EXCEPTION: Enter the same currency as the parent Order.: Currency ISO Code: [CurrencyIsoCode]
I have enabled multi currency in my org and while converting quote to Order the Order is getting created without Order line items, even though Quote had line items.
May I know why I might be getting ...
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FIELD_INTEGRITY_EXCEPTION, Enter the same currency as the parent Order.: Currency ISO Code: [CurrencyIsoCode]
We have enabled multi currency in our org. After enabling multicurrency the Quotes that we convert with EUR currency Code are creating Orders without line items, with the error message as below.
...
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Is this a known issue - Inactive Picklist Value shows up on a new Order
I have an inactive picklist on the OrderType field on Order.
When I create a new Order record from an existing Quote record, then the Order after creation shows 'New' as an Option in the OrderType ...
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How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?
We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
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Quote PDF generated from Community Page is blank
I am trying to automate generating Quote PDF Documents. My goal is to create a button, which creates Opportunity, Quote and QuoteDocument. I am using such code for generating QuoteDocument:
String ...
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Salesforce CPQ – How To Add Radio Buttons (Instead of Checkboxes) to Product Selection Screen?
In Salesforce CPQ, is it possible to limit the User to only allow them to select one Product via the Product Selection screen?
1) Instead of checkboxes, can we use radio buttons on the Product ...
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Sbqq__priorquantity is blank when contract is amended even if there's an existing quantity in quotelines
any scenarios where the sbqq__priorquantity__c did not get populated when the contract was amended? or its not the way that works where the value of sbqq__quantity__c fills out the priorquantity.
its ...
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Improved CPQ Quote Preview Process
Our company has NS with SF and CPQ on the front-end. I'm one of the team members responsible for approving quotes. When I receive those emails, there is a link that takes me to the opportunity, but ...
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How to edit Salesforce CPQ quote line editor fields
I am trying to update the unit price on the salesforce CPQ quote line editor to say fixed price but for some reasons I cannot access it. Every topic and video I've seen points to field sets but it's ...
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How to delete quote line items after opportunity stage set to closed won
I want to delete the duplicate quote line items of a quote. When I'm trying to delete from UI, it is throwing error saying "You are not authorized to make these changes Opportunity is already ...
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Rollup summary on quote line editor
Is there a way to create a rollup summary field at the quote line editor level?
At the quote level object does not work for what I want to build l.
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Make CPQ Quote Line Editor Columns read only
We add all the relevant field inside the fieldset Line Editor and the fields show exactly as we wanted. Our customer now ask as to make some columns inside the CPQ Quote line editor read only. Is ...
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Delete Quote Lines using CPQ Plugin
I am trying to automate deleting Quote Lines in Quote Lines Editor from Salesforce CPQ package, so when you delete manually one record, script will delete some others based on given conditions.
F.e. ...
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CPQ: HTML Template Content - Show/Hide Paragraph based on a checkbox field
I am trying to show/hide some paragraphs on the HTML type of Template content based on a checkbox field that I have created on Quote.
I used following condition but it is not working when I generate ...
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CPQ quote generation not recognizing line feed (\u000A) from SFDC text field
CPQ quote generation not recognizing line feed (\u000A) from SFDC text field. Resulting PDF lines run together. Is there a different code that should be used.
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How to delete the ORDERS in salesforce CPQ?
I created ORDERS for a quote and now I need them to be gone from (deleted). The quote is the PRIMARY Quote of the opportunity and it's the only quote we have on the Opportunity.
When I'm trying to ...
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In Salesforce CPQ, Are the Values of Summary Variables Cached, or Are They Retrieved in Real Time on Calculate?
In Salesforce CPQ, most standard Price Rules are pre-cached in the background during Quote Line Editor (QLE) load to minimize the performance impact.
But certain features (like Lookup Queries) are not ...
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Salesforce CPQ: Are Calculations Faster in the Quote Line Editor (QLE) Using Price Rules or the Quote Calculator Plugin (QCP)?
In Salesforce CPQ, when using the Quote Line Editor (QLE), are calculations generally faster using Price Rules or the Quote Calculator Plugin (QCP)?
For instance, consider the following Price Rule ...
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In Salesforce CPQ, Do Summary Variables Count Towards Governor Limits?
Consider the following two Salesforce CPQ scenarios:
1) In one scenario, a Summary Variable can have the following values:
Aggregate Function: Sum
Aggregate Field: SBQQ__ListPrice__c
Target Object: ...
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Custom "New Quote" Button - Empty Fields
I'm new to learning SFDC customisation, and have been tasked with improving it on request of our sales team. All we need is to pre-fill the "Opportunity Name" and "Expiry Date" ...
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No QLE custom actions on new sandbox. Cannot add products on QLE
Are there any special steps during the installation proces for the CPQ Custom Actions? I have loaded CPQ into a new sandbox. I do not see the buttons for QLE and there are no buttons when I go to ...
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Blank PDF on quote after create from Apex
I have to add funcionality to my class where i can create PDF file on quote.
I'm trying to use code like this :
public static void createPDF(String quote) {
Quote_Setting__mdt quoteSetting = ...
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Salesforce CPQ - Apex CPU time limit exceeded when generating document
I tried to find simillar topic but I didn't.
User has Quote with 302 Quote Lines - when wants to generate Document the Apex CPU time limit exceeded error occured.
I tried to:
turn off flows
turn off ...
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Launch screen flow automatically on field update
I want to run approval process after sales rep update the QuoteLineItem discount value above accepted maximum for user. Is there any possibility to run screen flow automatically when value of record ...
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Some Quote Numbers are not showing in my custom Report
I have a group of rows of Service Branch and Quote Number, Service Branch is "MO Branch", and Other Quote numbers have the value of Service Branch "MO Branch". My question is why ...
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Troubles Updating a Currency Field on Quote Through Create Triggered Flow
Hi Im going to try to illustrate what I want to achieve through this flow:
Using Quotes
I have a Currency Field named AgencyFee__c on Quote
And
I have a Cross Object Currency Formula named BankFee__c ...
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URL that launches NewQuote dialog in Lightning?
In Classic, I can launch the NewQuote dialog using an URL like so:
let url = "/0Q0/e?nooverride=1&oppid=0060900000NKZXQ&retURL=%2F0060900000NKZXQ";
window.location.assign(url);
Note ...
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Lightning displays Quote without Header Panels, Action Buttons or Related Lists
==============
Edit:
When playing with the Lightning App Builder, I accidentally assigned a simple record page to the Sales application. Undoing this assignment fixed the problem. :-/
===============
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custom auto number field + concatenate account name using flow but get syntax error
UPPER(LEFT(Opportunity.Account.Parent.Name,1})+trim( MID(Opportunity.Account.Parent.Name,FIND(" ",Opportunity.Account.Parent.Name),2))) &'/'&
Upper(LEFT(Opportunity.Account.Name ,1)+ ...
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CPQ Quote Template - include current date in generated quote
I was curious if there is a way to get the current date in the generated quote? I currently have the 'Date:' field referencing the 'CreatedDate' formula field that just calls 'CreatedDate', however, I ...
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Is there a way to create/add NEW Quote/Invoice in Order sObject? [duplicate]
Is there a way to create/add a NEW Quote/Invoice directly in the Order Object? I have noticed that only the Opportunity Object have this option (to add/create a NEW Quote). SO, I was wondering if ...
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CPQ Quote Line Records Bundle Hierarchies with Flow
While I am creating Quote Line records from the Flow.
Where products are in the form of Bundle & configured Products.
I have filled up the required by field on the child product Quote Line, but ...
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53
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Prefilled fields for Quote Generate Dcoument Email
Is there a way to predefine values for related to and subject in CPQ Quote button Generate Document -> Save & Email?
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Percent of Total field in Salesforce CPQ
I am trying to learn Salesforce CPQ where I have two questions. I have tried to create a Percent of Total product.
I have two questions here :
I will have to add the Percent of Total product in the ...
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Embedded LWC in Aura Component not loading on QUICK action
I am trying to create a Quick action on Quote object, as LWC quick actions are not supported on Quote object trying to embed the LWC component in a AURA component and use AURA to tag to QUICK action.
...
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QuoteDocument, convert data from document field to pdf
I've been trying for days to access the quote's PDF file from an external site linked to my org with heroku connect, I was finally able to retrieve data from QuoteDocument Object documentation.
It ...
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763
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New Quote button not visible in custom object related list view
I have created a custom lookup field on Quote to an Custom Object X . I added "Quote related list" on this Custom object x page layout . However Im not getting any option to add buttons in ...
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Change the locale of Quote PDF
We have a problem in my org related to the locale and the creation of the Quote PDF.
We have 2 offices ("Europe" and "America") for the Quote object, specified in the Office (...
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Salesfor Quote object Created By and Subtotal field accessibility
For the Salesforce Quote object, is it possible to change the Created By and Subtotal fields to read/write or is it a hard limitation that these fields are read-only?
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Soql how to get quotelineitems related to opportunity
I want to fetch all the quotelineitem items related to an opportunity.
Also, when we make a inner soql (eg. Select id, (select ID from contacts) from account) here if we want contacts of a ...
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validation rule for not changing a field by Quote status Closed Won besides the Admin profile
Good day,
I have to create a validation rule that will prevent all users for changing of the field Account on Quote object when the Quote Status is closed won.
Here is my validation rule, and it is ...
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Create task and change the opportunity stage when quote is updated to particular status via mail
A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
user111038
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Quote Status to not update (be disabled) after is Accepted or Denied
Once the Quote status changes to accepted or denied I want to make sure that it won't be allowed to change again. Can it be done with flow? Any suggestions how can I make that happen?
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Update Opportunity Stage when Quote Status is Changed [closed]
Is there a non code way to solve this?
I need the the Opportunity status to be updated (closed won or closed lost) when the opportunity's quote' status is changed to accepted or denied? I tried with ...
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Pushing Custom Fields from Opportunity Line items to new Quote Line Items
So - I know there are some answers for this already in the form of a couple of apps available on the AppExchange, plus one from "douglascayers" which seems to do exactly what I'm trying to ...
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is cloning quotes possible?
Is it possible to clone quotes?
From my research, the information online seems to be conflicting:
It appears that this is not natively available with Salesforce, as this functionality has been ...
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Migrate Quote with Quote Number from one Salesforce Org to another
I'm migrating Quote record of one salesforce instance to another Salesforce instance.
The Quote number in source org is in Q-{MM}{YY}-{0000} format.
I have changed the quote format in my target ...
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Quote PDF generated by automated process missing fields
I have a community site with e-shop. I have a process builder which fires a platform event after 24 h of opportunity creation if it is not closed by then. Opportunities are created by community users. ...
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Trigger not firing from deal hub
We have shifted our CPQ to deal hub now.
We want to fire a trigger on insertion of Quote(standard).
From anonymous window the apex code works fine. But when quote is inserted through deal hub, the ...
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CPQ: How to verify if manually triggered recalculation is success?
We have a scenario that sometimes in CPQ, the ghost quotes which gets created does not automatically gets deleted because the internal CPQ calculation fails.
https://help.salesforce.com/articleView?id=...
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