Questions tagged [steelbrick]
The steelbrick tag has no usage guidance.
1
vote
1answer
26 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 ...
2
votes
0answers
16 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 ...
0
votes
0answers
50 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/...
0
votes
1answer
56 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
votes
1answer
102 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" ...
0
votes
0answers
64 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
vote
1answer
124 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 ...
0
votes
1answer
85 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 ...
0
votes
0answers
126 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 ...
0
votes
0answers
468 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.
...
0
votes
1answer
176 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
vote
1answer
206 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
vote
1answer
68 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
votes
2answers
252 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....
-4
votes
1answer
270 views
Setting up DocuSign to Salesforce CPQ [closed]
My Question is
What are all the packages required to setting up Docusign for
Salesforce CPQ?
'DocuSign for Salesforce' App from Appexchange is
required for Salesforce CPQ Docusign or not?
I have ...
2
votes
2answers
433 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
votes
1answer
379 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
votes
1answer
125 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
votes
1answer
37 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 ...
1
vote
2answers
71 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
votes
0answers
342 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
votes
1answer
318 views
CPQ Price Rule Condition on Rule Itself?
I'm writing a price rule to set a "default" markup on the quote line. The key piece here is that the markup must then be editable. The rule I've created fills in the markup field, but I want to add a ...
1
vote
0answers
154 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
votes
1answer
580 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 ...
0
votes
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
vote
0answers
344 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
votes
2answers
424 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
vote
1answer
166 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
vote
1answer
201 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:
...
0
votes
1answer
676 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
votes
1answer
169 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
votes
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.
0
votes
1answer
866 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
vote
1answer
263 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
vote
1answer
94 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
vote
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;
...
