Questions tagged [steelbrick]

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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 ...
Sully Cooper's user avatar
0 votes
1 answer
578 views

Test Class Error for Apex Class meant to filter Quote Lines on a VF Email Template

I'm just starting out with Apex, really any SF development. I've been lucky enough to be able to learn and practice what I've been learning in real-life scenarios, but I've depleted my googling skills ...
KB2021's user avatar
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0 votes
1 answer
819 views

How to migrate B2B store from sandbox to production?

Does anyone have an idea deploying b2b store configuration and components from sandbox to production? If you provide a document or any procedural steps that could be more useful Thanks
Purna's user avatar
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1 vote
1 answer
1k views

Hide product 'C' AND 'D' when product A is present

I need to create a rule in salesforce CPQ, that hides product 'C' and 'D' when product A is selected. I have created a selection rule. I am not sure if I shd use a configuration attribute or summary ...
Gargi Gupta's user avatar
0 votes
1 answer
301 views

Not able to see on contract detail page 'delete' button

Profile level on contract object having delete permission,and added in pagelayout but still not able see on contarct detail page. i am able to "Renew" and "Amend" buttons
purna's user avatar
  • 77
0 votes
1 answer
512 views

In price rules, lookup query Tested field not showing "CurrencyIsoCode" value

dev sandbox able to see, when trying create full copy it is not visible. How to populate lookup field value "CurrencyIsoCode" in TestedField Appreciate your help
purna's user avatar
  • 77
0 votes
1 answer
340 views

What is "Optional For" under product related list in salesforce cpq?

Below is the image of "Optional for" related list , and what is the diff between options and optional for
purna's user avatar
  • 77
0 votes
1 answer
819 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 , ...
Nishi's user avatar
  • 45
1 vote
1 answer
2k 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 ...
Travis's user avatar
  • 352
1 vote
1 answer
1k 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 ...
adam's user avatar
  • 35
9 votes
1 answer
577 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 ...
Robert Sösemann's user avatar
1 vote
1 answer
1k 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". ...
SatyaSFDC's user avatar
  • 186
0 votes
0 answers
375 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 ...
Sharma_raj's user avatar
1 vote
1 answer
2k 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 ...
user2236981's user avatar
3 votes
2 answers
7k 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. ...
Coova's user avatar
  • 180
0 votes
1 answer
608 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
Saumya Gaikwad's user avatar
1 vote
1 answer
2k 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 ...
Sharma_raj's user avatar
1 vote
1 answer
562 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 ...
Brooke's user avatar
  • 389
3 votes
2 answers
589 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....
Atlas Can's user avatar
  • 1,877
2 votes
2 answers
2k 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 ...
Nick Tomic's user avatar
12 votes
1 answer
844 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 ...
brezotom's user avatar
  • 1,077
0 votes
1 answer
441 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 ...
Arijit Chowdhury's user avatar
0 votes
1 answer
91 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 ...
John's user avatar
  • 1
1 vote
2 answers
2k 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 ...
Cody Beaner's user avatar
5 votes
0 answers
1k 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 ...
jonathanwiesel's user avatar
2 votes
0 answers
305 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 ...
Vivek Jaiswal's user avatar
2 votes
0 answers
1k 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 "...
Cody Beaner's user avatar
0 votes
2 answers
3k 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 ...
user8310's user avatar
  • 121
1 vote
1 answer
859 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 ...
Sharma_raj's user avatar
1 vote
1 answer
1k 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: ...
edelrabe's user avatar
  • 779
1 vote
1 answer
2k 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 ...
Cody Beaner's user avatar
0 votes
1 answer
1k 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 ...
user8310's user avatar
  • 121
0 votes
1 answer
102 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.
Pranav's user avatar
  • 1
1 vote
1 answer
645 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 ...
vetal_king's user avatar
1 vote
1 answer
264 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 ...
cg13's user avatar
  • 177
1 vote
2 answers
2k 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; ...
brovasi's user avatar
  • 5,645