Questions tagged [steelbrick]

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19 views

How to display checkbox in custom custom visualforce page for CPQ quote?

I am trying to generate a quote document using custom visualforce page for steelbrick CPQ. I need to display a checkbox in a column (it does not have to be associated with any field). I tried using , ...
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1answer
35 views

Salesforce CPQ Quote Template not updating header and footer

I have Salesforce CPQ (Steelbrick) and am trying to put a custom header and footer on the quote template. I went to template content, clicked new, selected Template Top, clicked continue and for ...
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1answer
41 views

Net total of a quote line item is changing upon calculation

I have a product set to $5000. The product option is set to $5000. When the product is added to the bundle and it is saved, it jumps to $9000. The standard price of the product is set to 5000, it is ...
3
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0answers
26 views

Scratch Org creation for Non-native clouds (e.g. Financial, Commerce, Marketing Cloud, Pardot,..)

We have developed managed packages for customers that extends Salesforce products that are not fully native like Sales Cloud. I mean products that you have to install in your org like Financial ...
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0answers
73 views

Steelbrick CPQ: Editing/ Inserting new quotelines post quote creation via amender api

As far as I can see from steelbrick API(s) here I see that the API provides a way to read quote/ quote line items. https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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1answer
87 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". ...
0
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1answer
184 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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0answers
80 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 ...
1
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1answer
204 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
127 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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0answers
143 views

Automatically Delete Default Product(Quoteline) when add new Product (QuoteLine) using Trigger

Everytime quote will have one default quoteline.However we want this quoteline to be deleted once other Product is added. I read that we cannot do this via Process builder so I create trigger like ...
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0answers
633 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
197 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
1
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1answer
270 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 ...
1
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1answer
84 views

Managed Package - SteelBricks Test class Failures

In our Salesforce instance we have what was the SteelBricks package installed. On multiple managed package test classes such as AccountVOTests, there are failures because the buisness dicated that we ...
2
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2answers
310 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....
2
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2answers
559 views

Automatically Linking Opportunity Product to Asset in Process Builder

I'm trying to create a process linking multiple Opportunity Products to an Asset, So that we can use it to know which products are part of what Asset. So far, this endeavour has multiple steps ...
11
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1answer
410 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 ...
0
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1answer
140 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 ...
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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2answers
76 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 ...
4
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0answers
366 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 ...
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0answers
166 views

Salesforce CPQ (SteelBrick) API

I want to use the Steelbrick features (Quote Editor, Reconfigure Line etc) without using CPQ Quote Editor form Salesforce instead I want to leverage REST API so that I can get the same access from ...
0
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1answer
688 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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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 ...
1
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0answers
392 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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2answers
498 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
196 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 ...
1
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1answer
237 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: ...
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1answer
768 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
188 views

Run AvaTax - Calculate Tax from Apex Trigger

I'm using AvaTax with SteelBrick to calculate tax. Currently I need to click the Calculate Tax button for it to run. I found a workaround to run the calculate but it still depends on clicking a button ...
0
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1answer
34 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.
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1answer
925 views

Use Steelbrick REST api to create Quote (with validation)

I want to use the following API (https://community.steelbrick.com/t5/tkb/articleprintpage/tkb-id/developerguidebook/article-id/21) to create a Quote and run the existing Product and Price Rules ...
1
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1answer
287 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 ...
1
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1answer
102 views

Managed Package PageReference Redirect - duplicating name

I'm having an issue with a PageReference redirect that is unexpected for me and out of the ordinary compared to what I'm used to. I have a custom detail button which directs the user to a custom VF ...
1
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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; ...