The Sales Cloud is included in the standard Salesforce CRM licence.
Based Business Use case you can decide it.But Both are different.
Customise "Existing Contracts" page when creating and Quote for an Account which is already having Active Contracts
I will love to know if there is a way ( I already search on the internet) to customise this page.
I want to add the Description field of the Contract after 'Contract End Date'
How to reproduce :
Use an account that already has activated contracts.
Create a new opportunity, then create the associated quote. Fill in the quote start date, hit Save. The screen asking for selection of an existing contract appears.
Secondly our customers think its Spam becauses its branded as DocuSign, it has DocuSign logos, and colors for the brand, how do we have it pull the brand from DocuSign? I have set up the brand and logos in DocuSign but it does not pull through.
I have a custom field called Appliance_type__c on the asset that is mirrored from the quote lines. Recently I upgraded to v208.7 and now I am running into the following error when attempting to activate a contract (which in turn forecasts a renewal opp):
|Validation Errors While Saving Record(s)|
|There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Apex trigger SBQQ.ContractAfter caused an unexpected exception, contact your administrator: SBQQ.ContractAfter: execution of AfterUpdate caused by: System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: Asset.Appliance_Type__c: (SBQQ)".|
I did not run into this issue before upgrading, can someone confirm if this is a known issue? Thanks
From what i have seen, tax rates are calcualted based on one of the below options
- Order:Account Billing Address
- Order: Account Shipping Address
- Order: Bill to Contact
- Order: Ship to Contact
- Billing Account: Shipping Address
- Billing Account: Billing Address
If we use one of above options, unless changing address on contact, we really can't calculate taxes based on specific quote address.
I would like to know if we are missing something or there are possible work arounds
These override the package settings for tax calculation.
We are trying to install CPQ ver 26.0.23 (Summer '16) at Salesforce Professional Edition for our client. But it kept failing everytime & giving us an error email containing the message as "Custom Field Limit Exceeded" for Quote Line & Web Quote Line objects of CPQ package. We've even tried installing lower version 24.0.25 (Winter '16), but with no success.
Please guide us with the solution.
Thanks, Amit & Naveen for your quick responses.
We have also posted this issue at salesforce partner portal from where we got below solution (by Seamus Egan); which I followed & it gets installed properly.
Do the step upgrade - you need to install a lower version (the top link I pasted below) and then upgrade in order of the links:
14.7 (Spring '12)
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000JwiEIAS (https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000JwiEIAS)
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000JwiEIAS
17.5.7 (Summer '13)
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WSOHIA4
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WSOHIA4
19.1.6 (Spring '14)
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WV4xIAG
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000WV4xIAG
24.0.25 (Winter '16)
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000SCaYIAW
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000SCaYIAW
26.0.23 (Summer '16)
Sandbox - https://test.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gWNPAA2
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gWNPAA2
Important Installation information - https://community.steelbrick.com/t5/Get-Started-Knowledge-Base/Get-Started-101-Installation-and-Setup/ta-p/4
Note: Please keep in mind that Professional edition orgs cannot install above v26.0.23.
I am assuming that you have a bundle so when you add a bundle it is going to Configure Product screen and there you want to remove Product Code column. If this is not correct, please confirm.
If above is correct:
- Go to Setup > Create > Objects > Click on Product Option
- Scroll to Field Sets section
- Click Edit next to "OptionConfiguration" field set
- Remove the Product code from the Gray box area that says "In the Field Set" either by draging and droping in section above OR click on Product Code and you will see a (-) icon (while you have mouse pointer hovering over Product Code field) and click that to remove from Field Set
Here's what my source code looks like: <p style="text-align: right;"><img alt="Company Name" height="25" src="https://c.na50.content.force.com/servlet/servlet.ImageServer?id=0156A000000ApJZ&oid=00D6A0000004GTV&lastMod=1504031192000" width="100" /></p>