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Bill PowellBill Powell 
Has anyone had a use case to expose Salesforce CPQ in a customer comunity? I know you can do this in partner community, but unsure of customer. If you have done it, let me know would like to pick your brain 
Best Answer chosen by Ed (salesforce.com) 
Bill PowellBill Powell
I got my answer already and it’s a no go. Thanks for responding though
Madhavi MishraMadhavi Mishra 
Hi,

I created Product Bundle. When I am selection Product in Quote, Why I am getting this:

Please see the attchment.
Thanks
User-added image
Best Answer chosen by Madhavi Mishra
Colby KaminColby Kamin
I would have expected the rows to be entirely blank if this were your issue, but you may want to double check the Product records for the Product Options and make sure that they have Price Book Entries in the selected Price Book and Currency combination.
Rachel LinderRachel Linder 
Hello, we have a new product request and they are asking for the following - 3% capture of cost settlement received in prior calendar year for XXX services for services to YYYY students. Has anyone seen a request such as this, or something similar?

Is this something we could build using a custom cost settlement field and a price rule? How would you determine the prior year services for specific type students?

I am thinking this would take quite a bit of design and maybe some apex?

Not sure.

We also have a similar request based on Revenue Capture of cost settlement.
Best Answer chosen by Rachel Linder
Victor ShapiroVictor Shapiro
Hi Rachel,

If you want to lean into CPQ functionalities, this sounds like a use case that can be met with a percent of total product. You may need to creatively add back in these covered products without charging the customer for them, but a PoT may provide the most flexibilty as it will always take 3% of whichever the price of the prior year services are.
Amul BaranwalAmul Baranwal 
Display Watermarks on Draft Quote Document not working

I did same steps. but its not showing in Quote PDF. please help
  • Create a Document record.
  • Give your document a name and then upload the file you want to serve as the watermark.
  • Salesforce CPQ has a standard “Draft” watermark image available by default. You can find it in the Document Folder field within the Documents tab of Salesforce CPQ package settings.
  • Select Externally Available Image and then click Save.
  • Copy the SFDC ID from the URL of your document record.
  • Your SFDC ID is the string of letters and numbers following the final slash in your record’s URL.
  • Go to the quote template where you enable the watermark for draft documents. Add your SFDC ID to the Watermark ID field.
  • Save your quote template.
Best Answer chosen by Amul Baranwal
Frank ShapiroFrank Shapiro
Hi Amul,

We are missing a step in the documentation. On your Quote, you have to set the SBQQ__WatermarkShown__c field to TRUE to show the watermark. You can use a workflow rule to do this based on status or your own criteria.  I will let our docs team know to add this.

-Frank
Rui FonsecaRui Fonseca 
Hi all,

I have my price book with prices defined with 4 decimal places, given the use case I am working on has products that are priced in cents, such as 18.92 cents ($0.1892).
I have set the CPQ package settings so the unit price scale also matches that setting:
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However, when selecting a product, the quote line rounds that unit price to 2 decimal places, though displaying the value with 4 decimal places, as shown below, which then results in a wrong calculation of the net price:
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Has anyone faced such issue? Any help would be highly appreciated!
Many thanks in advance :)
Rui
 
Best Answer chosen by Rui Fonseca
Rui FonsecaRui Fonseca
Hi guys, for everyone's benefit, this is logged as a bug already for Salesforce CPQ Summer '18 v214
Known Issue below:
https://success.salesforce.com/issues_view?id=a1p3A0000019QcUQAU
Ather BaigAther Baig 
Hi,

Is there a way to generate multiple orders from a single quote without manual intervention? I enabled multiple orders at package level but that prompts a screen to select line items to be added to an order, is there a way to automate it based on quote line item field? for instance all lines with product type 'Hardware' must be added to one order and lines with product type 'Software' must be added to another order.

-
Ather Baig
Best Answer chosen by Ed (salesforce.com) 
Stephen StantonStephen Stanton
This is possible.  

The "Allow Multiple Orders" feature of CPQ must be switched on for this feature to work. This is set on the Order tab of the Global CPQ Settings (Setup > Installed Packages > CPQ "Manage").

You can split Quotes out into multiple Orders based on Quote Line Grouping using the Order By Quote Line Group checkbox.

You can also split Quotes out into mulitple Orders based on The Order By field on the Quote object.  You can add items to this picklist.  
Brian SheaBrian Shea 

Hi there,
We have an Approval Process on the CPQ Quote (SBQQ__Quote__c) object that locks records once they are approved. We have a new requirement that the user may need to edit the record after it has been approved.

 

Our understanding of the best practice / out-of-the-box way to handle this scenario is that users should create a new record (which would be in draft status and unlocked). The users are not comfortable with this approach because they would need to re-create all the Quote Lines associated with their Quote, which could be time consuming.

 

We are looking at creating a button/action that calls an Apex class that will unlock the record and set it back to draft. But before we proceed too far in this direction, I wanted to make sure we understand the best practices approach for handling this situation and see what others have come up with.

 

Thanks!

 

Best,

Brian

Best Answer chosen by Brian Shea
Christopher HickmanChristopher Hickman
A lot of companies don't implement approved record locking for this reason. Two alternatives:

1. Use "soft locking" by loading a record type and layout where all of the fields are read-only. Does not stop a user with elevated privileges from modifying fields another way.

2. Leave it open but trigger automation to flip the record type/layout/staus back to "draft" if certain values change.

You can use these 2 approaches in combination too, where most fields are read-only, and the editable ones trigger approval where necessary.

 
Brian SheaBrian Shea 

Hi there!
We are rolling out CPQ to a large global Sales team and had a question about the CPQ Quote Line Editor. We have had a few sales people express concern about the Quote Line user experience when they amend a contract on a long standing Account. They are concerned that the Quote Line Editor displays Quote Lines for all existing Subscriptions associated with the Account. Since they have a number of large Accounts that have added/removed lots of Subscriptions over the years, they would like a way to hide the existing Subscriptions from view.

 

Question: has anyone run into this user concern before? Is there a configuration in CPQ that would allow us to hide existing Subscriptions within the Quote Line Editor? Alternatively, has anyone found any work arounds to address this concern?

 

Thanks for your help!

 

Best,

Brian

 

Best Answer chosen by Brian Shea
Christopher HickmanChristopher Hickman
It sounds as though you don't really want to "amend" your contract (add or remove products, increase or decrease quantities) but just "add" to your contract. Prior to rolling out the amendments functionality, CPQ had a simpler way to accomplish this, by allowing you to create a quote that co-terminates to the contract end date and writes the resulting subscriptions to that contract instead of creating a new one.

To do this you need to set the following values on each relevant account:

User-added image

Now, when you want to create a quote from an opportunity on this account, you will be prompted to co-terminate the quote with your contract. Once you go through the quoting process, close/win the opportunity, and contract it, the additions will appear as new subscriptions on the contract, with the same end date and a start date that matches the quote.
Diego AparicioDiego Aparicio 
Hi There,

I am having difficulties with some of the standard calculation fields from CPQ. The solutions out-of-the box only allows for NET TOTAL calculations that are subscribed against the "Subscription Term". Basically CPQ can only display the Total Contracted Value of our subscriptions. 

My business requires to display the Monthly value of our Subscriptions. This is what we display to our customers Quotes, Contracts, etc. 

I have succesfully created a custom field that represents the Monthly Recurring Revenue (MRR) of our Subscriptions. However the challenge that I have is that in some cases we will be applying Discount Schedules, Contracted Prices or allowing Sales to enter manual discounts. I need to be able to reflect the true MONTHLY Customer Unit Price from a product that has been discounted instead of the annual price which seems what CPQ only offers as a solution. 

I created a custom field "Customer Unit Price"

IF(ISPICKVAL(SBQQ__SubscriptionPricing__c,"Fixed Price") || ISPICKVAL(SBQQ__SubscriptionPricing__c,"Percent of Total"), 
SBQQ__CustomerPrice__c / SBQQ__SubscriptionTerm__c,0.0)

It seems that am unable to represent the real value using the standard CPQ fields to create my custom field. 

below there is an screenshot that I hope can describe with more detail what am looking for. Alternatively am open to other solutions but I need to make the UI as easy as possible for our Sales users so they can view where the prices are coming from, etc. 

CPQ Calculation
Best Answer chosen by Diego Aparicio
Diego AparicioDiego Aparicio
Hey Guys,

Thanks for your reply. I had a chat to a Salesforce CPQ solutions architect. We share some thoughts aroundusing Price Rule or simply create formula currency field. Instead of using Price Rule to inject a formula into a field on calculate or configurator. 

I only require for my users to be able to see the MRR. I thought using the NetPrice and do reverse engineering on that field considering prorate multiplier to come up with the desire outcome. My organisation has no intend of using Partner Discount or Distributor so I created the formula using the Customer total field. 

So I can share this with the community, this was my outcome. The field will only pick up Monthly charges and I create a similar field for NRR (non recurring revenue)

MRR

IF(ISPICKVAL(SBQQ__SubscriptionPricing__c,"Fixed Price") || ISPICKVAL(SBQQ__SubscriptionPricing__c,"Percent of Total"), 
IF(SBQQ__ProrateMultiplier__c <> 0.0 && not(ISNULL(SBQQ__ProrateMultiplier__c)), IF(AND(SBQQ__Renewal__c, !SBQQ__Existing__c, ISBLANK(SBQQ__PriorQuantity__c)), 0, (SBQQ__CustomerPrice__c * SBQQ__EffectiveQuantity__c)/ SBQQ__ProrateMultiplier__c),0.0),0.0)

I also create other fields so I can truly represent what our sales price is based on discounts applied. 

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Rachel van den BergRachel van den Berg 

We have a customer that sometimes needs to credit an amount which is calculated based on part of the length of the subscription because the service was not delivered as expected during that time. It should not affect the actual running subscription in terms of start and end date as the subscription was still running during that time.

So for example there is a subscription from 1-1-19 till 31-12-19. From 1-3-19 till 31-3-19 the subscription was not what it should be so customer should get a refund for 1 month in this case.

What would be best practice in this case to calculate the credit amount for the customer? 

Best Answer chosen by Rachel van den Berg
Christopher HickmanChristopher Hickman
Do it in your billing system. This is not a sales-related transaction that should impact revenue forecasts, so CPQ is not the right tool for the job.