Questions tagged [steelbrick]

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How to create one contract when multiple quote line group with different subscription term

Right now when creating quote with multiple quote line group with same subscription term, it creates one contract but when creating contract for multiple quote line group with different subscription ...
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21 views

Filter Solution Groups listed in Add Group Custom Action on QLE of Salesforce CPQ

I am trying to filter Solution Groups listed in QLE with over 50 Solution Groups listed based on Quote attribute. I do not see any documentation around this. Can some one guide me on this ? What is ...
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26 views

How to customize system generated friendly message "This product has a maximum purchase limit. Check quantity limits." in b2b commerce store

Quantity rules are assigned on the product, when I try to add more products mentioned message is popping up, how to customize this message?
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1 vote
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50 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
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1 vote
1 answer
496 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 ...
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0 votes
1 answer
73 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
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  • 77
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1 answer
167 views

I would like to be ableto change the date format on the PDF quote. Expected format 21 Oct 2020. Instead of 10/21/2020

When generating quote the expected dateformat is 10 OCT 2020, How it possible to print 10 OCT 2020, date format on quote pdf
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  • 77
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1 answer
99 views

In price rules, lookup querys Tested filed not showing "CurrencyIsoCode" value

dev sandbox able to see, when trying create full copy it is not visible how to populate lookup filed value "CurrencyIsoCode in TestedField Appriciate your help
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  • 77
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1 answer
112 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
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  • 77
0 votes
1 answer
509 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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  • 35
1 vote
1 answer
827 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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  • 315
1 vote
1 answer
514 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 ...
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  • 35
9 votes
1 answer
397 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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0 votes
1 answer
898 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". ...
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  • 166
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0 answers
243 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 ...
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1 vote
1 answer
1k 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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0 votes
1 answer
854 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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  • 2,462
3 votes
2 answers
4k 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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  • 170
0 votes
1 answer
341 views

SteelBrick - Generate Document in Word(doc) Format

In SteelBrick CPQ, is it possible to generate the document in docx format? If yes, how?
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1 vote
1 answer
1k 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 ...
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1 vote
1 answer
407 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 ...
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  • 349
3 votes
2 answers
519 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....
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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 ...
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12 votes
1 answer
708 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 ...
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  • 989
0 votes
1 answer
299 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 ...
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0 votes
1 answer
68 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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1 vote
2 answers
874 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 ...
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5 votes
0 answers
854 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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2 votes
0 answers
223 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 ...
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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 "...
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0 votes
2 answers
2k 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 ...
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  • 121
1 vote
1 answer
613 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 ...
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1 vote
1 answer
890 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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  • 749
1 vote
1 answer
1k 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 ...
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0 votes
1 answer
639 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 ...
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  • 121
0 votes
1 answer
75 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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  • 1
1 vote
1 answer
508 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 ...
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1 vote
1 answer
201 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 ...
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  • 135
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; ...
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