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Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction

When clicking "Start Sync" on a Quote under an Opportunity, we get this error: "Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction" The ...
Cory_16's user avatar
  • 63
4 votes
1 answer
1k views

INSUFFICIENT_ACCESS_OR_READONLY - Cannot Delete QuoteLineItem

17 QuoteLineItem records were loaded into the org via Dataloader with the incorrect product2id listed. When trying to delete the records in the GUI while logged in as a System Administrator, the ...
KB145's user avatar
  • 876
4 votes
0 answers
127 views

How to use Reduction Orders with decimal / non-integer quantities?

I'm considering using Reduction Orders to model the partial refund of an annual service. Example: Create and Activate new Order A with one line, Quantity = 1, Price = $15000 Create and Activate ...
Matt and Neil's user avatar
3 votes
0 answers
225 views

Sort Products on QuoteLineItems

I am using Salesforce API 27 in .net tool to sync quote and opportunity from external system. However quote in external system and salesforce has not the same order. Salesforce is performing sorting ...
Mehul's user avatar
  • 449
2 votes
0 answers
2k views

CPQ Product Rule Not to functioning with "Disable and remove"

We are adding a legacy product to our org so we can track renewals, and were advised to create a Product Rule to ensure this product is only available to our grandfathered-in customers. The goal is ...
Kaitlyn's user avatar
  • 25
1 vote
0 answers
809 views

I can't create quote line items with community user

From a community, I need users to be able to create quotes and their quote line items. With the community user, I create the opportunity, then I create the quote. Then when trying to create a ...
Chandlerbeen's user avatar
1 vote
1 answer
1k views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
Alexis Frisch's user avatar
1 vote
2 answers
990 views

Discount is being added to a quote line even when there is no discount schedule or manual discount CPQ

I have a quote line where the user enters the subscription term(month) as follows. When user saves the quote line an additional discount of 10% is added automatically even when there is no discount ...
gopal1007's user avatar
1 vote
1 answer
2k views

Re-parenting primary CPQ quote Line Items not rolling up to Opportunity

Within CPQ, Opportunity Line Items should automatically sync with the Primary Quote's Line Items. However, when re-parenting a primary quote from a Source Opp to a Destination Opp (Destination Opp ...
Mike Paisner's user avatar
1 vote
0 answers
553 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
Alarmed_Win's user avatar
1 vote
0 answers
464 views

How to display Quote line items discount in Items to approve

I have a requirement to display discount in Items to approve, Opportunity -------> Quote --------> Quote Line Item Now, Opportunity have Approval history related list and i need to display Quote ...
WantToBeACoder's user avatar
1 vote
0 answers
65 views

How does the sort in Quotelineitems work?

How does Sort button work on Quotelineitems? I am trying to get the same way of sorting on VF page. I am opening a VF page to add and edit lineitems. i want the VF page to show the same sorting which ...
Prady's user avatar
  • 12.3k
1 vote
1 answer
872 views

Pricing issues on quotes when adding duplicate product codes to opportunities

We've just noticed that when adding the same product code multiple times to an opportunity and then producing a quotation, that the pricing for those duplicate products gets mixed up on the quote. The ...
SPlacchino's user avatar
1 vote
0 answers
51 views

Adding a free form field to a quote-template

The end goal here is to create quote line items that have a somewhat broad product name, then a field right below this general name that is more specific. For example: Custom Cabinets ...
The Gilbert Arenas Dagger's user avatar
1 vote
0 answers
455 views

How to auto-number quote line items 1,2,3... but for each quote?

When I create a quote with say 3 items surely these items appear enumerated as 1,2,3. But then when you create a new quote it keeps going to 4,5,6... Does anyone know how to create a custom flied ...
Juan Carlos Osorio's user avatar
0 votes
1 answer
54 views

Hide an individual Product (not a bundle component) in CPQ Quote Line Editor

I'm trying to hide products from the selection list in the CPQ QLE when certain conditions are met. These are not components of bundles, just products. I have a Product Rule that triggers a Validation ...
Andrew's user avatar
  • 11
0 votes
0 answers
118 views

Additional Discount Field Is Non-Editable When Products are segmented

On Quote Line Editor, we have a custom field named "Additional Discount".(Data Type Percentage). We have added product and created two segments and we land up into an issue, where for ...
Nachiket Deshpande's user avatar
0 votes
0 answers
59 views

How to enable Quotes for test classes?

I'm making a managed package for SalesForce AppExchange and use Quote and QuoteLineItem objects in the code. Creating and updating those objects is done in a generic way without hardcoding those ...
John John's user avatar
0 votes
1 answer
1k views

Salesforce CPQ - Best way to determine if a quote has been saved within the QLE

I need to be able to initiate a record-triggered flow on the Quote object whenever a quote has been saved within the QLE. I need to be able to accurately determine if a quote line have been added, ...
gjohnson282's user avatar
0 votes
1 answer
1k views

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 ...
Tomi's user avatar
  • 11
0 votes
1 answer
217 views

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 ...
sfdcdevsathy's user avatar
0 votes
1 answer
427 views

Would flows execute before QCP script?

This might be a fairly simple question but not much available documentation around it. I have a flow on SBQQ__Quote__c object which is making some field updates on related quote lines. I also have a ...
Ayush Goyal's user avatar
0 votes
0 answers
1k views

Avoid rounding errors and fractions in Prices of QuoteLineItems

We are expecting problems with decimals in our Sales Prices (aka UnitPrice). We are setting up a Sales process (Advanced Currency Management enabled). Sales reps are to sell goods for the product of ...
Felix van Hove's user avatar
0 votes
0 answers
1k views

Field Integrity Exception: Unknown when updating a price in sandbox

In sandbox, I am trying to update a price for a product in the standard price book through the UI. When I change the List Price and click save, I get the following error. These are referencing ...
salesforceheather's user avatar
0 votes
0 answers
2k views

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 ...
Jshrewey's user avatar
0 votes
1 answer
775 views

CPQ - How to conditionally renderig fields on quote edit lines

I want to render the Contracted price term field on quote edit line drawer based on Product Family
Purna's user avatar
  • 1
0 votes
0 answers
585 views

delete QuoteLineItem automatically delete OpportunityLineitem

I have a trigger whenever a quote is marked as primary then the QuotelineItem would copy the Opportunity line item. for insertion, it's working fine but during the checkbox is checked when I tried to ...
starboy The's user avatar
0 votes
0 answers
305 views

Clone a quote and mantain the relationship with its original quote line items

I'm trying to make a button which clones the quote and keeps the relationship with the original QuoteLineItem. Basically I don't know how to clone related lists. I get the quote Id from the page with ...
ochiatt's user avatar
0 votes
0 answers
374 views

BIZARRE Product 1 is added to lineitem twice product 2 is not

Having an odd problem. Has anyone else had unusual behavior with products and process builder? In this scenario I created a product called Repeat Customer and then added it to a Process Builder. ...
thinker's user avatar
  • 1,442
0 votes
1 answer
249 views

Prevent Automatic Creation of QuoteLineItems

When you go to create a Quote, Salesforce automatically grabs the Products from the Opportunity and creates QuoteLineItems. Is there any way to override this behavior?
just_chilling's user avatar
0 votes
1 answer
299 views

Using lineitemsort.jsp - VF Javascript function not defined

Salesforce uses the lineitemsort.jsp to reorder opportunity and quote line items. I am trying to create a visualforce page with Javascript fucntion (and apex controller) that includes the ability to ...
Rory's user avatar
  • 429
0 votes
1 answer
35 views

How to store only product type/range on Opportunity when specific product choice unknown?

Because it's not possible to change a product once added to an opportunity, what's the standard way to store product family, qty, specifications, etc. while customer decides on the specific product? ...
Alexis Kasperavičius's user avatar
0 votes
0 answers
1k 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 ...
Lance Shi's user avatar
  • 13k
0 votes
0 answers
29 views

What is the best way to enhance the back process when creating a Quote (for example)?

I've noticed that in salesforce, there are certain "processes" that automatically trigger, like When Creating a Quote from an opportunity, It takes the opportunity line items, and generates quote line ...
ekiim's user avatar
  • 323
0 votes
0 answers
161 views

QuoteLineItems Stop Adding Opportunity Products

We need to be able to add opportunity products without adding them to the quotelineitems. This is because our special pricing desk needs to inspect each product before it is added to an appended ...
disasterlooms's user avatar
0 votes
0 answers
300 views

Creating QuoteLineItem after creating Opportunity Line Item

I have created a webservice to create Opportunity, OpportunityLineItem and related Quote. When I do the same activity in configuration. QuoteLineItem gets created automatically. But when i do that ...
user2703132's user avatar
0 votes
0 answers
297 views

PriceBookEntry associated with QuoteLineItem

I have created a quote and associated a price book with it in trigger and after that I have created quotelineitems and attached them with quote. But it is not getting any pricebookentry it. Due to ...
user2703132's user avatar
0 votes
1 answer
536 views

Sort Order In OpportunityLineItem Preview

We have Sort button in OpportunityLineItem. Using this, customer may able to sort the products in the order they want, but in Preview (Visualforce page preview) it's dispaying default order (...
Sankar Ganesh's user avatar
0 votes
1 answer
720 views

Create a blank line/description line in quote line items

I have been doing research and I haven't seen anyone post this as a question or answer it anywhere and I can't be the only person who wants to do this. I want to add in either blank lines or ...
skottyp's user avatar
0 votes
1 answer
202 views

Test class code coverage - Syncing custom fields between quotes and opportunities (Custom Quote Sync)

I have copied the code from the blog amitsalesforce for syncing custom fields from Opportunity Line Item to Quote Line Item on creation of Quote. Made small changes in that code and that works fine ...
DOMINIC EDWARD's user avatar
0 votes
1 answer
825 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 (...
Anu's user avatar
  • 3,879
0 votes
0 answers
46 views

Order of records retrieved

We have an visualforce email template which display all the Quote line items of the quote in a table format. We use apex:repeat with relatedTo.QuoteLineItems for this. What is the order in which the ...
RajeshShah's user avatar
  • 1,754
0 votes
1 answer
91 views

Generate quote on Products by Year/Length

I am trying to have Many quotes on 1 Opportunity however, use case is: 1 Opportunity can have the same product quoted for 1 year, 2 years, 3 years. I want to add this product and show the 3 different ...
user33900's user avatar
0 votes
0 answers
501 views

Custom Quote Sync appexchange for syncing custom fields between quote line item and opportunity line item

I installed the Custom Quote Sync appechange, wich synchronize the custom fields between quote line item and opportunity line item. But It seems it doesnt work if there are any validation rules on QLI ...
LoveLace's user avatar
  • 645
0 votes
1 answer
450 views

how to get the quotelineitem field in quote object while creating vf page

Can any help me out on this.Im creating a visual force pages related to quote , quotelineitems and custom object named as competitor.now i would like to get the field names of quotelineitems ans ...
nikkey's user avatar
  • 1,375